Insights
Learn More About Retirement Planning
What are the Different Investment Classes?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual investment is. The following passage describes the three basic investment classes. Alice had listened politely but was clearly getting impatient. “So, Uncle Wayne, you know
What is the Process Once you Hire a Financial Advisor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of weeks ago, and the question they asked was “what is the process after we hire a financial advisor?”. This is a very important question to
How Do Financial Advisors Get Paid?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® It is important to understand how a financial advisor is compensated if you hire one. The following is a summary from FP Canada. How will I Pay for Your Services? Your planner should disclose in writing
Three of our best Insights for May
Our Monthly 3-2-1- Newsletter RESOURCE: What are the Retirement Income Investment Options As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement planning. There are five main retirement investment options to consider when developing a
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 why we created the R6 Retirement Playbook™ — a simple, six-part process to help you build income you can count on, reduce taxes, protect your
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 your retirement income strategy. The key is choosing the right option based on your goals, cash flow needs, and tax situation. If you are turning
Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
Smart Tax Strategies for Retirees I Keep Track of Health & Medical Expenses
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
Smart Tax Strategies for Retirees: Income Splitting
Who Should You Name As Executor?
“Spend the Money”: A Gentle Reminder That Life Is Happening Now
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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