Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals
One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.
Your Monthly Game Plan Strategy
A Simple Financial Checklist We’re here to help you stay on track with your goals. Each month, we’ll send a short checklist you can use to stay proactive. A few minutes now can make a big difference later. Wrap-Up 2025: Year-End Financial Checklist As we close out 2025, it’s a
Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
Old Age Security (OAS) is an income benefit that is paid to Canadians once they reach the age of 65. If your individual income is over $79,845 for 2021, you will have to start to pay back your OAS at a rate of 15% for each dollar over $79,845.
Smart Tax Strategies for Retirees I Keep Track of Health & Medical Expenses
A smart tax strategy during retirement is to keep track of your medical expenses and take advantage of any credits that may be available.
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® In an article by Emma Davie in CBC News Canada, about a Halifax woman calling for more protections on RRSPs after husband’s sudden death, she reviews what can happen if you don’t have correct beneficiary designations
Smart Tax Strategies for Retirees: Income Splitting
Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who
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
