Our Blog
Learn More About Retirement Planning & Wealth Management
![Strategies when Receiving an Inheritance](https://jacklumsden.com/wp-content/uploads/2020/11/Strategies-when-Receiving-an-Inheritance.jpg)
Strategies when Receiving an Inheritance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Having a reputable Financial Advisor is a good start. For the
![Chapter Four of Preserving Wealth The Next Generation](https://jacklumsden.com/wp-content/uploads/2023/03/Preserving-Wealth-Chapter-4.jpg)
Chapter 4: Tax Concerns, RRSPs, and TFSAs
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
![Resources as you approach retirement](https://jacklumsden.com/wp-content/uploads/2023/03/resources-to-review-as-you-approach-retirement.jpg)
Resources to Review As You Approach Retirement
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
![Key Financial Planning](https://jacklumsden.com/wp-content/uploads/2023/02/Financial-Planning-factss-and-figures.jpg)
Key 2023 Financial Planning Facts and Figures
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
![Chapter Three of Preserving Wealth](https://jacklumsden.com/wp-content/uploads/2022/11/jacks-blog-banners-chapter-three.jpg)
Chapter 3: Protecting and Preserving your Wealth
“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
![Tax Free Update for 2023](https://jacklumsden.com/wp-content/uploads/2023/02/jacks-blog-banners.jpg)
Tax-Free Savings Account (TFSA) Update for 2023
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
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
![Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.](https://jacklumsden.com/wp-content/uploads/2021/09/jackbook.png)