Top Coach Maria’s Post

https://lnkd.in/dki3fv2B I’ve made it to TikTok 😀 According to our retirement report, nearly 50% of people will be relying on the state pension in retirement to provide their retirement income, BUT many people don’t know when they will become entitled to it or what they are going to be entitled to! Our tips below will help people access a clear view of what the state pension will provide for them and how to identify any gaps, as we have an opportunity up until April 2025 to go back to 2006! (After April will only be 6 years).

The challenge for people who have a defined contribution pension scheme is how much pension to draw down annually as they have guess how long they have to life . Thus to punish people who take a prudent approach and do not draw down all their pension fund before their death is completely unreasonable. In comparison public sector final salary scheme tend to pay out much more generous pensions for the whole of someone’s retirement. So once again private sector employees in defined contribution schemes could get a much worse deal than public sector employees in final salary schemes funded by the taxpayer.

Seeing my clients achieve their retirement goals and realize their dreams gives me utmost satisfaction. Receiving a testimonial from my clients, George and Dorothy Kizoff, who have been my clients for over two decades, is a true honour and I cannot thank them enough for providing this sincere and genuine testimonial. https://lnkd.in/gEgCbcZy #retirementplanning #financialplanning FP Canada Advocis #wealthmanagement #retirement #businessowner

Though I think about what my retirement might look like (plenty of golf, fishing, and travel), I'm not particularly close to retirement. But many of you are, and many of our clients are. Comprehensive estate planning is a crucial piece of the retirement planning puzzle - but it's only one piece. What do you want your retirement to look like? #EstatePlanning #retirement #TBL

Are you or your loved one considering a move to a retirement residence? In this week's blog, learn more about the benefits, when it might be time and how working with a Senior Real Estate Specialist can support you in the process. https://lnkd.in/gudGyQyQ #YEGSeniors #RetirementResidence #RetirementLiving #SeniorLiving

Here is the link to the Peaceful Retiree https://lnkd.in/g9xNeHj3

Australia’s retirement system is broken when 80 year olds cannot stop working because they are renters. One of the key reasons Abby Bloom and I are on a mission to change this through PrimeLife Partners and why our first Roundtable is Financial Security in the Era of Longevity. We are bringing together leaders from across sectors to work on solutions for the industry and consumers. #longevity #retirement https://lnkd.in/g3GXwGnu

The upcoming UK Budget could bring major changes to capital gains tax, pensions tax relief, and inheritance tax. Are you prepared? Our latest blog explores the potential impacts on your financial planning and how to stay ahead of any changes that might emerge from the Chancellor’s announcement. 👉 Read more to see what could affect your wealth: https://lnkd.in/ewBjGzGy #UKBudget2024 #FinancialPlanning #TaxRelief #CapitalGainsTax #Pensions #InheritanceTax

Did you inherit an inherited IRA? Discover the ins and outs of "Inherited Inherited IRAs" and how the SECURE Act of 2019 changes the game for beneficiaries.

In this article I set out the need to build a new consensus, considering the retirement challenges of the nation more holistically in order to make the necessary progress.