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Pump your Tires

Pump Your Tires!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is

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Medical and Health Care Options

Medical and Health Care Options for Retirees

While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health insurance expires when you retire.

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Pump your Tires
Blog

Pump Your Tires!

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® I ride my bike during the winter when the temperature is ...
Read More →
Retirement Income Planning
Blog

The Six Levers to Retirement Income Planning

When you are about to make the big transition from your working years to your work optional or retirement years, you will need to create ...
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10 reasons to consolidate your investments as you approach retirement
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Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.

In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.
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Four types of Income Retirement
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Smart Tax Strategies for Retirees: The Four Types of Income in Retirement

Planning for taxes in retirement is like putting together a puzzle that is specific to each retiree. The type of income determines how it is ...
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Key Tax Strategies
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Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits

As a retiree, there are a few tax credits you should be aware of which may reduce your tax bill. Every dollar you save in ...
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Medical and Health Care Options
Blog

Medical and Health Care Options for Retirees

While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and ...
Read More →

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.

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