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REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

naming your executor
Blog

Who should you name as Executor?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should …

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Questions to ask your Financial Planner
Blog

Questions to Ask When Interviewing a Financial Planner

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important …

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PROBATE
Blog

Why Probate may be a good thing!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Much has been written about the various strategies to avoid probate …

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FAMILY CONVERSATIONS
Blog

COVID-19 and the Essential Family Conversations You Should be Having

COVID-19 has brought family planning and care issues to the forefront for many families as concerns for their loved ones and their economic well being …

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Ready to Retire
Blog

If you are within 5 years of retirement, do this now!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Track your expenses!!  If you are thinking about retiring within the …

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What are the different investment classes?
Blog

What are the different investment classes?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Before you invest your money, you should understand what the actual …

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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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