Cindy McDaniel

PODCAST SEASON 4 OPENER! 🤝Succession planning is critical for any business owner looking to transition to #retirement. In this episode, Jason and Mackenzie discuss the basics of succession planning. Join us as we head into the summer with a series about #SuccessionPlanning all June long.☀️ Find Season 4 and all episodes of our Solutions and Knowledge Podcast on Spotify, Apple Podcasts, and on our website under the Insights tab. #FinancialPlanning #FinancialPlannersRI #SmallBusinessOwners

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State-sponsored retirement programs fill gaps for employers who don't offer a retirement savings plan for their employees. While these allow the employer to let go of the financial responsibility, they do come with specific requirements. Read our blog https://lnkd.in/eqkQDgNT to read a thorough breakdown of ✅ States that have made recent updates to their programs ✅ Lessons from early adopters ✅ Where states are currently at with their programs #retirement #retirementplans

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Top 4 Milestones of a well-executed business succession plan: ✅Choosing a successor ✅Identifying potential obstacles ✅Training and development ✅Filling organizational gaps Learn more in Mackenzie’s latest article about succession plan timing: #SuccessionPlanning #RIFinancialPlanners #SmallBusinessOwners #Retirement

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Tax benefits and new credits aim to offset the cost of setting up new retirement plans and can be a ‘big win’ for plan sponsors. #401kplan #retirementplan #plansponsor #retirecomfortably

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How Your Core Values Impact Your Financial Plan # 440 - Listen Here: https://bit.ly/ylyw-440 Financial planning is about more than just numbers. It may be reflective of the values and priorities you hold dear. Today, John Walker, Regional Vice President, Mercer Advisors, discusses ways to help identify your guiding principles. He also discusses the financial benefits you, and your loved ones, may receive when you apply those principles. #financialplanning #retirementplanning

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We're excited to launch our Industry Acronyms Resource Page! This guide helps professionals navigate industry-specific terminology with ease. Check out the extensive list of clear, updated definitions. Explore the page here: https://lnkd.in/ggJW_i_Y Enhance your knowledge and communication skills today! #IndustryAcronyms #ProfessionalDevelopment #TransformanceAdvisors

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Using Debt to Your Advantage in Financial Planning # 444 - Listen Here: https://bit.ly/ylyw-444 Debt is a 4-letter word many savers and investors may want to avoid. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER™ professional Jason O'Meara, CFP®, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss smart ways debt can be used to your advantage in financial planning. #retirementplanning #investmentplanning #debt

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In this Responsive Advisors Lightning Round, PSTs Greg Crown, Robb Pieper and Jason Malmstadt will give you tips to help you clear up impediments and get your team working better together. Learn how to build good relationships, ask helpful questions, and solve problems as a group. Don't let obstacles slow your team down—start here and make your Scrum process smoother! Greg Crown Jason Malmstadt #Scrum #ScrumMaster #ScrumTeam

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Stay ahead in retirement planning! According to Ed Slott, 59% of Americans are unaware of the tax consequences of rollovers. Don’t miss his expert insights on navigating this crucial aspect. #RetirementPlanning #TaxConsequences https://loom.ly/ujXs6Ww

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If you're a high earner, a nonqualified deferred compensation plan can be a great way to save for #retirement. Learn more about how this plan works and the benefits it can provide: https://hubs.ly/Q02zTVC70

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Last week, Blake Willis demonstrated JULY’s planning and organizational tools and resources for retirement plan participants and advisors. To learn more, watch the replay! #webinar #financialadvisor #financialresources https://hubs.li/Q02zZMBx0

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A defined benefit pension plan provides a specific pre-determinable amount of benefits to a participant at the individual’s projected date of retirement. The form of benefit paid under this type of plan is generally a monthly annuity. A QDRO dividing a defined benefit plan is either in the form of a separate interest QDRO or a shared interest QDRO. Knowing the impact of both types of QDROs can impact what both parties receive from the plan during their respective lifetimes. It also impacts whether there is a survivor benefit to be paid from the retirement plan. Read more.

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