Insights

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Middle Age couple enjoying cooking together as part of their retirement plan.

If you are within 5 years of retirement, do this now!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!!  If you are thinking about retiring within the next 5 years, you need to determine how much you spend in a year. Your day to day living expenses is the starting point to

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Three of our best insights for February 2025

Three of our Best Insights for February 2025

Our Monthly 3-2-1- Newsletter RESOURCE: Nine Tax Strategies to Pay Less Tax in Retirement Your goal in retirement should be to organize your income stream to: The result will be greater spending for you today and potentially greater wealth for the next generation. RESOURCE: The Three Stages of Retirement Spending When

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Case Study on Ross and Rachel's transition to Retirement so they have a clear path forward.

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

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What is the Next Gen Education Conversation?

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

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Blog by Jack Lumsden on Three of the best Insights for January 2025.

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

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Spend the Money
Blog

“Spend the Money”: A Gentle Reminder That Life Is Happening Now

Intro: If you’ve ever felt guilty about spending your own money—even after a lifetime of saving – it turns out, you’re not alone. In a ...
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Ever feel like your financial plan has to be perfect?
Blog

“Why Being ‘Less Wrong’ Might Be the Best Plan”

Ever feel like your financial plan has to be perfect? It doesn’t. In fact, trying to make it perfect can actually hold you back. I ...
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Jack Lumsden can help you retire with confidence
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The Story of Chandler and Monica Retiring with Confidence

How Chandler & Monica Went From “Do We Have Enough?” to Retiring with Confidence Chandler (70) and Monica (73) were in a solid financial position ...
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The Essential Family Conversations You Should Be Having
Blog

The Essential Family Conversations You Should be Having

When the world experienced COVID-19 globally, it brought family planning and care issues to the forefront for many families as concerns for their loved ones ...
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Jack Lumsden can help answer questions on RESPs
Blog

Registered Education Savings Plan (RESP)

My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? A new client asked if it ...
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Three articles on retirement income planning
Blog

Three of Our Best Insights for September

Monthly One – Two – Three Newsletter RESOURCE: What is Your Bear Market Plan in Retirement?   Unfortunately, market declines and recessions will happen regularly, ...
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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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