FPI Management’s Post

We're excited to share that we'll be attending the JaxREIA event Tomorrow, October 19th at 6:00 P.M. at Aloft Jacksonville Tapestry Hotel! If you're attending, be sure to meet with Tabitha Choma, an IRA specialist who'll be representing NuView Trust. Tabitha can't wait to connect with everyone and discuss how self-directed IRAs can fuel your real estate investments. See you there! • • • • • #NuviewTrust #RealEstate #Investing #FinancialFreedom #FinancialLiteracy #FinancialFreedom #Education #InvestmentInsights #ALTS #AlternativeInvestments #JAXREIA

You can usually claim tax relief for your private pension contributions. There is an annual allowance for tax relief on pensions of £60,000 for the current 2023-24 tax year. The annual allowance for 2022-23 was £40,000. #TaxPensionContributions #PensionTaxRelief

You can usually claim tax relief for your private pension contributions. There is an annual allowance for tax relief on pensions of £60,000 for the current 2023-24 tax year. The annual allowance for 2022-23 was £40,000. #TaxPensionContributions #PensionTaxRelief

You can usually claim tax relief for your private pension contributions. There is an annual allowance for tax relief on pensions of £60,000 for the current 2023-24 tax year. The annual allowance for 2022-23 was £40,000. #TaxPensionContributions #PensionTaxRelief

December is not the end. It's the last month of the year, yes. It is, however, not the end of your life. So, why give up when you can give it another try. Remember, Winners don't quit, and quitters never win. #lastworkingMonday #endofyear #Decemberposts #december2023 #mondaymotivation #christianaholatundeconsulting #realestateagent #realestateexpert #dontgiveup #realestate #estatesurveyorandvaluer #propertyinvestment #propertymanagement #coco #therealestategirl

This week!! Join us for a PREC Happy Hour Event sponsored by Meyer and Independence Blue Cross! Thursday, January 18th from 5:00pm-7:30pm at Independence Blue Cross. Send us an email at info@precouncil.org if you are interested in attending!  #realestatenews  #PREC  #realestate  #philadelphiarealestate  #CommercialRealEstate  #CRE  #RealEstateInvesting  #IndustrialProperty  #PropertyManagement  #InvestmentProperty  #CommercialProperty  #AssetManagement  #CommercialBrokerage  #PropertyInvestment  #PropertyPortfolio  #CREIndustry  #PropertyValues  #CommercialRealtor  #RealEstateMarket

Here is the link to the pod cast where financial and retirement expert, Jeff Gill, of Prak Mutual LLC, The American College of Financial Services, interviews about my thoughts on early and regular retirement. https://lnkd.in/dnJMnuj4

Spread the word! Our June Real Estate Newsletter is packed with essential tips and trends. Share it with your network before the month ends! 📬🏠 #JuneNewsletter #WhitestoneRealEstate #June2024 #StayInformed

The Open and investing: embracing uncertainty and the power of time... As we gear up for this year's Open at Royal Troon, it's a fitting moment to reflect on the history of this prestigious tournament and its unpredictable nature. In 1984, Seve Ballesteros claimed victory at St. Andrews. A decade later, Nick Price triumphed at Turnberry. In 2004, Todd Hamilton emerged victorious at Royal Troon, and in 2014, Rory McIlroy took the title at Royal Liverpool. Each winner was different, underscoring a valuable lesson: like investing, forecasting the winner is more about luck than skill. Predicting the winner of this year's Open is no different – it will likely come down to luck albeit I'm sure skill and tenacity will be required to lift the Claret Jug. Systematic investing teaches us that the market does the heavy lifting when it comes to returns. Enjoying a successful investment experience isn't about speculation or market timing; it's about time in the markets. Furthermore, investing in the world's great companies is crucial for preserving the real value of our money over time. Consider this: the cost of an official Open programme was £2 in 1984 and is expected to be at least £12 in 2024, a 500% increase. Meanwhile, the S&P 500 has soared by 3,596% over the same period. The Open holds a special place in my heart. I cherish the memories of attending many Opens with my late father, especially Seve's unforgettable win in 1984 at St. Andrews. Losing my dad in 2006, just after the Open at Royal Liverpool won by Tiger Woods, was incredibly tough. Those moments we shared at the Open remain some of my most treasured memories. As we enjoy this year's tournament, let's remember the value of patience, time in the markets and time with love ones. Here's to the excitement of The Open and the lessons it teaches us about life and investing.

Just hosted the penultimate Professional Adviser Working Lunch of the year. For those approaching retirement today, there are reasons to be excited. Advances in health care mean we are living longer, and technological innovation continues to improve our quality of life. Yet retirement can be daunting as well as thrilling. Your hard-earned pension pot needs to fund your lifestyle in retirement. The transition away from guaranteed, defined benefit pension income continues apace. This means individuals have greater responsibility for funding a longer retirement compared with previous generations. Many recognise the benefits of keeping their pension pots invested when they retire but ‘staying the course’ brings risks. Many ask: why should I stay invested if I don’t know how much money will come in each month?  In this one hour session, Professional Adviser's Editor, Hope Coumbe and Baillie Gifford's Tom Danaher, consider why income volatility matters for retirees, and how it can be mitigated. What does ‘natural income’ mean, and how do we think differently about income growth in retirement? If you have clients at, or approaching, retirement right now, this session is one not to miss. #Incomeinvesting #financialadvisers #BaillieGifford #Retirementadvice #Retirementincome