Insights
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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
Three of our Best Ideas for December
Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist As we approach the end of 2024, now is the perfect time to take stock of your finances and make sure everything is in place for a successful 2025. We’ve organized this checklist to cover the most important areas for
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
We’re here to help you reach your financial goals. Each month, take a few minutes to check in on these key areas of your plan. A little time now can make a big impact later! Wrap-Up 2024: Your Year-End Financial Checklist As we approach the end of 2024, now is
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
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
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
Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals
Your Monthly Game Plan Strategy
Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax
Smart Tax Strategies for Retirees I Keep Track of Health & Medical Expenses
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
Smart Tax Strategies for Retirees: Income Splitting
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
