STRATEGIC WEALTH & FINANCIAL PLANNING

Serving Burlington, Oakville & Surrounding Areas

REDUCE TAXES – MAXIMIZE INCOME – INVEST SMARTER – PRESERVE WEALTH

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 journey to retirement or seeking a refresher.

MINDSETS FOR THE TRANSITION TO RETIREMENT

The Four Pillars to a Successful and Happy Retirement

The Three Stages of Retirement Spending

Six Unique Risks to Retirement Income Planning

4 Things Retirees Should Know About the 4% Rule

How do you Create a Retirement Road Map?

CREATING YOUR RETIREMENT INCOME

The Six Levers to Retirement Income Planning

What are the Retirement Income Investment Options?

Retirement Income Withdrawal Strategies

Simplifying the Timing of Canada Pension Plan (CPP) for Retirees

How Much Are You Spending? A Hack to the Inevitable Question Everyone Wishes to Avoid from a CFP® Professional

PAYING LESS TAXES IN RETIREMENT

The Retiree’s Initial Tax Decision

Nine Tax Strategies to Pay Less Tax in Retirement

The Four Types of Income in Retirement

Retirees’ Tax Planning Checklist

Smart Tax Strategies for Retirees: Income Splitting

Tax Efficient Income Withdrawals

Paying Your Income Taxes in Retirement

PRESERVING WEALTH AND FINANCIAL NAVIGATION

How to Develop a Diversified Portfolio

RRSP Maturity Options: What you Need to Know

Why Invest in the Stock Market?

How to Navigate a Market Downturn for Retirees

Annuities Update for Retirees: Creating A Personal Pension Plan

What Are Segregated Funds?

WEALTH TRANSFER TO THE NEXT GENERATION

The Three Estate Buckets

The Four Essential Family Conversations

What are the top 25 Estate Planning tips to Consider?

Why Probate may be a good thing!,

Avoid a Huge $$$ mistake. Check your beneficiary designations now!

Should I transfer ownership of my house or investment account into joint ownership with my children to avoid probate fees?

ENSURING YOUR FAMILIES SECURITY

Medical and Health Are Options for Retirees

Protecting your Family – Insurance

What are the key items to consider when reviewing your insurance needs?

FOR BUSINESS OWNERS

How Business Owners can Increase their Retirement Savings by Investing within their Corporation

How Business Owners can Increase Retirement Savings Using and Individual Pension Plan (IPP)

Seven Strategies to Withdraw Corporate Assets for Retirement

SPECIAL CONSIDERATIONS

White Paper: Your Retirement Road Map: How to Make the Transition to Retirement.

Resources to Review As You Approach Retirement

Can we give money to our children to help with a home purchase?

Should I transfer the ownership of my house or investment account into joint ownership with my children to avoid probate fees? 

 

If you wish to delve deeper into any of these articles, please contact us at 905.332.5503, or jlumsden@assante.com, or use the link below to schedule a discussion: CLICK HERE

For more in-depth insights, 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 of Preserving Wealth, CLICK HERE

For your free retirement review, CLICK HERE.

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 are services provided through Assante Estate and Insurance Services Inc.

Preserving Wealth

 

 

 

Get Your FREE HARD COPY of our recently published Book PRESERVING WEALTH: THE NEXT GENERATION

The definitive guide to protecting, investing, and transferring wealth.

For a FREE E-book copy of Preserving Wealth, CLICK HERE

Also available to Purchase in Hard Copy HERE

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