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Why the Legacy Conversation is so Important

Why the Legacy Conversation is Important

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Legacy conversation is an important talk to have with your children and beneficiaries in order to reduce stress and potential conflict in the future.  It will put your children at ease and provide for peace

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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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Insurance & Risk Management Financial Checklist
Blog

Insurance & Risk Management Financial Checklist

Your insurance and risk planning are big pieces of your overall financial picture. Use this checklist to make sure your coverage still fits your goals ...
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Deciding on which financial planner to hire is a particularly important decision for families to make.
Blog

Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important ...
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Smart tax planning can make a real difference. If you'd like to review your plan or have questions about anything on this checklist, we’re here to help.
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Game Plan Strategy: Your Monthly Financial Checklist

This Month’s Focus: Tax Planning Tips to Keep More of What You Earn Smart tax planning can make a real difference—not just today, but over ...
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Three Insights for July 2024 by Jack Lumsden, MBA, CFP®
Blog

Three of our Best Insights for July

Our Monthly 3-2-1- Newsletter RESOURCE: Preserving Wealth: Chapter One, What are the 7 Key Lessons for Inheritance and Financial Planning?  In the first chapter of Preserving ...
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Probate Trusts and Estate Tax
Blog

Why Probate May be a Good Thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate ...
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Differences in Investment Classes discussion by Jack Lumsden, MBA, CFP®
Blog

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 ...
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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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