Insights
Learn More About Retirement Planning
Smart Tax Strategies for Retirees: Income Splitting
Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who
Registered Education Savings Plan (RESP)
My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A new client asked if it still made sense to set up a new RESP for his
Who should you name as Executor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should we name as executor in our Wills? The true answer is that it depends on your situation. It usually ends up based on how complicated
COVID-19 and the Essential Family Conversations You Should be Having
COVID-19 has brought family planning and care issues to the forefront for many families as concerns for their loved ones and their economic well being have become top of mind. Everyone’s life has been impacted, regardless of age. As a result, families realize they should focus more on these concerns,
Three of our Best Insights for August
Game Plan Strategy: August Financial Checklist
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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