Three of our Best Ideas for December
Our Monthly 3-2-1 Newsletter Wrap-up 2024: A Simple Financial Checklist As we approach the end of 2024, now is the perfect time to take stock of your finances and make sure everything is in place for a successful 2025. We’ve organized this checklist to cover the most important areas for your year-end review: FHSA Eligibility […]
Why I Do What I Do
I’ve always believed that people deserve to live their best lives, not just during their working years but as they transition into and through retirement. The reason for this is personal. My mom passed away at 66 and my dad at 72, and they never got to enjoy retirement. This belief has driven me throughout […]
Game Plan Strategy: Monthly Financial Checklists
Monthly Financial Checklists As part of our commitment to helping you achieve your financial goals, we have provided you with a monthly financial planning checklist. This article will include the checklists we sent out for July, August, September and November. Each checklist focuses on a key area of a comprehensive financial plan, ensuring you stay […]
The Essential Steps as You Prepare for Retirement
Download the White Paper: How to Make the Transition to Retirement HERE. Typically, within 5 years of your projected retirement or work-optional date, it’s important to start taking key steps to ensure a smooth transition. This is a critical period to begin aligning your financial strategies with your future lifestyle goals. While everyone’s situation is […]
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 Top 26 Estate Planning Tips… from Preserving Wealth: The Next Generation. Have up-to-date wills. Have up-to-date powers of attorney for both property and […]
How Does Retirement Spending Change as You Age?
As people transition into retirement or semi-retirement, they often wonder how much they can safely spend without running out of money. Although no one can predict exactly how much they will spend 30 years from now, creating a projection is essential for planning. On average, retirees tend to spend less as they age. Here’s how […]
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 […]
Appendix G: Risk Management Planning
For your FREE Copy of Preserving Wealth CLICK HERE Protect yourself, your family & your retirement due to unforeseen or unexpected events without damaging your lifestyle and savings. Stage in Life Wealth Management Concerns Contingencies Single – No Kids Protect yourself Long Term Disability Insurance Protect your ability to earn income Critical illness Insurance […]
