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Health and Medical expenses
Blog

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.
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Beneficiary Designations
Blog

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 ...
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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

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

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