Happiest of holidays from our family to yours! In observance of the Christmas holiday, The Bank of Tampa and BT Wealth Advisors offices will be closed today, Thursday, December 25. Wishing you all the joys this season brings! #HappyHolidays #OfficesClosed
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Friday News Flash ⚡ In case you missed it, here’s where we’ve been in the news this week: 📺 Susannah Streeter, Head of Money and Markets was on BBC News Business Today talking about Boeing’s troubles. 📻 Susannah Streeter was on Radio 4's PM programme talking about interest rates and the housing market. 📰 Mark Hicks' comments on NS&I and alternative investments appeared in The Times. 💬 Susannah Streeter was quoted in The Independent about Warhammer owner Games Workshop’s entry into the FTSE 100. 📰 Helen Morrissey's advice on the impacts of retiring early featured in The Times. 📰 Sarah Coles' comments on the latest annual stamp duty data featured in The Telegraph. 📰 Helen Morrissey's comments on those in retirement facing mortgages were quoted in The Telegraph. 💬 Sarah Coles was quoted in MoneyWeek on how retail investors are being frozen out of the expected sale of Government shares in Natwest. 💬 Paul Crossan APFS's advice on later life planning featured in This Is Money. 📰 Matt Britzman, CFA's comments on Direct Line’s recent performance ahead of a takeover appeared in the Financial Times. 💬 Kate Marshall's comments regarding investor behaviour ahead and post Budget appeared in MoneyWeek. Don’t forget to follow us for all the latest updates 🗞️ #finance #personalfinance #pensions #savings #investing
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Financial Center Manager III , Business Development, Leadership Coach, Team Developer, Non-Profit Board Member
“As we celebrate National Savings Week, remember that every penny counts towards building a brighter future for your family. Let Simmons Bank assist you in starting to save for your kids' vacations and holidays with our convenient round up feature. Start your savings journey today! #FinancialWellness #StartSaving"
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What does member financial wellness have to do with credit unions strategy? Everything, because we are cooperatives! If you are credit union leader and are responsible for CU strategy and/or financial education program(s), I would love to talk to you about changing the paradigm in this space. It is time. #CUSO #CreditUnions #FinancialWellness #FinancialHealth #MemberWellness #Cooperatives #Investment #OwnTheSolution
💡 Is Financial Wellness the Key to a Thriving Cooperative Future? 💡 For decades, credit unions have been champions of financial education—empowering members with the tools and knowledge to improve their lives. But in today’s world, is that enough? Consider this: 👉 Members are navigating financial uncertainty at unprecedented levels. 👉 Credit unions are balancing the need for growth with their mission to serve. 👉 Financial wellness isn’t just a member benefit—it could be a strategic driver for cooperative success. What if financial wellness didn’t just help members thrive, but also helped credit unions grow—organically, sustainably, and strategically? As cooperatives, we’re uniquely positioned to lead the way: By embedding financial wellness into our mission, we serve members where they need us most. 📈 By aligning member success with organizational goals, we create measurable impact. 🤝 And by putting people first, we prove that cooperative principles are more than words—they’re a strategy for resilience. Let’s start a dialogue: How does your credit union approach financial wellness? Is it a "box to check"—or a core part of your cooperative strategy? The future of financial wellness is evolving, and I’d love to hear your thoughts. Let’s shape it together. 👇 #HelloMoney #CreditUnions #CUSO #FinancialHealth #FinancialWellness #Cooperatives #LetsTalk #CUSOOpportunity #InvestmentOpportunity
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The risk of outliving your savings is known as longevity risk. With Australians living for longer it is more important than ever to make sure your savings will go the distance. Read more via the link. #ownpathfp #RetirementPlanning #Savings #FinancialAdvice https://buff.ly/3Ub8WUj
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Dedicated to helping large enterprises to financial institutions and small businesses with innovative solutions that have been revolutionizing the way businesses pay, get paid, optimize, and grow.
