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Retirees aim to reduce their tax burden while striving for a tax-efficient estate transfer to the next generation.

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’

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Tax Free Savings - Are they Misnamed?
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Are Tax Free Savings Accounts Misnamed?

Excerpt from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “Ok, smarty pants, what about TFSAs? How do they fit in?” ...
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Blog by Jack Lumsden on Three of the best Insights for January 2025.
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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 ...
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Three best ideas on retirement planning from our December Newsletter
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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 ...
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Wrap up 2024 - A simple Financial Checklist
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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. ...
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Why the Legacy Conversation is so Important
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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 ...
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My goal has always been to guide them in maximizing their potential.
Blog

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. ...
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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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