Essential Insights from the Double O’s: Chapter Two
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. For your FREE Copy of Preserving Wealth, CLICK HERE Chapter 2 delves into the importance of assessing one’s financial standing through the “Double-O Lists” – what you Own and what you Owe. Set in a familial setting, Uncle Wayne imparts invaluable wisdom, stressing […]
What are 7 Key Lessons for Inheritance and Financial Planning?
Preserving Wealth for the Next Generation In the first chapter of Preserving Wealth for the Next Generation, we are introduced to a family gathering at their father’s summer cottage in Honey Harbour. It’s the opening weekend of summer, but it’s filled with mixed emotions, as the family is coming to terms with the loss of […]
How much Income do you need in Retirement?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® For your FREE Copy of Preserving Wealth CLICK HERE How Much Income Do You Need in Retirement? The following is an excerpt that describes how much income you need in retirement – “You’ve been retired for a while. How much income […]
How do you Develop a Diversified Portfolio?
How do you Develop a Diversified Portfolio? For your FREE Copy of Preserving Wealth CLICK HERE Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® “So how do you actually develop a diversified portfolio?” asked Sally. “I understand the basics between bonds and equities, and clearly I haven’t been doing […]
Appendix H: Interview Questions For A Financial Planner
How To Interview A Financial Planner For your FREE Copy of Preserving Wealth CLICK HERE Financial planners can help you plan for retirement, find the best way to finance a new home, save for your child’s education or simply help put your finances in order. Whatever your needs, working with a professional financial planner is […]
Free Book Offer to Kick Off Your Finances in 2024!
As we start the new year, the desire to organize and get our “financial house” in order is a common resolution. To jump start this process, I am thrilled to extend an exclusive offer– a chance to receive one of 10 complimentary hard copies of “Preserving Wealth: The Next Generation, The Definitive Guide to Protecting, […]
My Top Article Picks from the Past 3 Years
Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. INTRODUCTION Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads, whether you’re just starting your financial […]
Annuities Update for Retirees: Creating A Personal Pension Plan
For your FREE E-Copy of Preserving Wealth, CLICK HERE In recent years, annuities have gained renewed appeal for retirees due to the shift in interest rates. This article explores annuities and why they could benefit your retirement income strategy. Understanding Annuities – Your Personal Pension Plan An annuity is a contract with a life insurance company […]
Chapter Ten: The End of Summer
For your FREE E-reader Copy of Preserving Wealth, CLICK HERE I could hardly believe it was already the Labour Day weekend. We had all arrived at the cottage on Friday night, and this would likely be the last time we’d all be together until Thanksgiving. It was easy to tell that summer was almost over. […]
What are the Risks to Retirement Income Planning?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks to retirement income planning. “That’s a great analogy, Uncle Wayne. I can see how it’s important to make sure you have a great plan as you transition to retirement, but […]