Our Monthly 3-2-1- Newsletter
RESOURCE: Five Key Mindsets for the Transition to Retirement
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 on creating the mindsets for retirement transition in case you missed them.
RESOURCE: Retirees’ Tax Planning Checklist
With tax planning, there are two main time frames to review:
- One-Time Tax Decisions
- Annual Tax Strategies to Review.
RESOURCE: Retirement Tax Layering: Partial RRIF/RRSP Conversion
Retirees contemplating their financial strategy often find value in strategically converting a portion of their RRSPs to RRIFs before reaching the age of 71. This proactive approach allows individuals to capitalize on potentially lower income tax brackets, offering a more efficient way to manage their finances before the mandatory conversion of RRSPs to RRIFs at age 71.
Two curated articles!
Your Guide to Retirement Income in Canada
These are the most popular methods to make the most of your nest egg – and an RRSP ‘trick’ if you still do some work at age 71.
Your Guide to Retirement Income in Canada
Fitness Pros Weigh in on The Top Fitness Trends
Fitness experts across Canada are predicting a new age of fitness that prioritizes aging well, mental wellbeing, active recovery, and social connection. Based on responses from 1,000+ fitness professionals, the canfitpro Fitness Trends Survey for 2025 spotlights what’s expected in the Canadian fitness industry in the year to come.
Fitness Pros weigh in on the top fitness trends for 2024
One of something else!
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Best Regards, Jack
PS If you have enjoyed this 3-2-1, feel free to pass it along!
What To Do Next
Are You on Track with Your Retirement Strategy? FIND OUT TODAY!
For more information, refer to Preserving Wealth: The Next Generation – The definitive guide to protecting, investing, and transferring Wealth by Jack Lumsden, MBA, CFP® or schedule a call with Jack at 905-332-5503
Jack Lumsden is a Financial Advisor with Assante Financial Management Ltd. The opinions expressed are those of the author and not necessarily those of Assante Financial Management Ltd. Please contact him at 905.332.5503 or visit www.jacklumsden.com to discuss your circumstances before acting on the information above.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.
