Pump Your Tires!
December 7, 2021
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is
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Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is
When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create
In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is
RRSP Maturity Options If you are turning 71 (born in 1950) by the end of 2021, you can no longer have an RRSP, and it
As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in tax means either more spending and/or preserving your wealth for you.
For your FREE Copy of Preserving Wealth, CLICK HERE We were finishing up the Cajun hot dogs when David had the gall to complain that …
As you reach your mid to late 50s and early 60s (and as you look in the mirror), you begin to realize you are closer …
RRSPs Spousal RRSP Rules TFSAs Old Age Security (OAS) OAS Claw Back (recovery tax) 2023 Canada Pension Plan (CPP) Payments Registered Education (RESP) Limits Probate …
“Well, David, I have to say one thing—you sure have become a good cook. This has been one of the best breakfasts we’ve had all …
Key Items: Resource: Tax-Free Savings Account Guide for Individuals TFSA Summary A Tax-Free Savings Account (TFSA) is a type of savings account that has …
Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of …
For a FREE E-book copy of Preserving Wealth, CLICK HERE
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