Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?” This type of ownership is called joint tenancy with
What is the first step to creating your Financial Road Map for Retirement?
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are today, and Your best guess (estimate) of where you want to go. If you don’t know where you are today, you can’t create a plan
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
Kicking up Life Lessons and Fun with Football
Assante advisors are part of the fabric of their communities across Canada and they contribute to their local quality of life in a variety of ways.
The Six Levers to Retirement Income Planning
The Four Pillars to a Successful and Happy Retirement
A Power of Attorney Guide for Property
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
Retirement Income Planning
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
