Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
Do you need Disability Insurance?
Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I didn’t see any disability insurance for
Trusts for Retirees – Probate Planning
When estate planning, most retirees wish to review strategies to avoid probate fees, which in Ontario are 1.5% of the value of the asset that is distributed via a will.
So, You’re an Executor – What are Your Duties and Liabilities?
Chapter Seven of Preserving Wealth. For your FREE Copy of Preserving Wealth, CLICK HERE The first three days of our vacation were perfect. The temperature was near thirty degrees, with
The Four Essential Family Conversations
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® Based on my experience of helping many families over the years, I have found that there
Nine Tax Strategies to Pay Less Tax in Retirement
Income tax is one of the largest expenses any retiree has. The Fraser Institute Report indicated that Canadians paid 42.3% of income as taxes in 2024. Your goal in retirement
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 to save taxes and/or
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
