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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
The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there are four essential conversations that families should be having concerning their financial and estate plans. They are: The Estate Documents
You better have a Plan for a Retirement Home
“You better have a Plan for a Retirement Home, as I am not funding that bill.” Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® While having dinner with our daughter Paige the other night, the topic of money came up. Paige told us, “you
How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)
As a Canadian business owner or incorporated professional, planning for retirement goes beyond relying on your business value. An Individual Pension Plan (IPP) offers a strategic retirement tool, particularly beneficial for high-income earners aged 40 and above. What is an IPP? An Individual Pension Plan (IPP) is a defined benefit
What are the Top 26 Estate Planning Tips to Consider?
Estate Planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The Top 26 Estate Planning Tips… from Preserving Wealth: The Next Generation. Have up-to-date wills. Have up-to-date powers of
What are the key items to consider when reviewing your insurance needs?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® As we clattered around in the kitchen, we summarized the major points from our discussion about insurance: 1. Many people underestimate the amount of insurance they need and/or buy the wrong kind. For short-term needs (less
Insurance & Risk Management Financial Checklist
Questions to Ask When Interviewing a Financial Planner
Game Plan Strategy: Your Monthly Financial Checklist
Three of our Best Insights for July
Why Probate May be a Good Thing!
What are the Different Investment Classes?
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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