Insights
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Chapter 9: Probate, Trusts, and Estate Tax Minimizing Strategies
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt Jen into buying the good stuff. She always gets coffee on sale, and it’s so weak that I end up needing a whole pot just
The Estate Documents Conversation
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Living through the COVID-19 Pandemic has made more people review their estate plans and ensure they have what is required. A critical part of this review is to include an Estate Documents Conversation with their family.
Simplifying the Timing of Canada Pension Plan (CPP) for Retirees
One question that arises often among retirees is, “When should we start taking CPP (Canada Pension Plan)?” Is it better to begin receiving benefits as early as possible or defer them longer? Understanding Canada Pension Plan (CPP) The Canada Pension Plan (CPP) is a government pension program that provides lifelong
Chapter Eight: Who Actually Owns The Inheritance?
For your FREE Copy of Preserving Wealth, CLICK HERE The rest of the week was a real scorcher. The temperature was still in the mid-thirties, but there was no wind, not even a breeze. David and Alice were coming up for a week of holidays, so they had planned to
What is the difference between Saving for Retirement and Creating a Cash-flow for Retirement?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes the difference between saving for retirement and creating a cash flow in retirement. “The key thing is that once you retire, you’ll want to create a strategy to replace
Chapter Seven: So, You’re an Executor – What are Your Duties and Liabilities?
For your FREE Copy of Preserving Wealth, CLICK HERE The first three days of our vacation were perfect. The temperature was near thirty degrees, with just enough of a breeze for windsurfing. The kids were behaving, and all seemed right with the world. Sally was at the cottage this week,
Questions to Ask When Interviewing a Financial Planner
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
Why Probate May be a Good Thing!
What are the Different Investment Classes?
What is the Process Once you Hire a Financial Advisor?
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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