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![Navigating Market Downturn](https://jacklumsden.com/wp-content/uploads/2022/05/How-to-navigate-a-Market-Downturn-for-Retirees.jpeg)
How to Navigate a Market Downturn for Retirees
With the market decline this year, people want to know what they can do. The following are suggestions and actions you can take to help navigate
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Paying Your Income Taxes in Retirement
When making the transition from your working years to retirement, a common concern or question that comes up is, “How do I pay my taxes
![Home Purchase for Children](https://jacklumsden.com/wp-content/uploads/2022/04/helping-children-with-home-purchase-1.jpg)
Can we give money to our children to help with a home purchase?
In meeting with clients a common question we hear is, “Can we give money to our children to help with a home purchase?” With real
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The Three Stages of Retirement Spending
When retirement planning, you may want to view your spending in three different phases. Michael Stein, who wrote “The Prosperous Retirement”, divided retirement into three
![Tax Credit Reviews](https://jacklumsden.com/wp-content/uploads/2022/04/business-people-working-.jpg)
Key Tax Credits to Review
Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits
![Preserving Wealth](https://jacklumsden.com/wp-content/uploads/2022/03/Preserving_Wealth-Jack_lumsden-2-1.jpg)
Preserving Wealth The Next Generation
The Definitive Guide to Protecting, Investing, and Transferring Wealth. This book is based on my experiences working with many families developing and implementing plans to
What is Your Bear Market Plan in Retirement?
Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning
Essential Insights from the Double O’s: Chapter Two
Retirement Tax Layering: Partial RRIF/RRSP Conversion
What are 7 Key Lessons for Inheritance and Financial Planning?
What Should We Do with the Change in Capital Gains Tax?
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
You can purchase a Hard Copy of Preserving Wealth HERE
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
![Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.](https://jacklumsden.com/wp-content/uploads/2021/09/jackbook.png)