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  • HOME
  • About
    • Our Team
    • About Assante-Jack Lumsden, CFP®
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
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    • Tax Planning
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    • Our Book – Preserving Wealth
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    • Investment Planning Resources
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Menu
  • HOME
  • About
    • Our Team
    • About Assante-Jack Lumsden, CFP®
    • Client Interviews
  • Financial Services
    • Retirement Income Planning
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  • Resources
    • Our Book – Preserving Wealth
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Tag: Cashflow

Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement.

10 reasons to consolidate your investments as you approach retirement

In a recent conversation, I was asked if there are any advantages to consolidate their investments and financial advisors as they approach retirement.

Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals

Happy FAMily

One of the most important decisions a retiree must make is how to create an income and cash-flow strategy from the financial assets they have accumulated over their lifetime.

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