Written by Jack Lumsden, MBA, CFP®, Financial Advisor, Assante Financial Management Ltd.
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
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 firstname.lastname@example.org, 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
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