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Chapter 6: Estate Planning – Wills and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally
![What is a Certified Financial Planner?](https://jacklumsden.com/wp-content/uploads/2023/05/What-is-a-CFP.png)
What is a Certified Financial Planner?
Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how
![Retirement Income Investment Options](https://jacklumsden.com/wp-content/uploads/2023/05/will.png)
What Are the Retirement Income Investment Options?
As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement
![Chapter Five of Preserving Wealth about Protecting your Family](https://jacklumsden.com/wp-content/uploads/2023/04/Preserving-Wealth-Chapter-5.png)
Chapter 5: Protecting Your Family
For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and
![Why you need a Will](https://jacklumsden.com/wp-content/uploads/2020/11/will.png)
Why Do You Need A Will?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Although the past pandemic seems to be under control, it has
![What you need to know for RRSP Maturity Options](https://jacklumsden.com/wp-content/uploads/2021/10/RRSP-Maturity-Options-What-you-Need-to-Know.jpg)
RRSP Maturity Options: What you Need to Know
If you are turning 71 this year (born in 1952), you must convert your RRSP to an income plan by the end of 2023. It
What is Your Bear Market Plan in Retirement?
Preserving Wealth: Chapter Three, Retirement Income and Cash Flow Planning
Essential Insights from the Double O’s: Chapter Two
Retirement Tax Layering: Partial RRIF/RRSP Conversion
What are 7 Key Lessons for Inheritance and Financial Planning?
What Should We Do with the Change in Capital Gains Tax?
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
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