Cape Ann Savings Bank’s Post

Tomorrow is not only Leap Day but it’s also the last day to contribute to your RRSP for 2023. An RRSP is a savings account that lets you invest your money. Whether you’re using it to save for the down payment on your first home, to prepare for a comfortable retirement or to get a tax break, an RRSP is a great way to grow your savings. I’m happy to recommend a savings plan that will best suit your financial needs based on your current situation. To get started, give me a call at (705) 315-0516 to schedule a meeting. 🏠 But you’d better hurry - the deadline is almost here! #DarrenRobinson #Barrie #MortgageBroker #RRSP

From piggy banks to pension plans, the lessons fathers  teach shape the future. This Father's Day, turn these lessons  into a legacy with Trustner. Celebrate with a plan that  secures tomorrow, today. #fathersday #trustner #trustwithtrustner #investments #guwahati #assam

I know lots of people with a single minded focus on bricks and mortar Investments. Enclosed, we hear from one such SJP client who had built up a profitable concentrated property portfolio – and thought that would eventually be his best choice of income in retirement. SJP financial advice clarified how proper pension planning and diversification of assets could make a big difference to his future, and that of his two children from a legacy perspective. Read more: https://lnkd.in/efXbBvqi #Diversifying #Future The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. Past performance is not indicative of future performance. The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation. The advice provided to Nick Taylor was given after a full evaluation of their specific needs, circumstances and requirements. The solutions provided would not be suitable for most investors and the information provided does not constitute advice.

Interview with my clients at our head office to discuss how we've helped them with their financial goals and how to stay on track with maintaining their desired retirement aspirations. #financialplanning

Most retirees want to maintain the standard of living they’ve become accustomed to, but how do you ensure you’ll have the funds to do so? HBKS Principal and Senior Financial Advisor, Tom Taranto, CFP, AIF, explains “income replacement” and how to calculate what you’ll need. #FinancialPlanning #RetirementPlanning #fiduciary

SAFEGUARDING YOUR LEGACY: ESTATE PLANNING FOR AFFLUENT AND HIGH NET-WORTH INDIVIDUALS At Raymond James, Hitchin, we understand the importance of protecting and passing on your hard-earned wealth to future generations. Our experienced wealth managers work closely with you to create a bespoke estate plan that: • Ensures your assets are distributed according to your wishes • Minimises potential tax liabilities for your beneficiaries • Protects your family's privacy and avoids probate • Establishes a lasting legacy that reflects your values and beliefs Take control of your legacy today by partnering with the knowledgeable wealth managers at Raymond James, Hitchin. Our wealth managers service affluent and high-net-worth clients. Contact us to schedule a consultation and embark on your journey towards understanding the options available to you and your legacy.  *With investing your capital is at risk. Past performance may not be indicative of future results. Tax treatment depends on an investor’s individual circumstances and may be subject to change. #RaymondJamesHitchin #WealthManagers #Investments #Hitchin #HitchinBusiness #Hertfordshire #WomenInBusiness #Investors #WomenInvestors #Pensions #ISAs #RetirementPlan #LifeWellPlanned #CapitalAtRisk

Check out our weekly update with Matt Donaghue

🌟 Exciting Announcement! 🌟 I am thrilled to kick off my writing series on the Modern Reverse Mortgage at Retirement Daily! Huge thanks to Robert Powell, CFP®, RMA® for this incredible opportunity to share insights on such a crucial topic. Each month, I'll dive into a different aspect of this powerful financial tool, providing valuable insights and guidance for those navigating their retirement journey. 🔗 Attached is the first installment of the series. I can't wait to hear your thoughts and engage in meaningful discussions about optimizing retirement strategies. Stay tuned for more enlightening content coming your way! #AskDonGraves #ReverseMortgage #RetirementPlanning #FinancialEducation #ModernFinance #RetirementDaily

Ready for a financial transformation to close out 2023? Dive into wealth-building strategies like maximizing retirement contributions, tax-loss harvesting, portfolio reviews and boosting your emergency fund. Your journey to financial prosperity starts now! #FinancialSuccess #WealthBuilding #rva #chesterfield #chester #hanover #henrico #financialservices #insurance #retirementplanning #estateplanning

I hear this often. There’s this notion that you need A LOT of money in order to save “properly,” but the reality is that it doesn’t matter how big or small your sum is. We’ve all heard the stories about someone’s grandma who put X amount in the bank every month and ended up saving a substantial amount of money for her retirement. Take a page out of gran’s book! 🙌🏼 #investinfutureyou #womenofwellington #wealthmanagement #wealthwithjulie #seniorinvestmentadvisor #wealthbuilding ⁠#wealthadvisor #riskmanagement #personalfinance #industrystats