Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Do you need Disability Insurance?
Do you need 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 one of the spouses. He had a group disability policy with work, but she was self-employed and
The 38 Blog Posts from 2021
I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are……
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.
Trusts for Retirees – Probate Planning
So, You’re an Executor – What are Your Duties and Liabilities?
The Four Essential Family Conversations
Nine Tax Strategies to Pay Less Tax in Retirement
The Three Estate Buckets
Should I Transfer the Ownership of My House or Investment Account into Joint Ownership
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
