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Game Plan Strategy for your beneficiary financial checklist.

Game Plan Strategy: Beneficiary Financial Checklist

We’re here to help you stay on track with your financial goals. This monthly checklist is designed to keep your financial plan moving in the right direction—one step at a time. Taking a few minutes to review this now can help you make informed decisions and stay ahead of any

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Middle Age couple enjoying cooking together as part of their retirement plan.

If you are within 5 years of retirement, do this now!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!!  If you are thinking about retiring within the next 5 years, you need to determine how much you spend in a year. Your day to day living expenses is the starting point to

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Three of our best insights for February 2025

Three of our Best Insights for February 2025

Our Monthly 3-2-1- Newsletter RESOURCE: Nine Tax Strategies to Pay Less Tax in Retirement Your goal in retirement should be to organize your income stream to: The result will be greater spending for you today and potentially greater wealth for the next generation. RESOURCE: The Three Stages of Retirement Spending When

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Case Study on Ross and Rachel's transition to Retirement so they have a clear path forward.

Ross and Rachel’s Transition to Retirement: A Clearer Path Forward

Case Study: Ross (64) is gearing up for retirement this year, while Rachel (60) retired last year after dedicating over 35 years to her career. Over the years, they’ve saved diligently using workplace savings plans, RRSPs, and TFSAs. Recently, a family inheritance added another layer of complexity to their financial

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What is the Next Gen Education Conversation?

What is the Next Gen Education Conversation?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It has been my experience that personal finance has not been taught well in high school or even University. I know that our kids had no such education at school. Simple ideas such as paying off

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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
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Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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Probate Trusts and Estate Tax
Blog

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
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What are the Different Investment Classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual ...
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Blog banner on What is the Process Once You Hire a Financial Advisor.
Blog

What is the Process Once you Hire a Financial Advisor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of ...
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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
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How Do Financial Advisors Get Paid?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated ...
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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

Three of our best Insights for May

Our Monthly 3-2-1- Newsletter  RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, ...
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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

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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