How much income do you need in Retirement?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® 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 do we actually need in retirement, Uncle Wayne?” Uncle […]
How do you Develop a Diversified Portfolio?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® How do you Develop a Diversified Portfolio? “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 as much research and reading as Alice. How do […]