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Strategies to pay less tax in retirement.

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 45% of income as taxes in 2019.  Your goal in retirement should be to organize your income stream to: reduce the amount of tax you may have to pay  preserve any

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financial assistance

The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are…… 

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Estate Buckets

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 fees. In a recent webinar by  Michael Kitces, Mathew Jarvis, a US Financial Advisor, shared a concept he uses with clients

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Executors

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 down? You may not want to be the executor due to family conflict, or the job may be too much for you. So, can you turn

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retirement income planning

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 requires a different skillset for the advisor to be able to plan for the specific risks when developing an income plan that will last a

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Strategies to pay less tax in retirement.
Blog

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 45% of income as taxes in ...
Read More →
financial assistance
Blog

The 38 Blog Posts from 2021

I would like to thank all of you who have visited our blog and website. Below I have sorted the 38 blog posts I wrote ...
Read More →
Estate Buckets
Blog

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 ...
Read More →
Executors
Blog

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 ...
Read More →
retirement income planning
Blog

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 ...
Read More →
family and home
Blog

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 ...
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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

Book icon of Preserving Wealth - The Next Generation written by Jack Lumdsen, MBA, CFP.

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