Retirement Solutions Specialist | Helping local businesses and organizations with the right 401(k), 403(b) and other retirement plan benefits for their employees.
As the year-end approaches, many companies are evaluating their benefit options including the employer-sponsored RETIREMENT plan.
I would love the opportunity to discuss how I can help empower you to streamline this benefit allowing you to focus on what matters most - growing your business as we go into 2024.
If this something you are interested in reviewing - click below to SCHEDULE a MEETING with me! #employeebenefits#hrbenefits#employerbenefits
Today's #SuperBowlLVI news brings not one, but two stories worth celebrating: the continued dominance of Travis Kelce and the impactful retirement of Jason Kelce
Travis, the ageless wonder, proves once again that talent transcends age. His fire on the field is a masterclass in athleticism and dedication, making him a force to be reckoned with in Arizona.
But let's not forget the heart of Philadelphia, Jason Kelce. His "Get your popcorn ready!" energy wasn't just a catchphrase; it embodied his passion, leadership, and unwavering commitment to the Eagles. His retirement signifies the end of an era, but his impact on the game and the city extends far beyond the gridiron.
The Kelce brothers offer a fascinating study in contrast. One charges towards another Lombardi, the other departs a champion. It's a testament to the diverse paths within the NFL, showcasing not only the thrill of victory but also the grace of stepping down at the top.
Beyond the Kelce narrative, this moment sparks broader questions. What does it mean to leave on a high note? How do athletes transition from the intensity of the game to a different chapter in life?
As George's observation highlights, the Kelce brothers remind us that athletes are individuals with lives beyond the spotlight. They aren't just celebrities; they're family, friends, and members of our communities.
So, while we celebrate Travis's Super Bowl run and Jason's legacy, let's also use this opportunity to explore the deeper themes of athleticism, legacy, and navigating life after the roar of the crowd.
#NFL#Retirement#BeyondTheGame#KelceBrothers#Legacy#PatriaWealthGroup#FamilyFirstRetirement
Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions#InheritedPensions
If you're lucky enough, you might find yourself at a crossroads in which you face retirement. As an entrepreneur, this transition doesn't always come naturally or at all.
When I sold my company after 31 years, the question on everyone's lips was "are you retiring?" The word "retire" conjures up different thoughts and emotions for many, but my gut response to that question, "hell no!" Just because you reach a certain age or status in life, it doesn't mean you need to retire. In many ways, my life and career are just beginning.
I spoke about this time of transition, reinvention and "rewiring, not retiring" with members of the TOWER Fellows Program at the Texas McCombs School of Business. It's an amazing group of lifelong learners who signed up to continue their educational journey together. It's an interesting program to explore if you find yourself at this same crossroad someday. #RewireNotRetire#newbeginnings#reinvention#midlife#keepgoing#freshstart#leadershipadvice#businessadvice#cowgirlpower
Founder at Redstone Associates; Chartered Accountants providing solutions for Private Clients & Entrepreneurs. Specialists in R&D tax credits and reliefs.
Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions#InheritedPensions
I had such a great time discussing retirement formulas (nope, don't read anything in to that...), the three phases of life, marketing of the 'golden years,' and much more with Nick Lalonde, CFP®, CEPA®. Nick also teaches me about Ikigai, the intersection of what you are good at, what you love, what that world needs, and what you can be paid for. Check out our conversation: https://lnkd.in/e9K7hQ4M
One of the hardest topics to get on-air is aging. Anti-aging and products to help you look young, no problem. But the actual issues around the cost of aging and the impact this has on family members? That was always a harder sell.
It's why we're thrilled to work with someone as dynamic and passionate about this topic as Mallory McGrath, B.Mus, CEA. Mallory saw the need to open up dialogue about the realities of aging and the importance of communicating with family members. We're living longer than ever before, which means our retirement resources have to do a lot more than many planned.
Here's Mallory exploring this issue and offering solutions on a recent appearance:
https://lnkd.in/gpS3ee2j
I am so proud of my Brother, Jim Lusk, CFP®,CLU®, ChFC®, CLF®, M.Ed. He was just interviewed by Tom Hegna for his Spotlight series. For those of you who have asked me about him, this interview is a great introduction to his over 40 years in the Financial Services industry. Here's the interview before it's broadcast on Fox Business News:
