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A pension is a way to save for your retirement, so you have money to live on when you’re no longer working. It’s like a long-term savings plan that grows over time.  Rachel at Charterhouse Financial can help you understand the best way to build your pension, ensuring you have a secure income in your later years! 📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #financialplan #finance #future planning #savings #futureplans #FinancialPlanning #WealthManagement #InvestmentStrategies #RetirementPlanning #EstatePlanning #InsuranceSolutions

Do you have previous pensions and feel like you have no control over them? or you are not sure which provider they are even with? You are not alone...we hear this a lot from out clients As part of your financial plan Charterhouse Financial will take the burden away of consolidating your old pensions for you! That is one less headache for you and a step in the right direction towards a financial plan... 🗓️ Schedule a no-obligation financial chat with us, and let's start by offering smart yet straightforward advice   📆 https://lnkd.in/dfK9JM4W 📧hello@charterhouse.financial 📞 01782 479966 🌐 https://lnkd.in/egcShSdv #MoneyManagement #FinancialLiteracy #RetirementSavings #PersonalFinance #FinancialWellness #SmartInvesting #FinancialAdvisor #BudgetingTips #SavingsGoals

Having a financial plan helps you focus on the holistic picture, ensuring every detail of your financial present aligns with your goals for the future. Behind every successful financial journey is a well-defined process. With this in mind, we've broken down the financial planning process into the 7 major steps we will cover in the process. https://lnkd.in/gJvgrP_B #investing #financialadvisor #financialliteracy #taxplanning #businessplanning #financialadvisor #financialliteracy #businessplanning #businessplanning #insurance #vancouverisland #halifax #centralalberta #reddeer #victoriabc #retirement #Retirementplanning #financialadvisor #financialliteracy #investing

What's stopping Aussies from preparing for retirement? A recent study of over 1000 participants shows that of those who have sought professional financial advice to help them plan for retirement, seven in ten are either satisfied (32%) or very satisfied (38%) with the advice they have received. Speak to us today: https://lnkd.in/gNgNrwRz #financialadvice #finance

Professional Insight: Navigating retirement finances? An understanding of Social Security's tax implications is paramount. Stay informed:

Having a financial plan helps you focus on the holistic picture, ensuring every detail of your financial present aligns with your goals for the future. Behind every successful financial journey is a well-defined process. With this in mind, we've broken down the financial planning process into the 7 major steps we will cover in the process. https://lnkd.in/gYNMznCD #investing #financialadvisor #financialliteracy #taxplanning #businessplanning #financialadvisor #financialliteracy #businessplanning #businessplanning #insurance #vancouverisland #halifax #centralalberta #reddeer #victoriabc #retirement #Retirementplanning #financialadvisor #financialliteracy #investing

A cash balance plan is a type of defined benefit retirement plan. Usually, it is offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirementplanning #benefits #retirementplan

What to Know About Your Cash Balance Plan Considering a cash balance plan from your employer? It's crucial to understand this type of defined benefit retirement plan and how it complements existing retirement programs. Watch this video to uncover how a cash balance plan operates and how you can leverage its advantages. #retirementplanning #financialwellness #cashbalanceplans

When it comes to investing there are 3 ways you will be taxed: Now, later and Never! Being taxed now - if you invest in a standard brokerage account like Acorns or with a bigger institution such as Vanugard or Fidelity you will be taxed immediately on any gains! Being Taxed Later - This is where you place your money into a "traditional" retirement account such as a 401k or IRA. You get a tax deduction by contributing, your investments grow tax free BUT you will pay tax when you start pulling money out in retirement (over age 59) Being Taxed Never - This is also called the "Roth" accounts. You've heard of the Roth IRA and perhaps even the Roth 401k. These accounts don't provide a tax deduction BUT your investments grow tax free AND they are tax free when you start taking distributions in retirement! Going "Roth" is the ultimate way to super charge your retirement but did you know the fun doesn't stop there? Nope, if you truly wish to take charge of your financial situation and future then look into what's called Self Directing. This method is how politicians, big business owners and moguls hit the big time! They don't solely invest in Wall Street, they invest in what they know and what they're passionate about through Self Directing! Get financially educated or reach out to me so we can discuss how you can take advantage of your future! www.merizaldebooks.com

A cash balance plan is a type of defined benefit retirement plan, often offered to employees as a supplement to other employer-provided retirement programs, such as a 401(k) or profit-sharing plan. If your employer is offering you access to a cash balance plan, watch this video to learn how it works and how you can make the most of its benefits. #retirement #benefitinsights