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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,
Protecting Your Family – Insurance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule is the amount of life insurance you need is linked to the amount of capital it would take to: What you have to remember is
How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)
As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan (IPP) is a great retirement tool, especially for high-income earners aged 40 and up. What is an IPP? An IPP is a defined pension plan
Chapter 6: Estate Planning – Wills and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally was playing with Connor and Paige out on the screened-in porch. We were all waiting for David’s family to arrive, and Sandra was a bit
Why Probate May be a Good Thing!
What are the Different Investment Classes?
What is the Process Once you Hire a Financial Advisor?
How Do Financial Advisors Get Paid?
Three of our best Insights for May
The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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