dakota’s Post

Our founder, Hazel Secco, CFP®, CDFA® was once again featured in an amazing financial article! She provided advice on emergency fund savings and retirement investments. The article goes on to talk about how to build such funds and what to do with them, especially when the market takes a downturn. Read the full article below to gain valuable knowledge regarding your personal finances!! #CFP #financialwellness #knowledgeispower #financiallyaligned #emergencyfund #retirementplans

Cheers to a financially fit year! From tackling debt to supercharging your retirement fund, let's turn those resolutions into reality with these top tips. 💼💵 #FinancialWellness

Do you value a wider range of investment options, fewer overheads, and more flexibility in your retirement plan? An IRA might suit you. For more information, read our latest blog at https://lnkd.in/gxzGrVqV #financialplanning #retire #moneymanagement Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

How can you take control of your SMSF, pay less tax on your property, and retire early? What is an SMSF? A self-managed super fund (SMSF) is a type of retirement savings account that gives you complete control over your investment decisions. Unlike traditional superannuation funds, where your money is pooled with other members and managed by professionals, an SMSF allows you to choose and manage your own investments. Read more details here: https://lnkd.in/gvPxqRyA #womeninvestors #wealthbuilding #FinancialSuccess #personalfinance #retirementplanning #investmentmanagement #wealthmanagement #moneymatters #realestate #investment #finance

I do not understand why investors, either savings or retirement accounts, refuse to accept performance facts of 15% year-to-date or annualized for 5-years! Each investment is identified by name and ticker symbol. In Reference section, source of investment performance is provided! https://lnkd.in/eHi4P9Vq

❓Looking for a way to max fund an IUL for that tax free cash value growth? ✅ 🚨Nadine Anderson will help utilize a Max-Funded IUL as an essential addition to your retirement strategy, so you can ultimately be your OWN bank 💰 🤝 Learn more by clicking the link below and a consultant will be in touch to discuss your options. If it's not for you, we'll let you know 📲 #financialfreedom #retirementplanning #taxfreeincome

❓Looking for a way to max fund an IUL for that tax free cash value growth? ✅ 🚨Nadine Anderson will help utilize a Max-Funded IUL as an essential addition to your retirement strategy, so you can ultimately be your OWN bank 💰 🤝 Learn more by clicking the link below and a consultant will be in touch to discuss your options. If it's not for you, we'll let you know 📲 #financialfreedom #retirementplanning #taxfreeincome

Do you value a wider range of investment options, fewer overheads, and more flexibility in your retirement plan? An IRA might suit you. For more information, check out our latest blog: https://lnkd.in/g8-PV-Ze #financialplanning #retire #moneymanagement Before deciding whether to retain assets in a 401(k) or roll over to an IRA, an investor should consider various factors including, but not limited to, investment options, fees and expenses, services, withdrawal penalties, protection from creditors and legal judgments, required minimum distributions and possession of employer stock. Please view the Investor Alerts section of the FINRA website for additional information.

Read about a recent success story that highlights SK's commitment to providing comprehensive financial advice tailored to our clients unique needs. Book your FREE initial consultation today via our website or phone us on 1300 00 11 08. #financialplanning #FinancialFreedom #investing #wealth #retirement #financialadvisor