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Retirees’ Tax Planning Checklist
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE In the 2023 Fidelity Retirement Report, retirees’ # 1 concern was minimizing taxes. This is unsurprising since taxes are the majority of retirees’ most significant unwanted expenses. If retirees
Appendix B: The Four Essential Family Conversations
For your FREE Copy of Preserving Wealth, CLICK HERE The Estate Documents Conversation The estate documents conversation is a conversation you should have with your parents, children, executors, and powers of attorney to review and discuss the following key issues: With your parents: With your children: With your
What are the Retirement Income Planning Options?
Retirement Income Planning Options Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE E-Copy of Preserving Wealth, CLICK HERE “There are five main options to achieve the cash flow you desire from your own assets: income only investing income-focused investing. guaranteed income: life
Annuities Update for Retirees: Creating A Personal Pension Plan
For your FREE E-Copy of Preserving Wealth, CLICK HERE In recent years, annuities have gained renewed appeal for retirees due to the shift in interest rates. This article explores annuities and why they could benefit your retirement income strategy. Understanding Annuities – Your Personal Pension Plan An annuity is a contract
Exploring the New FHSA: A Savings Plan for Your First Home
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. Are you a Canadian resident dreaming of owning your first home? (unfortunately, with housing prices and mortgage rates today, often it is only a dream.) As of April this year, a new savings plan
The Retiree’s Initial Tax Decision
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. In the recently released 2023 Fidelity Retirement Report, retirees’ top concerns were identified as follows: Unsurprisingly, many retirees aim to reduce their tax burden while striving for a tax-efficient estate transfer to the
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
Smart Tax Strategies for Retirees: Income Splitting
Who Should You Name As Executor?
“Spend the Money”: A Gentle Reminder That Life Is Happening Now
“Why Being ‘Less Wrong’ Might Be the Best Plan”
The Story of Chandler and Monica Retiring with Confidence
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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