My Top Article Picks from the Past 3 Years

My top Article Picks from the past three years

Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.  INTRODUCTION Our blog has grown tremendously over the last three years, with over 100 posts, each aimed at providing valuable insights into financial planning. In this compilation, I’ve selected the articles that stand out as essential reads, whether you’re just starting your financial […]

What are the Risks to Retirement Income Planning?

What are the risks to Retirement Income Planning?

Excerpts from the Book – Preserving Wealth – written by Jack Lumsden, MBA, CFP® The following is an excerpt that describes some of the risks to retirement income planning. “That’s a great analogy, Uncle Wayne. I can see how it’s important to make sure you have a great plan as you transition to retirement, but […]