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Learn More About Retirement Planning & Wealth Management
The Essential Steps as You Prepare for Retirement
Download the White Paper: How to Make the Transition to Retirement HERE. Typically, within 5 years of your projected retirement or work-optional date, it’s important to start taking key steps to ensure a smooth transition. This is a critical period to begin aligning your financial strategies with your future lifestyle
Rebalancing Your Portfolio
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Today we are going to be reviewing portfolio rebalancing, and how it can be used to your advantage. Sometimes it is hard to know when to make adjustments and when to leave your portfolio alone. By
The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there are four essential conversations that families should be having concerning their financial and estate plans. They are: The Estate Documents
You better have a Plan for a Retirement Home
“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® While having dinner with our daughter Paige the other night, the topic of money came up. Paige told us, “you
How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)
As a Canadian business owner or incorporated professional, planning for retirement goes beyond relying on your business value. An Individual Pension Plan (IPP) offers a strategic retirement tool, particularly beneficial for high-income earners aged 40 and above. What is an IPP? An Individual Pension Plan (IPP) is a defined benefit
What are the Top 26 Estate Planning Tips to Consider?
Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Top 26 Estate Planning Tips… from Preserving Wealth: The Next Generation. Have up-to-date wills. Have up-to-date powers of
He Starts Now. She Waits. CPP and Retirement
Why Every Retiree Needs a Bear Market Plan
Three of our Best Insights for March
How to Avoid Losing Money in the Stock Market
Game Plan Strategy: Beneficiary Financial Checklist
If you are within 5 years of retirement, do this now!
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
