Wealth Management by Monica Weissmann CFP, CIM’s Post

Are you ready for a modern-day fairy tale? Let’s dive into the story of 'The Fisherman and the Sea' and see how it ties into the world of Registered Retirement Savings Plans (RRSPs). If you haven't already set one up, it's a smart addition to your financial portfolio. Not only can it help you reduce your taxes today, but it’s also a powerful tool for securing a comfortable retirement tomorrow. #monicaweissmann #RRSP #retirement #retirementgoals #retirementplanning #financialadvisor

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

When surveyed in 2023 Americans agreed that it takes 1.46 million dollars to successfully retire. How can that be when the average American has saved $88k for retirement? Something does not add up. We discuss this and more here on George Kilpatrick Inspiration for the Nation. https://lnkd.in/emA6m6WQ #retirement #american #money #investing #brackensfsn

What’s the word on The Hill? We want to bring to your attention some significant regulatory updates from Washington D.C. that could impact your retirement plan administration. It's crucial for all retirement plan sponsors to stay informed about these changes to effectively prepare for the future. Check out all the latest updates in our newest blog article. #WashingtonDC #HR #IRS #Retirement

Sometimes it can be difficult for participants and sponsors to ask for help when it comes to their retirement. The truth is, no one is an expert on retirement from the beginning, but JULY is here to help! #retirementplanning #401k #financialadvisor https://hubs.li/Q02-8dvC0

Good advice here from Martin Lewis

We are excited to kick off the Inside the Beltway quarterly webinar series for 2025 with our first session on Thursday, Feb. 20 from 12 – 1 p.m. ET. Topics to be covered include early indications of retirement policy from the new administration, appointment to retirement policy positions, and what to expect from Congress in terms of retirement legislation. Register here: https://lnkd.in/gbwuCfTU #erisa #ebsa #legislation #retirementplan

THE IMPORTANCE OF LEAVING A LEGACY: SHARING YOUR STORY AND BUILDING YOUR FAMILY'S HISTORY As we age, we often reflect on the legacy we will leave behind—the impact we have had and how we will be remembered. Leaving a lasting legacy involves more than just financial planning or estate management. It involves sharing your personal story, values, and experiences to create a rich history that inspires and guides future generations. This video explores the importance of building a family legacy. It discusses the different types of legacies one can leave, the value of sharing personal stories, and practical tips for preserving family history. It also emphasises the significance of creating a legacy plan and building a "living legacy" through ongoing contributions. #retirementplanning #seniors #retirement #babyboomers #legacyofthepast #inspirational https://lnkd.in/g9btVBNd

Isiah Jones "Great post, thank you for sharing! Being in charge of planning your retirement and managing financial risks is usually challenging for everyone, some more than the others. To help out with this, there are a few free tools/apps out there now that can help individuals with making informed decisions about which funds to put their 401k dollars in. Plootus (www.plootus.com) is one such app that can help maximise returns based on your life-stage and goals, all at your fingertips!"

🔍 Recent findings from Super Consumers Australia revealed inaccuracies in some super calculators, showing how important transparency is in the super industry. At Brighter Super, we’re all about helping our members plan for the future with confidence. That’s why we’re excited to launch a new retirement tool soon that lets members map their own unique retirement journey. #StayTuned Everyone’s path is different, and we’re here to make sure you’re on the right one. #Superannuation #RetirementPlanning #RetireYourWorries #BrighterSuper #MemberExperience