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The Retiree’s Initial Tax Decision
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Additional editing by ChatGPT. In the recently released 2023 Fidelity Retirement Report, retirees’
Chapter Ten: The End of Summer
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE I could hardly believe it was already the Labour Day weekend. We had all arrived
What are the Risks to Retirement Income Planning?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks
How Much Are You Spending? A Hack to the Inevitable Question Everyone Wishes to Avoid from a CFP® Professional
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management, with additional editing by ChatGPT. This question often induces unease as it delves into
Optimal Timing for Initiating Old Age Security Benefits
One of the pivotal questions frequently encountered by retirees is, “When should I start Old Age Security (OAS) benefits?” Should OAS be commenced at age
What is the Eldercare Conversation?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The COVID-19 Pandemic highlighted the key issue of Eldercare in Canada
The Four Essential Family Conversations
You better have a Plan for a Retirement Home
How Business Owners Can Boost Retirement Savings with an Individual Pension Plan (IPP)
What are the Top 26 Estate Planning Tips to Consider?
What are the key items to consider when reviewing your insurance needs?
Preserving Wealth: Chapter Six, Estate Planning – Wills and Powers of Attorney
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
