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Have you seen the new #FiduciaryVoices #FinLit video series being produced by Impact Communications, Inc. - Marketing & PR? Proud of my executive and production teams! Go, team go! Many thanks to the lovely and talented Rebekah Law, BA, CCC for guest hosting our summer series on travel planning. Each episode provides great insights on how to get the most out of your vacation money. This interview with Maria Hernandez Huerta, CFP® of Truman Wealth Advisors / Equita Financial Network is a great example!

Despite the importance of pension contributions to future well-being, 1 in 4 people saving into a workplace pension don’t know the rate of their contributions, and 1 in 5 people with a defined contribution (DC) pension in accumulation didn’t know the size of any of their pension pots. Addressing this gap, Beesure offers free pension workshops tailored specifically for clinic owners and their employees. Designed to demystify pension types, benefits, and retirement options, incorporating a Q&A to address individual queries. Available both in-person and virtually, these workshops aim to equip you and your team with the necessary knowledge to make informed decisions about financial and retirement planning. You can also find our more about our pension resources by downloading our latest guide 'Essential Financial Guide for SME's in South Wales 2024'. https://lnkd.in/ecZv2fBD #Pensions #PensionConsolidation #PensionAdvice #WorkPlacePension

We can’t believe it’s been 27 years already! Highland has always prided itself on its dedication, innovation, and strategic thinking – all in an effort to help plan for the unexpected and we will continue to do so. The Highland team is so excited to see what the future holds. And just remember, as Fred Astaire once said, “Old age is like everything else. To make a success of it, you’ve got to start young.” #HappyBirthday #LifeInsurance #Annuities #LongevityPlanning #DisabilityInsurance

I’m extremely proud of Petticoat-Schmitt’s transition into an employee owned company. While the due diligence and lengthy transaction was a heavy lift, the actual decision to sell the company to the employees through an ESOP was not a difficult one. Three primary issues helped guide my decision. One, I knew that after all we had been through as a team, there was no way I could sell the company to a third party and risk compromising our culture. It is very important to me that we can maintain our culture and continue to pursue our vision as a team. Second is legacy and succession. I want Petticoat-Schmitt and it’s unique culture to live long beyond me and I want young talented leaders to see that future and to be attracted to the opportunity. Third is financial opportunity for the loyal hard working employee owners of Petticoat-Schmitt. I want those who work hard, provide value, put in the time and effort to be financially rewarded above and beyond what just a salary and 401k can provide. It’s my dream to have employee owners with million dollar plus ESOP share values. Having just completed the first 30% transaction on May 31st of this year, we are just beginning our employee ownership journey. Fortunately we have been an open book company and have shared profits with all employees for many years so I feel we have a head start on the financial training effort, but there is a lot more to do. Communication and training are essential. Much like starting a business, it takes time and effort to see the fruits of your labor. Other experienced ESOP participants have told me it takes 2-4 years for it to really “kick in” as it takes that amount of time to see substantial growth in the ESOP balances. We are not going to wait though. We are committed to to driving ownership thinking through our organization with education, communication and awareness as we grow the company. I want employee ownership to be a robust part of our culture rather than just another retirement plan sitting in the background. Many have asked me if this is a retirement or a “slowing down” plan for me. Heck no! I’m Ryan 2.0! I’m more excited to lead Petticoat-Schmitt as a co-owner with the rest of our team than I ever was as the 100% owner. I’m inspired to grow the company and get to the phase of our ESOP journey when we become 100% employee owned.

🏖️👨👩👧👦 Thinking of leaving your timeshare to your kids? Before you make it a family legacy, here’s what you need to consider! Watch our quick guide to understand the benefits and responsibilities that come with timeshare inheritance. ✨ #FamilyLegacy #TimeshareTips #SmartPlanning

Why a Vacation Home Is the Ultimate Summer Upgrade Summer is officially here and that means it’s the perfect time to start planning where you want to vacation and unwind this season. If you’re excited about getting away and having some fun in the sun, it might make sense to consider if owning your own vacation home is right for you. An Ameriprise Financial survey sheds light on why people buy a second, or vacation, home (see below): • Vacation destination or a... #homegoals #houseshopping #mercedespomales #mercedesisyourrealtor #mercedessellshomes #Latinarealtor #MercedesBIGAgent #SoldBuyMercedes #mercedesisyourlender #mercedesCCM #mercedesrealtydreams

Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare

Let me re-introduce myself... I’m Justin Sheaffer, and I’m thrilled we have connected here. Many of you know me from my days as an athlete in the world of Parkour. The discipline of jumping, leaping between buildings, and training my body/mind to carry me safely from one point to another has always been a part of my life. Turns out these same principles are effective at navigating through our financial journeys. In Parkour, you have to trust yourself and your abilities. You plan your movements, judge the distances, and ultimately make the leap... Similarly, when it comes to managing your finances, you need to trust your knowledge, plan carefully, and sometimes take bold steps. Just as in Parkour, where every jump is calculated, every financial decision should be made with precision and confidence. Think about it – when you’re up on that rooftop, ready to jump, you rely on your training, your experience, and your instincts. You also often rely on your team, those around you who understand the risks and support you. In the same way, building a solid financial future requires not only self-reliance but also the support of trusted advisors and experts who can guide you. Whether it’s saving for retirement, investing in your future, or planning your estate, these financial leaps can feel daunting. But with the right preparation and trust in your plan and advisors, you can navigate these challenges with confidence. Thank you for the opportunity to contribute to your journey. These inevitable leaps are coming for us all. Let's work together to prepare for the big jumps! #FinacialPlanning #BusinessSuccession #WealthManagement #LifeInsurance

Have you considered how long-term-care costs could affect your retirement budget? Find out more. #LongTermCare