Insights
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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
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
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
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
Are Tax Free Savings Accounts Misnamed?
Excerpt from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “Ok, smarty pants, what about TFSAs? How do they fit in?” I added. Sandra glared at me and continued. “TFSA stands for Tax Free Savings Account. You don’t get any tax deduction for the money you
Three of our Best Insights for January 2025
Our Monthly 3-2-1- Newsletter Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads, whether you’re just starting your financial journey to retirement or
Why Probate May be a Good Thing!
What are the Different Investment Classes?
What is the Process Once you Hire a Financial Advisor?
How Do Financial Advisors Get Paid?
Three of our best Insights for May
The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence
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
