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Risks to Retirement Income Planning
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership
What is the first step to creating your Financial Road Map for Retirement?
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are
The Four Pillars to a Successful and Happy Retirement
When helping clients and their families make the transition to retirement or work optional years, I have discovered that there are four key pillars to
Pump Your Tires!
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is
The Six Levers to Retirement Income Planning
When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create
Introducing the Canadian Dental Care Plan (CDCP)
Written by: Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth CLICK HERE In January 2024, Canada …
Executor Not Equal to Power of Attorney
Executor ≠ Power of Attorney For your FREE Copy of Preserving Wealth CLICK HERE Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management …
How do you Develop a Diversified Portfolio?
How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written …
Appendix H: Interview Questions For A Financial Planner
How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the …
Appendix G: Risk Management Planning
For your FREE Copy of Preserving Wealth CLICK HERE Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your …
5 Key Mindsets for the Transition to Retirement
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Introduction Our blog has grown tremendously over the last three years, with over …
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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