Insights
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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 Wealth for the Next Generation, we are introduced to a family gathering at their father’s summer cottage in Honey Harbour. It’s the opening weekend of
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 fees or the estate administration tax. The reason is simple, in Ontario, probate fees are 1.5% of the estate over $50,000. This fee is applied
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 investment is. The following passage describes the three basic investment classes. Alice had listened politely but was clearly getting impatient. “So, Uncle Wayne, you know
What is the Process Once you Hire a Financial Advisor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I was speaking to someone on the phone a couple of weeks ago, and the question they asked was “what is the process after we hire a financial advisor?”. This is a very important question to
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 if you hire one. The following is a summary from FP Canada. How will I Pay for Your Services? Your planner should disclose in writing
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, creating a cash flow stream from your investments is critical to retirement planning. There are five main retirement investment options to consider when developing a
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
Retirement Income Planning
Medical and Health Care Options for Retirees
How to Prepare for the Next Big One.
Key Points for Wills and Powers of Attorney’s
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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