Insights
Learn More About Retirement Planning & Wealth Management
The Three Estate Buckets
Annually with clients, we review how their estate will be distributed to their beneficiaries. We determine if there are any changes in their desires, or opportunities
What do I do if I don’t want to be an executor?
The question that arises occasionally from clients is: Can you turn down the role of an executor if you are named one? Why turn it
Risks to Retirement Income Planning
Retirement Income Planning is a speciality in the world of financial advice. There are specific risks that are different from simply saving for retirement. It
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question we receive is, “Should I transfer the ownership
What is the first step to creating your Financial Road Map for Retirement?
If you wish to create your own Financial Road Map for retirement, you need two things to start: You need to know where you are
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
The Three Estate Buckets
What do I do if I don’t want to be an executor?
Risks to Retirement Income Planning
Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees?
What is the first step to creating your Financial Road Map for Retirement?
The Four Pillars to a Successful and Happy Retirement
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
