Insights
Learn More About Retirement Planning & Wealth Management
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 a happy and successful retirement: Health Relationships Reliable and Consistent Income Retirement Road Map Key Takeaways: The Four Pillars to a Successful and Happy Retirement
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 above freezing, and the roads are dry. This past weekend I went for a ride on Saturday, and I felt slow and sluggish, realizing my
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 a lifetime income from the financial assets you have accumulated to replace the monthly paycheque you received when working. To do this, there are six
Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.
In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is taxed. Each year in retirement this must be reviewed to determine what is the best strategy that balances your current year’s income, and your long-term
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.
If you are within 5 years of retirement, do this now!
Three of our Best Insights for February 2025
Ross and Rachel’s Transition to Retirement: A Clearer Path Forward
What is the Next Gen Education Conversation?
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
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
