Game Plan Strategy: Beneficiary Financial Checklist
We’re here to help you stay on track with your financial goals. This monthly checklist is designed to keep your financial plan moving in the right direction—one step at a time. Taking a few minutes to review this now can help you make informed decisions and stay ahead of any financial surprises. Office Hours Have […]
Preserving Wealth: Chapter Five, Protecting Your Family
Authored by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd. Chapter 5 of Preserving Wealth discusses the crucial topic of protecting your family through proper life insurance planning. During a lively weekend gathering, led by Uncle Wayne, they explore different types of life insurance, assess their coverage needs, and discuss the importance of […]
Protecting Your Family – Insurance
Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CPA® How much Life Insurance do we need? “ A common rule is the amount of life insurance you need is linked to the amount of capital it would take to: What you have to remember is that you’re not really insuring […]
Medical and Health Care Options for Retirees
While working many Canadians have medical and health insurance as an employee benefit. Their company often pays for a substantial portion of the coverage, and most often medical and health insurance expires when you retire.
