Insights
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Chapter Ten: The End of Summer
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE I could hardly believe it was already the Labour Day weekend. We had all arrived
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
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
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
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
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
Are Tax Free Savings Accounts Misnamed?
Three of our Best Insights for January 2025
Three of our Best Ideas for December
Game Plan Strategy – Wrap-Up 2024: A Simple Financial Checklist
Why the Legacy Conversation is Important
Why I Do What I Do
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The Definitive Guide to Protecting, Investing, and Transferring Wealth.
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