Insights

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Will and Power of Attorney planning

Planning your Will and Powers of Attorney

A common question we received is what we should consider when planning our wills and powers of attorney.  The following excerpt from the Book – Preserving Wealth describes this. APPENDIX C: PLANNING YOUR WILL AND POWERS OF ATTORNEY Introduction This document contains background information regarding the planning of your Will

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Retirement Income Withdrawel Strategies

Retirement Income Withdrawal Strategies

Retirement Income Withdrawal Strategies In our conversations with people making the transition from their working years to retirement, many have done a great job of saving over time. They end up with many potential retirement-income sources but are unsure of how to put it all together.  As a result, retirement

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Ontario Staycation Tax Credit

Ontario Staycation Tax Credit

If you are travelling in Ontario this year, be sure to keep track of your accommodation expenses as they can help you reduce your taxes. For 2022 Ontario has introduced a tax credit up to 20% of your accommodation expenses for stays in a hotel, campground, and/or cottage. WHAT CAN YOU

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Invest in the Stock Market

Why Invest in the Stock Market?

With the current stock market gyrations, people may wonder why they should invest in the stock market at all since stocks are not guaranteed and their values can go up and down.   To help frame it better, it may be useful to replace the words “stock market”  with the word

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Navigating Market Downturn

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 a market downturn. Key Suggestions Complete a Portfolio Performance Review The first step is to find out if other portfolios with a similar investment mix

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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
Blog

Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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Probate Trusts and Estate Tax
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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 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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