Chapter 5: Protecting Your Family
For your FREE Copy of Preserving Wealth, CLICK HERE The following weekend, Sandra and I woke up early on Saturday. The water was still, and the sun was just beginning to burn off the morning haze. We decided to slip down to the water for a quick swim before the kids woke up. When we […]
Do you need Disability Insurance?
Do you need Disability Insurance? While reviewing the financial documents during a meeting with a couple in their forties who wished to create a retirement plan, I didn’t see any disability insurance for one of the spouses. He had a group disability policy with work, but she was self-employed and didn’t have one. She mentioned […]
What are the top 26 Estate Planning tips to consider?
Estate planning helps ensure a stress-free transition of your assets to the next generation or intended beneficiaries. Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following are the top 26 estate planning tips from Preserving Wealth: The Next Generation. Have up-to-date wills. Have up-to-date powers of attorney for […]
What is the Eldercare Conversation?
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The current COVID -19 Pandemic has highlighted the key issue of Eldercare in Canada and why everyone should include an Eldercare strategy in their financial plan. In my experience, this is an important conversation that clients are having with their parents when […]