Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
What is the Eldercare Conversation?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The COVID-19 Pandemic highlighted the key issue of Eldercare in Canada and why everyone should include an Eldercare strategy in their financial plan. In my experience, this is an essential conversation that clients are having with
Appendix A: Uncle Wayne’s Top Estate Planning Tips
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE For more information, refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP®. Buy Preserving Wealth CLICK HERE For your FREE Copy of Preserving Wealth, CLICK HERE
Chapter 9: Probate, Trusts, and Estate Tax Minimizing Strategies
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt Jen into buying the good stuff. She always gets coffee on sale, and it’s so weak that I end up needing a whole pot just
The Estate Documents Conversation
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Living through the COVID-19 Pandemic has made more people review their estate plans and ensure they have what is required. A critical part of this review is to include an Estate Documents Conversation with their family.
Simplifying the Timing of Canada Pension Plan (CPP) for Retirees
One question that arises often among retirees is, “When should we start taking CPP (Canada Pension Plan)?” Is it better to begin receiving benefits as early as possible or defer them longer? Understanding Canada Pension Plan (CPP) The Canada Pension Plan (CPP) is a government pension program that provides lifelong
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
Preserving Wealth The Next Generation
The R5 Retirement Playbook™ A Smarter Way to Retire with Confidence
Are You Prepared for a “Lost Decade” in Retirement?
When Do You Need The Money?
How Business Owners can increase their Retirement Savings by Investing within their Corporation.
Do you need Disability Insurance?
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
