Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
When Do You Need The Money?
In a meeting with a potential client, they asked, “How should I invest the money I just received?” The key issues to review are: What is the money for? When
How Business Owners can increase their Retirement Savings by Investing within their Corporation.
A great strategy many owners of Canadian-controlled private corporations (CCPC) use to build up retirement savings is to invest within their corporation using the benefit of the tax deferral between their
Do you need Disability Insurance?
Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I didn’t see any disability insurance for
Trusts for Retirees – Probate Planning
When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that is distributed via a will.
So, You’re an Executor – What are Your Duties and Liabilities?
Chapter Seven of Preserving Wealth. 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
The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
