Succession Ready is a free program for Rhode Island small business owners who are considering retirement, succession, or selling their business - whether you're thinking about an exit in 6 months or 6 years. New Majority Capital Foundation is partnering with Community College of Rhode Island (CCRI) Division of Workforce Partnerships and Rhode Island Commerce to bring this program back to RI in October. Sign up for one of the two virtual info sessions to learn what benefits your company will gain when you Get Succession Ready: https://lnkd.in/eueC5h9c
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It's a startling truth – 70% of Americans believe their only retirement plan is to just keep working. But it doesn't have to be that way! I was once part of that 70%. Working as a cop, retirement seemed like a distant, unreachable dream. But through real estate investing, I broke free from that cycle. Now, after being retired for 20 years, I'm here to help you do the same. You don't have to accept a future where retirement is just a fantasy. With my PROVEN real estate strategies, you can build a path to financial freedom and secure your golden years. I've flipped over 4000 houses and helped countless people turn real estate into a lucrative retirement plan. The key is to start now. The longer you wait, the harder it becomes. Visit my website to learn how you can get started on your journey to financial independence. Let's change that scary statistic and make sure you're part of the group that retires comfortably and on your own terms. Don't be part of the 70%. Be part of the success stories. chucksmithsystems.com
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Financial Planning is about driving your goals forward, not just managing your money. It's what provides the meaning to how we help others!
At Claire Reid Wealth Advisory we don't just manage your money, we help you plan to achieve the life you want, over the course of your lifetime. We work with clients in all stages of life—whether they are entering into domestic partnerships, building families, running small businesses, preparing for retirement, or restructuring after major life changes. Learn more: https://lnkd.in/gRvUeqMn
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Few business owners start with the end of their business in mind. But, for those who do, the road to retirement and succession is much more successful. Check out the #buildingwealthyhabits Succession Planning episode https://bit.ly/3IlG6vb
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Whether you’re building your business or actively reflecting on retirement and succession, with Lincoln Financial Network, you’ll have access to resources to chart what comes next. We’ve developed AdvisorTrac, a program that supports you with everything from business growth and valuation to succession planning. Have questions about your business’s future? We have answers. #PracticeManagement
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So much opportunity to get ahead of possible regret in your planning process. Enjoy this article from Kiplinger and always let Strada Wealth Management know if we can help! #retirementstrategy
At Strada Wealth Management, Jennifer Failla and the team spend so much of their time with clients focused on this topic. And specifically related to this great article from Kiplinger, how to not get caught in a position of regret. Always good to see the wisdom on #retirementplanning and #financialplanning coming together in a great way! https://lnkd.in/gD2d8Vv2
Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
kiplinger.com
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Rollovers can come in many forms depending on the type of retirement account the assets are coming out of and the type of retirement account they are going into. That fact alone makes them confusing. Rollovers between IRAs require special care to avoid costly mistakes. https://brev.is/hujP1
Ten Things You Should Know About IRA-to-IRA Rollovers
benjaminfedwards.com
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At Strada Wealth Management, Jennifer Failla and the team spend so much of their time with clients focused on this topic. And specifically related to this great article from Kiplinger, how to not get caught in a position of regret. Always good to see the wisdom on #retirementplanning and #financialplanning coming together in a great way! https://lnkd.in/gD2d8Vv2
Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
kiplinger.com
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Senior Financial Advisor at Wells Fargo Advisors | Assisting Clients with Tailored Wealth Management Solutions
𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐒𝐢𝐝𝐧𝐞𝐲 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐂𝐡𝐚𝐧𝐠𝐞 We understand that the closure of the ACCO plant in Sidney has impacted many in our community. This change may leave you with questions about your financial future, especially regarding your 401(k) plans. At Curley Wealth Management, we are here to support you during this transition. If you are considering rolling over your 401(k) due to the recent changes, our team is ready to provide guidance and explore the best options for you. 𝐖𝐡𝐲 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫 𝐚 𝟒𝟎𝟏(𝐤) 𝐑𝐨𝐥𝐥𝐨𝐯𝐞𝐫? ➡️A rollover can offer more control over your investment choices. ➡️It may provide more flexibility in terms of withdrawal options. ➡️ Consolidating your retirement accounts can simplify your financial management. 𝐎𝐮𝐫 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭: ➡️We offer personalized consultations to understand your unique financial situation. ➡️Our team will guide you through the rollover process, ensuring it aligns with your long-term financial goals. ➡️ We believe in building a strong financial foundation for every member of our community. Change can be challenging, but you don't have to navigate it alone. Let's work together to secure your financial future. 🔗Start the Conversation:
Contact - Corbin Curley - Curley Wealth Management Group of Wells Fargo Advisors, Oneonta, NY | Wells Fargo Advisors
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𝐒𝐮𝐩𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐒𝐢𝐝𝐧𝐞𝐲 𝐓𝐡𝐫𝐨𝐮𝐠𝐡 𝐂𝐡𝐚𝐧𝐠𝐞 We understand that the closure of the ACCO plant in Sidney has impacted many in our community. This change may leave you with questions about your financial future, especially regarding your 401(k) plans. At Curley Wealth Management, we are here to support you during this transition. If you are considering rolling over your 401(k) due to the recent changes, our team is ready to provide guidance and explore the best options for you. 𝐖𝐡𝐲 𝐂𝐨𝐧𝐬𝐢𝐝𝐞𝐫 𝐚 𝟒𝟎𝟏(𝐤) 𝐑𝐨𝐥𝐥𝐨𝐯𝐞𝐫? ➡️A rollover can offer more control over your investment choices. ➡️It may provide more flexibility in terms of withdrawal options. ➡️ Consolidating your retirement accounts can simplify your financial management. 𝐎𝐮𝐫 𝐂𝐨𝐦𝐦𝐢𝐭𝐦𝐞𝐧𝐭: ➡️We offer personalized consultations to understand your unique financial situation. ➡️Our team will guide you through the rollover process, ensuring it aligns with your long-term financial goals. ➡️ We believe in building a strong financial foundation for every member of our community. Change can be challenging, but you don't have to navigate it alone. Let's work together to secure your financial future. 🔗Start the Conversation:
Contact - Corbin Curley - Curley Wealth Management Group of Wells Fargo Advisors, Oneonta, NY | Wells Fargo Advisors
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Estate Planning Legal Counsel that focuses on keeping families out of court and conflict | Legacy Planning | Heir Protection | Trusted Legal Advisor
Many of us have been working hard most of our life with a promise of #retirement. If that is you, this is a great article for you to read
At Strada Wealth Management, Jennifer Failla and the team spend so much of their time with clients focused on this topic. And specifically related to this great article from Kiplinger, how to not get caught in a position of regret. Always good to see the wisdom on #retirementplanning and #financialplanning coming together in a great way! https://lnkd.in/gD2d8Vv2
Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
kiplinger.com
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