"Owning a home is an important aspiration for most of us - but it cannot be the be-all and end-all of personal financial planning." Paul Diggle, abrdn's Chief Economist, explains how an over-reliance on property may be preventing a wider culture of saving and investing in the UK. Read more: https://ow.ly/U0K450Spiz5
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A lot of Australians struggle to cover unexpected expenses which can lead to financial stress. Make 2024 the year you develop a plan to save for that 'rainy day' and reduce your financial stress. We'll help by: - Assessing your financial situation and defining goals - Advising on suitable saving and investing strategies - Providing guidance on budgeting Don't let unexpected expenses catch you off guard. Contact us to learn more.
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We work with a lot of investors on this, so we’ve put together some information that delivers best practices for commercial property budgeting. Hopefully, this will help you maintain financial fitness and achieve your investment goals. To continue reading article, click here: https://lnkd.in/gsvuZHfb #financialfitness #commercialpropertybudgeting #HighDesertPropertyManagement
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Friday Briefing ✍: The UK might be the stable one now. James Igoe. Paras Anand. “We can look forward again. Walk into the morning, the sunlight of hope, pale at first, but getting stronger through the day.” Keir Starmer. Check out Eve Maddock-Jones' latest article 👇 https://incm.pub/4eRqApH #investing #assetmanagement #wealthmanagement #finance
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Bernstein’s Tom Pauloski, Senior National Director, Institute for Trust and Estate Planning, had a busy fall presenting to our professional #partners. For the past decade, historically low interest rates have been the cornerstone of #wealthtransfer planning. The seismic economic changes seen as of late may profoundly affect how tax professionals advise wealthy families. What do we expect the next generation of wealth transfer plans to look like? Reach out to me to discuss this and to learn more about our insight offerings for our professional partners. #BernsteinPartnersLeague
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Levies play a crucial role in strata living, keeping everything running smoothly and maintaining your property. However, you might wonder how the strata allocate these funds, especially given the considerable financial investment they require. We've often heard the question, "Where does strata levy money go?" Strata finances can be complex, but in this article, we'll simplify things and provide a clear understanding of how the money is spent. Read more -> https://lnkd.in/gysfBbNE #strataliving #stratamanagement #stratamanagementsydney #stratalevies
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Not being listened to? Have you ever felt like you are not being listened to at work? I bet you have some really good ideas on how you can improve things, change things, make things better but just not being listened to, DON’T let this be the same with your finances. If you have a financial adviser, you pay and have some ideas on how you can improve your own position, change things or just ways that could make things better and you are not being listened to is this the type of relationship you really want? You and your financial adviser should have a relationship that works for you, granted your adviser will need to be the big meanie sometimes and let you know if you did X you might not achieve Y or even Z but also give you other solutions that can help. If you want to be listened to give me a call on 01483 654135, lets chat. Leon.alden@2plan.com #IFA #IndependentFinancialAdviser #CorcilliumWealthManagement #HereToHelp #Guildford #Farnham #Farnborough #Bordon The value of an investment may fall as well as rise. You may get back less than the amount invested
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Fluctuations in the market can present opportunities for your investment portfolio, yet they may also erode the returns on your stocks or bonds. However, there is much more to it than just investments. We are industry leaders in creating personalized financial plans that work within the framework of current legislation on income-splitting, taxation and projected market changes. Furthermore, our plans are constantly under review by our entire team, which includes: CFPs (Certified Financial Planners) and CFAs (Chartered Financial Analysts). WGG. Looking beyond investments since 2004. Live wealthy. . . . #burlington #doctorslife #oakville #hamilton #hamont #toronto #dtburlon #meded #investmenttips #moneytips #wealthbuilding #financialfreedom #FinancialPlanning #WealthManagement #FinancialFreedom #SmartInvesting #MoneyMatters #Budgeting #InvestmentStrategies #RetirementPlanning #PersonalFinance #SavingsGoals #EstatePlanning #FinancialWellness #MoneyMindset #DebtFreeJourney #FinanceTips #family
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Principal & Private Wealth Advisor | ESG & Impact Investing | Endowments & Foundations | Entrepreneurs & Business Exit Planning | LGBTQ+
Bernstein’s Tom Pauloski, Senior National Director, Institute for Trust and Estate Planning, had a busy fall presenting to our professional #partners. For the past decade, historically low interest rates have been the cornerstone of #wealthtransfer planning. The seismic economic changes seen as of late may profoundly affect how tax professionals advise wealthy families. What do we expect the next generation of wealth transfer plans to look like? Reach out to me to discuss this and to learn more about our insight offerings for our professional partners. #BernsteinPartnersLeague
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Certified Financial Planner | Life Insurance Broker | Mortgage Broker | Mortgages with Gary - Mortgage Architects License #12728
Don't let confusion hold you back. As a Certified Financial Planner based in Ontario, I am dedicated to simplifying the complexities of investing. Let's chat about how to grow your wealth. Book an appointment and get the new year started right. https://lnkd.in/ekbQCvf #Investing #OntarioFinance #FinancialAdvice #londonontario #londonont #londonont #financetips #southernontario #windsoront
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Start investing today and take control of your financial future! At Coastal Bay Wealth Management, we offer expert guidance on money investing and saving techniques tailored to your goals. Don't wait—your journey to your financial future begins now. 727.910.2001 coastalbaywealth@raymondjames.com coastalbaywealth.com #Investing #FinancialPlanning #WealthManagement #StartToday #CoastalBayWealth
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