Insights
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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
Are Tax Free Savings Accounts Misnamed?
Excerpt from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “Ok, smarty pants, what about TFSAs? How do they fit in?” I added. Sandra glared at me and continued. “TFSA stands for Tax Free Savings Account. You don’t get any tax deduction for the money you
Three of our Best Insights for January 2025
Our Monthly 3-2-1- Newsletter Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads, whether you’re just starting your financial journey to retirement or
Three of our Best Ideas for December
Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist As we approach the end of 2024, now is the perfect time to take stock of your finances and make sure everything is in place for a successful 2025. We’ve organized this checklist to cover the most important areas for
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
We’re here to help you reach your financial goals. Each month, take a few minutes to check in on these key areas of your plan. A little time now can make a big impact later! Wrap-Up 2024: Your Year-End Financial Checklist As we approach the end of 2024, now is
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
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?
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
