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REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

Tax Credit Reviews

Key Tax Credits to Review

Key Tax Credits to Review As everyone begins to assemble their tax documents to complete their 2021 income tax returns, there are some tax credits

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What are the risks to Retirement Income Planning?
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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 …

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How much are you spending?
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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 …

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Optimal Timing for Old Age Security Benefits
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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 …

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What is the Eldercare Conversation?
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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 …

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top Estate Planning Tips
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Appendix A: Uncle Wayne’s Top Estate Planning Tips

For your FREE E-reader Copy of Preserving Wealth, CLICK HERE   For more information, refer to Preserving Wealth: The Next Generation – The definitive guide …

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Chapter Nine of Preserving Wealth by Jack Lumsden
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Chapter 9: Probate, Trusts, and Estate Tax Minimizing Strategies

For your FREE E-reader Copy of Preserving Wealth, CLICK HERE “This is great coffee, Sandra,” said Uncle Wayne. “I wish you could talk your Aunt …

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Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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