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Income Splitting

Smart Tax Strategies for Retirees: Income Splitting

Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who is in a lower tax bracket.

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Beneficiary Designations
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Avoid a huge $$$$ mistake. Check your beneficiary designations now!

A recent article from CBC,  Halifax women calling for more protections on RRSPs after husband’s sudden death by Emma Davie, reviews what can happen if ...
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Income Splitting
Blog

Smart Tax Strategies for Retirees: Income Splitting

Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split ...
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RESP for kids
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Registered Education Savings Plan (RESP)

My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? Excerpts from the Book – Preserving ...
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naming your executor
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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
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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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The Definitive Guide to Protecting, Investing, and Transferring Wealth.

You can purchase a Hard Copy of Preserving Wealth HERE

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