Insights
Learn More About Retirement Planning & Wealth Management
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
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
COVID-19 and the Essential Family Conversations You Should be Having
COVID-19 has brought family planning and care issues to the forefront for many families as concerns for their loved ones and their economic well being
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
Why Probate may be a good thing!
COVID-19 and the Essential Family Conversations You Should be Having
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
Download Your FREE copy of our White Paper: ‘Your Retirement Road Map: How to Make the Transition to Retirement’ HERE
