Insights
Learn More About Retirement Planning
Insights
Learn More About Retirement Planning
What is the difference between Saving for Retirement and Creating a Cash-flow for Retirement?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes the difference between saving for retirement and creating a cash flow in retirement. “The key thing is that once you retire, you’ll want to create a strategy to replace
Protecting Your Family – Insurance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule is the amount of life insurance you need is linked to the amount of capital it would take to: What you have to remember is
How Business Owners Can Increase Retirement Savings Using an Individual Pension Plan (IPP)
As a Canadian business owner and incorporated professional, you understand the importance of planning for retirement outside of your business value. An Individual Pension Plan (IPP) is a great retirement tool, especially for high-income earners aged 40 and up. What is an IPP? An IPP is a defined pension plan
Chapter 6: Estate Planning – Wills and Powers of Attorney
For your FREE Copy of Preserving Wealth, CLICK HERE Sandra and I had just finished the dishes on Friday night at the cottage while Sally was playing with Connor and Paige out on the screened-in porch. We were all waiting for David’s family to arrive, and Sandra was a bit
What is a Certified Financial Planner?
Managing your finances and investments can be complicated. You may not be comfortable investing on your own. If you need help making decisions about how to manage your finances best, a Certified Financial Planner (CFP®) may be the answer. The CFP® marks after a planner’s name indicate they have achieved
What Are the Retirement Income Investment Options?
As you transition from your working years to retirement or optional work years, creating a cash flow stream from your investments is critical to retirement planning. There are five main retirement investment options to consider when developing a prudent plan for retirement cash flow: Income Only Investing, Income Focused Investing,
Download your FREE COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION
The Definitive Guide to Protecting, Investing, and Transferring Wealth.
