Insights
Learn More About Retirement Planning
How to Avoid Losing Money in the Stock Market
Lately, market volatility has been making headlines, leaving many investors wondering what they should do. Should you sell? Hold steady? Make changes? Before making any big decisions, let’s break down what “losing money” really means and how you can protect your investments. What Does It Really Mean to “Lose Money”?
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
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
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
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?
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
