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Learn More About Retirement Planning & Wealth Management

Does your game plan strategy for retirement include monthly financial goals?

Game Plan Strategy: Monthly Financial Checklists

Monthly Financial Checklists As part of our commitment to helping you achieve your financial goals, we have provided you with a monthly financial planning checklist. This article will include the checklists we sent out for July, August, September and November. Each checklist focuses on a key area of a comprehensive

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The Essential Steps as You Prepare for Retirement

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

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By Rebalancing Your Portfolio and creating a systematic plan, you are able to take advantage of global market fluctuations.

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

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There are four essential conversations that families should be having concerning their financial and estate plans.

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

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You better have a plan for a retirement home

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

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The R6 Retirement Playbook for a smarter way to retire with confidence
Blog

The R6 Retirement Playbook™ A Smarter Way to Retire with Confidence

Retirement today isn’t what it used to be. People are living longer, everything gets more expensive, markets are unpredictable, and tax rules keep changing. That’s ...
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Seniors enjoying their Retirement Options
Blog

RRSP Maturity Options: What You Need to Know

You don’t have to wait until you’re 71 to convert your RRSP. You can do it anytime before then, depending on what works best for ...
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Caricature depicting A Barbell Approach to CPP That Just Might Work for You Too
Blog

He Starts Now. She Waits. CPP and Retirement

A Barbell Approach to CPP That Just Might Work for You Too Ross and Rachel are a couple I’ve been working with for years. Rachel ...
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Why retirees need a bear market plan explained by Jack Lumsden, MBA, CFP®
Blog

Why Every Retiree Needs a Bear Market Plan

Let’s be honest—market declines aren’t maybe in retirement. They are when. A typical retirement lasts 30 years, and during that time, there could be five ...
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The Best Insights for retirement planning
Blog

Three of our Best Insights for March

Our Monthly 3-2-1- Newsletter RESOURCE: Five Key Mindsets for the Transition to Retirement Our blog has grown tremendously over the last three years, with over ...
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How to Avoid Losing Money in the Stock Market by Jack Lumsden MBA, CFP®, Financial Advisor.
Blog

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 ...
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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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