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Learn More About Retirement Planning 

Market Turndown and Recession

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You can take the following suggestions and actions to help navigate a market downturn. Key Suggestions Avoid doing anything drastic With a market decline, it can

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Risks to Retirement

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement that are different from the risks when simply saving for retirement. Unknown Time Frame – Longevity Risk: No one knows how long they will need

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Creating Retirement Road Map

How do you Create a Retirement Road Map?

Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a series of meetings that will: Identify your values and what is important to you. Determine what your retirement goals and income requirements are. Discuss your

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Chapter Two of Preserving Wealth
Blog

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE

Chapter 2: THE DOUBLE O’s – What You OWN and What You OWE Even though the first meeting was set for our cottage, I was ...
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Market Turndown and Recession
Blog

What to do during a Market Downturn or Recession

With the market decline this year and a potential recession, people want to know what they should do with their investments and financial plans. You ...
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Transition to Retirement
Blog

Your Retirement Road Map: How to Make the Transition to Retirement

White Paper INTRODUCTION Likely you have worked most or all your adult life, often for over 30 years. At some point you will be looking ...
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Risks to Retirement
Blog

Six Unique Risks to Retirement Income Planning

As part of the retirement income planning puzzle, there are several unique risks or challenges that you must account for in your planning for retirement ...
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Regular Progress Meetings
Blog

What should you expect in regular progress meetings with your advisor?

Regular progress meetings should be scheduled during the year to update and adjust your retirement income plan. Your advisor should behave more like a guide ...
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Creating Retirement Road Map
Blog

How do you Create a Retirement Road Map?

Once you have found a financial advisor that specializes in retirement income planning, they should be able to guide you through the process using a ...
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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