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Smart Tax Strategies for Retirees: Income Splitting
July 29, 2021
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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
Who should you name as Executor?
July 6, 2021
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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
“Spend the Money”: A Gentle Reminder That Life Is Happening Now
Intro: If you’ve ever felt guilty about spending your own money—even after a lifetime of saving – it turns out, you’re not alone. In a ...
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“Why Being ‘Less Wrong’ Might Be the Best Plan”
Ever feel like your financial plan has to be perfect? It doesn’t. In fact, trying to make it perfect can actually hold you back. I ...
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The Story of Chandler and Monica Retiring with Confidence
How Chandler & Monica Went From “Do We Have Enough?” to Retiring with Confidence Chandler (70) and Monica (73) were in a solid financial position ...
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The Essential Family Conversations You Should be Having
When the world experienced COVID-19 globally, it brought family planning and care issues to the forefront for many families as concerns for their loved ones ...
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Registered Education Savings Plan (RESP)
My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? A new client asked if it ...
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Three of Our Best Insights for September
Monthly One – Two – Three Newsletter RESOURCE: What is Your Bear Market Plan in Retirement? Unfortunately, market declines and recessions will happen regularly, ...
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