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Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses
A smart tax strategy during retirement is to keep track of your medical expenses and take advantage of any credits that may be available.
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
A recent article from CBC, Halifax women calling for more protections on RRSPs after husband’s sudden death by Emma Davie, reviews what can happen if
Smart Tax Strategies for Retirees: Income Splitting
Income tax is one of the largest expenses any retiree has. A smart tax strategy to reduce a family’s overall tax burden is to split the income. This means to shift income from a spouse or common law partner (CLP) who is in a higher tax bracket to one who is in a lower tax bracket.
Registered Education Savings Plan (RESP)
My kids are 18 and 20, does setting up a new Registered Education Savings Plan (RESP) still make sense? Excerpts from the Book – Preserving
Who should you name as Executor?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® A common question I received as an advisor is whom should
Questions to Ask When Interviewing a Financial Planner
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Deciding on which financial planner to hire is a particularly important
Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses
Avoid a huge $$$$ mistake. Check your beneficiary designations now!
Smart Tax Strategies for Retirees: Income Splitting
Registered Education Savings Plan (RESP)
Who should you name as Executor?
Questions to Ask When Interviewing a Financial Planner
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
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