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What is a Certified Financial Planner?

What is a Certified Financial Planner?

Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how to manage your finances best, a Certified Financial Planner (CFP®) may be the answer. The CFP® marks after a planner’s name indicate they have achieved

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Retirement Income Investment Options

What Are the Retirement Income Investment Options? 

As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement planning.  There are five main retirement investment options to consider when developing a prudent plan for retirement cash flow: Income Only Investing, Income Focused Investing,

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Chapter Five of Preserving Wealth about Protecting your Family

Chapter 5: Protecting Your Family

For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and the sun was just beginning to burn off the morning haze. We decided to slip down to the water for a quick swim before the

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Why you need a Will

Why Do You Need A Will?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has resulted in long term changes in the way people think about and look at their estate and income planning. It led individuals to consider the

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Strategies when Receiving an Inheritance

Strategies when Receiving an Inheritance

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP®  Having a reputable Financial Advisor is a good start. For the short term, one should be looking both at the safety of the money and at the interest rates they can earn. “If you deposit the

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Chapter Four of Preserving Wealth The Next Generation

Chapter 4: Tax Concerns, RRSPs, and TFSAs

For your FREE Copy of Preserving Wealth, CLICK HERE We were finishing up the Cajun hot dogs when David had the gall to complain that his were a bit more Cajun than usual. I told him that if he didn’t keep quiet, he might wind up with a good ol’

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Probate Trusts and Estate Tax
Blog

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
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What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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Blog banner on What is the Process Once You Hire a Financial Advisor.
Blog

What is the Process Once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of ...
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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
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How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, ...
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The R6 Retirement Playbook for a smarter way to retire with confidence
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The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence

Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s ...
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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.

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