Peter Bielan

Are you relying on an automated service for your financial planning? HBKS Principal and Senior Financial Advisor Quinto F. Ambrosetti, CFP® explains how your financial needs can quickly become more complex and why partnering with a trusted financial advisor is the best strategy for achieving a successful financial future. #FinancialAdvisor #FinancialPlanning #RetirementPlanning

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Talking Money- The 40/60 rule, debunked! This week on Talking Money, Rooted Wealth Advisors’ Investment Advisor Representative, Joe Mateja, walks us through the industry standard 40-60 investment split for healthy risk management while also highlighting the flaws in the approach that the standard split is right for everyone. Catch the full episode here- https://lnkd.in/g22wbFBM

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Ready to streamline your portfolio management? ACG takes the reins, crafting your Investment Policy Statement, managing asset allocation, and fine-tuning your portfolio for growth. Leave the details to us while you focus on your priorities. 🌐 https://loom.ly/JkpnpMY #ACGInsights #OCIOServices #InvestmentAnalyst #PortfolioManagement

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“With over eight in 10 financial advisors expecting to increase allocations to alts by 2025, structured notes appear poised to increase in popularity, as found by the CAIS-Mercer Survey. Advisors can be well-positioned to reap the potential benefits of these strategies by doing research and understanding how they may fit into certain client portfolios." Read the latest insights on structured investment trends shared by Marc Premselaar: https://lnkd.in/geHjni5b #structuredinvestments #trends #financialadvisor

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Highly Recommended: The financial planning process detailed in this book, "The Bucket Plan" follows a three-bucket philosophy. This approach strategically allocates assets to effectively plan for and mitigate the various risks and challenges that may arise during retirement. The Bucket Plan Book features a preface by one of our Managing Partners, Eric Veve.

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The myths, facts, processes, costs and taxes. The Glacier Two-Pot Retirement System Webinar 2024 covered a plethora of topics and themes on the new retirement reform. With so much misinformation doing the rounds and clients' expectations' misalignment with reality, the focus on the webinar was to bring intermediaries up to speed with the facts. The webinar kicked off with presenter, Annalise De Meillon-Muller CFP®, debunking the myths and laying out the facts. The first panel discussion, facilitator Sibabalwe Mgijima CFP®️, and panelists Hester Mostert and Adele van der Schyff, explored four personas at different stages of life, and how they are likely to approach Two-Pot. They also unpacked some of the practicalities of accessing the savings withdrawal benefit and what to do if you don't want to access your retirement savings. In the second panel discussion, facilitator, Annalise De Meillon-Muller CFP® with panelists Elton James, Sherwin Govender CFP®, MBA, Natashja Terblanche, Zaheer Bhikha, and Hildegard Wilson, examined how Two-Pot is the biggest change in the retirement industry in decades and will likely transform retirement income planning going forward. #GlacierBySanlam #GlacierTwoPotsRetirementSystemWebinar

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Annuities can play a valuable role in retirement planning. However, it is crucial to understand how annuities are taxed to set realistic expectations for income and growth. To learn more about how an annuity may fit with your retirement planning, and to understand the tax implications, contact an Enza Financial Professional. #annuities #tax #retirementplanning https://lnkd.in/e_z5qeAQ

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As seen in the MDJOnline: Bil Lako, CFP®, explains how financial planning is both an art and a science. Don't just rely on assumptions—consult a pro to tailor your plan to your unique goals and risk tolerance. 📊🖌️ https://ow.ly/ZRNY50S41OO

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