I would like to thank all of you who have visited our blog and website.
Below I have sorted the 38 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!
As always, if you have any specific questions or require clarification on any item, please let us know.
Retirement Planning
- What is the first step to creating your Financial Road Map for retirement? – Jack Lumsden, CFP®
- The Four Pillars to a Successful and Happy Retirement – Jack Lumsden, CFP®
- Pump Your Tires! – Jack Lumsden, CFP®
- The Six Levers to Retirement Income Planning – Jack Lumsden, CFP®
- Retirement Income Planning – 10 reasons to consolidate your investments and financial advisors as you approach retirement. – Jack Lumsden, CFP®
- How to Prepare for the Next Big One. – Jack Lumsden, CFP®
- You better have a Plan for a Retirement Home – Jack Lumsden, CFP®
- Questions to Ask When Interviewing a Financial Planner – Jack Lumsden, CFP®
- What is the process once you Hire a Financial Advisor? – Jack Lumsden, CFP®
- How do Financial Advisors get Paid? – Jack Lumsden, CFP®
- If you are within 5 years of retirement, do this now! – Jack Lumsden, CFP®
- How much income do you need in Retirement? – Jack Lumsden, CFP®
Tax Planning
- Smart Tax Strategies for Retirees: The Four Types of Income in Retirement – Jack Lumsden, CFP®
- Smart Tax Strategies for Retirees: Take Advantage of Key Tax Credits – Jack Lumsden, CFP®
- Smart Tax Strategies for Retirees: Tax Efficient Income Withdrawals – Jack Lumsden, CFP®
- Smart Tax Strategies for Retirees: Avoid the OAS Recovery Tax – Jack Lumsden, CFP®
- Smart Tax Strategies for Retirees: Income Splitting – Jack Lumsden, CFP®
Investment Planning
- RRSP Maturity Options: What you Need to Know – Jack Lumsden, CFP®
- Registered Education Savings Plan (RESP) – Jack Lumsden, CFP®
- What are the different investment classes? – Jack Lumsden, CFP®
- Are Tax Free Savings Accounts Misnamed? – Jack Lumsden, CFP®
- The Real Effect of Taxes and Inflation on Investment Returns – Jack Lumsden, CFP®
- Should we take Advantage of our unused RRSP contribution limits? – Jack Lumsden, CFP®
- Rebalancing Your Portfolio – Jack Lumsden, CFP®
- What are the Two Main Types of Risks when Investing? – Jack Lumsden, CFP®
- How do you Develop a Diversified Portfolio? – Jack Lumsden, CFP®
Estate Planning
- Key Points for Wills and Powers of Attorney’s – Jack Lumsden, CFP®
- Avoid a huge $$ mistake. Check your beneficiary designations now! – Jack Lumsden, CFP®
- Who should you name as Executor? – Jack Lumsden, CFP®
- Why Probate may be a good thing! – Jack Lumsden, CFP®
- COVID-19 and the Essential Family Conversations You Should be Having – Jack Lumsden, CFP®
- What is the Next Gen Education Conversation? – Jack Lumsden, CFP®
- Why the Legacy Conversation is Important – Jack Lumsden, CFP®
- The Four Essential Family Conversations – Jack Lumsden, CFP®
- What are the top 26 Estate Planning tips to consider? – Jack Lumsden, CFP®
Insurance/Risk Management Planning
- Medical and Health Care Options for Retirees – Jack Lumsden, CFP®
- Smart Tax Strategies for Retirees: Keep Track of Health & Medical Expenses – Jack Lumsden, CFP®
- What are the key items to consider when reviewing your insurance needs? – Jack Lumsden, CFP®
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®
For your FREE Copy CLICK HERE
For your free retirement readiness assessment CLICK HERE
Buy Preserving Wealth CLICK HERE
Jack Lumsden, MBA, CFP® Financial Advisor, Assante Financial Management Ltd.
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.
