Insights

Learn More About Retirement Planning & Wealth Management

My goal has always been to guide them in maximizing their potential.

Why I Do What I Do

I’ve always believed that people deserve to live their best lives, not just during their working years but as they transition into and through retirement. The reason for this is personal.  My mom passed away at 66 and my dad at 72, and they never got to enjoy retirement. This

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The Real Affect of Taxes and Inflation on Investment Returns

The Real Affect of Taxes and Inflation on Investment Returns

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Over the long term, taxation and inflation reduces your real purchasing power. The result can be quite dramatic and must be taken into consideration when investing. How do Taxes and Inflation affect investment returns? “You haven’t

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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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A couple ready to plan their retirement is asking the question how their financial advisor gets paid.
Blog

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 ...
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Our Monthly 3-2-1- Newsletter for May by Jack Lumsden, MBA, CFP®
Blog

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, ...
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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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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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