Our Blog
Learn More About Retirement Planning & Wealth Management
The Four Pillars to a Successful and Happy Retirement
When helping clients and their families make the transition to retirement or work optional years, I have discovered that there are four key pillars to
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
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
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.
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
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 tax means either more spending and/or preserving your wealth for you.
The Four Pillars to a Successful and Happy Retirement
Pump Your Tires!
The Six Levers to Retirement Income Planning
Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.
Smart Tax Strategies for Retirees: The Four Types of Income in Retirement
Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits
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
