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Tips for estate planning with Jack Lumsden, MBA, CFP, Financial Advisor

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

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Jack Lumsden discusses the importance of protecting your family with proper insurance.

Preserving Wealth: Chapter Five, Protecting Your Family

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  Chapter 5 of Preserving Wealth discusses the crucial topic of protecting your family through proper life insurance planning. During a lively weekend gathering, led by Uncle Wayne, they explore different types of life insurance, assess their coverage needs,

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How Does Retirement Spending Change as You Age? By Jack Lumsden, MBA, CFP® in Burlington.

How Does Retirement Spending Change as You Age?

As people transition into retirement or semi-retirement, they often wonder how much they can safely spend without running out of money. Although no one can predict exactly how much they will spend 30 years from now, creating a projection is essential for planning. On average, retirees tend to spend less

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Jack Lumsden, MBA, CFP®, Financial Advisor reviews Chapter Four invaluable lessons on tax concerns, RRSPs and TFSAs.

Preserving Wealth: Chapter Four, Tax Concerns, RRSPs and TFSAs

Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  For your FREE Copy of Preserving Wealth, CLICK HERE Uncle Wayne, with his wealth of financial knowledge, shared invaluable lessons on tax concerns, RRSPs, and TFSAs. Understanding these concepts can significantly impact your financial planning and retirement success.

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Spend the Money
Blog

“Spend the Money”: A Gentle Reminder That Life Is Happening Now

Intro: If you’ve ever felt guilty about spending your own money—even after a lifetime of saving – it turns out, you’re not alone. In a ...
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Ever feel like your financial plan has to be perfect?
Blog

“Why Being ‘Less Wrong’ Might Be the Best Plan”

Ever feel like your financial plan has to be perfect? It doesn’t. In fact, trying to make it perfect can actually hold you back. I ...
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Jack Lumsden can help you retire with confidence
Uncategorized

The Story of Chandler and Monica Retiring with Confidence

How Chandler & Monica Went From “Do We Have Enough?” to Retiring with Confidence Chandler (70) and Monica (73) were in a solid financial position ...
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The Essential Family Conversations You Should Be Having
Blog

The Essential Family Conversations You Should be Having

When the world experienced COVID-19 globally, it brought family planning and care issues to the forefront for many families as concerns for their loved ones ...
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Jack Lumsden can help answer questions on RESPs
Blog

Registered Education Savings Plan (RESP)

My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? A new client asked if it ...
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Three articles on retirement income planning
Blog

Three of Our Best Insights for September

Monthly One – Two – Three Newsletter RESOURCE: What is Your Bear Market Plan in Retirement?   Unfortunately, market declines and recessions will happen regularly, ...
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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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