Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Smart Tax Strategies for Retirees: Income Splitting
Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who
Who Should You Name As Executor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should we name as executor in our Wills? The true answer is that it depends on your situation. It usually ends up based on how complicated
“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 recent chat with Carl Richards, creator of The Sketch Guy and author of the new book Your Money: Reimaging Wealth in 101 Simple Sketches, we
“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 recently had the chance to speak with Carl Richards, author of the new book Your “Money: Reimaging Wealth in 101 Simple Sketches” — and one
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 on paper: They had saved diligently and avoided debt for decades. But as Chandler’s April 30, 2025 retirement date approached, they started to worry: They
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 and their economic well being have become top of mind. Everyone’s life has been impacted, regardless of age. As a result, families realize they should
Do you need Disability Insurance?
Trusts for Retirees – Probate Planning
So, You’re an Executor – What are Your Duties and Liabilities?
The Four Essential Family Conversations
Nine Tax Strategies to Pay Less Tax in Retirement
The Three Estate Buckets
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