Prior to their partnership with Deluxe, Penn Community Bank felt they lacked the internal resources needed to build benchmarks for their acquisition efforts. Now, they have clarity of measurement. Read the case study to learn how: https://bit.ly/46kC15i #paymentsanddata
Prior to their partnership with Deluxe, Penn Community Bank felt they lacked the internal resources needed to build benchmarks for their acquisition efforts. Now, they have clarity of measurement. Read the case study to learn how: https://bit.ly/46kC15i #paymentsanddata
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Principal of Luwero Wealth Advisers. Advising individuals, families, and business owners on preserving, growing and protecting their wealth for the greatest impact today and tomorrow.
Testimonial! Of late, news coverage on the financial advice industry has focused on the new consumer duty regulation and the apparent lack of consistent ongoing servicing of some clients. Ongoing servicing has been covered almost on a weekly basis by news outlets and it has necessitated a need for many including myself to reassure clients. Thankfully, I have found that many of my clients are much more aware of the value my service brings. The attached feedback from a client has convinced me that all is not lost and that many really appreciate the work we do. There really is much more to our work in an ever changing world and it’s centred on positively impacting people’s lives and that of their loved ones. #Retirementplanning #financialwellbeing #wealthmanagement #financialplanning #futureplanning
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Serial entrepreneur | Pharmacist | Commercial Real Estate Investor | Multi-business owner
Tomorrow, we celebrate the 4th of July, which is often a time of gathering with friends and family to BBQ and watch fireworks. But did you know it is one of the biggest spending holidays? According to Capital One Shopping data from 2023, consumers spent $9.5 billion on food and $4.02 billion on alcohol. Many do not realize how much they spend on celebrations until they see their credit card bill later. We must be mindful of our financial goals while planning celebrations. Financial freedom requires dedication, sacrifice, and discipline. Suppose we resist the urge to spend this holiday. In that case, we can redirect our resources towards more meaningful goals, such as paying some of our debts, building an emergency fund or even investing in commercial real estate. Interested in learning how to get started with investing in commercial real estate? Contact me today. 👊🏿I'm Claude, and I am an independent pharmacy and multi-business owner who invests in commercial real estate. If you are looking to learn how to invest in commercial real estate, build a successful business, or simply seeking inspiration to pursue your dreams, follow me. Like and share my content to stay updated on valuable insights. I look forward to connecting with you. #commercialrealestate #investing #RxREI
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I help pre-retirees answer the biggest questions they face when considering retirement using our in-depth planning process.
Leaning on the bank of Grandma and Grandpa? Before you tap into their generosity, there's a lot the whole family needs to consider. With rising costs and inflation, many grandparents are helping out—but at what cost to their own financial security? Discover how to gift wisely without risking their retirement in the article. Tap the link to read more! https://buff.ly/3AAzUPa #financialplanning #familyfinance #grandparentssupport #retirementsavings #smartgifting #moneymatters #financialsecurity #readnow #wealthmanagement #generationalwealth
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AMFI Registered MF Distributor, DSA Kotak Securities,Nuvama Capital,Partner NJ Group, Life Advisor Kotak Life, Insurance Advisor TATA AIG, NSE Academy Certified Financial Goal Planner, PGDM IB, Ex VP/CGM Petronet LNG Ltd
Wishing a very happy Pensioner’s Day to all pensioners and retired friends! May there be continued financial freedom in your lives with proper financial planning in view of growing medical inflation and increase in overall longevity. Please ensure part of your corpus is invested in suitable long term instruments to overcome inflation. The sole reliance on Bank FDs in name of risk avoidance may land you into greater risk of losing capital and inability to meet your growing expenses! #financialplanning #pensionersday #financialfreedom
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Testimonial! Of late, news coverage on the financial advice industry has focused on the new consumer duty regulation and the apparent lack of consistent ongoing servicing of some clients. Ongoing servicing has been covered almost on a weekly basis by news outlets and it has necessitated a need for many including myself to reassure clients. Thankfully, I have found that many of my clients are much more aware of the value my service brings. The attached feedback from a client has convinced me that all is not lost and that many really appreciate the work we do. There really is much more to our work in an ever changing world and it’s centred on positively impacting people’s lives and that of their loved ones. #Retirementplanning #financialwellbeing #wealthmanagement #financialplanning #futureplanning
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