Blogs from 2022

The 32 Blog Posts from 2022

Below I have sorted the thirty-two blog posts I wrote last year by topic of interest to make the content easier to find. Some of the articles are good, some are ok, and some are…

Feel free to forward them to any family or friends who may find them of value.

If you have any ideas or topics that you think would make for a good article, please pass them along! 

We are always looking for topics of interest, so if you have any specific questions or require clarification on any item, please let us know.

Tax Planning

Retirement Planning


Financial Planning

Estate & Insurance Planning

White Paper

Your Retirement Road Map: How to make the transition to retirement

Chapters from Preserving Wealth

The link to our 38 Blogs from 2021 is below:

The 38 Blog Posts from 2021

For more information, you can refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring wealth by Jack Lumsden, MBA, CFP®

Download our White Paper: Your Retirement Road Map: How to make the Transition to Retirement HERE 

For your FREE E-Copy of Preserving Wealth, CLICK HERE

This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness. Before acting on any of the above, please make sure to see me for individual financial advice based on your personal circumstances. The information provided is for illustrative purposes only. Commissions, trailing commissions, management fees and expenses, may all be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the Fund Facts and consult your Assante Advisor before investing.

Insurance products are services provided through Assante Estate and Insurance Services Inc.

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