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Life cover is a better way of creating generational wealth compared to assets because the proceeds do not get taxed, the money does not get paid through your estate, although it is considered when calculating the total value of your estate it is protected from all the fees paid by your Estate. For proper estate planning book an appointment today because tomorrow is not promised. #financeeducation #financegoals #lifeadvice #insuranceindustry #moneygoals #financialadvisor

✨I had a conversation the other day with a lady whose mother sold her property because it was too big for her. Her daughter wanted to find out how she should best invest that money. ✨I thought that this was quite a good question but would also be valuable for a lot of people because it doesn't just apply to the money from sold property, it can be from inheritance, also businesses. Anything where you've got additonal money that you probably won't need in the next few years. 👀A very important question is: ❓When do you think you will need to access it because if it is in the next five years puttng the money in a cash ISA and saving accounts might be the best solution for you. ✨If you don't think that the money is needed the next five years then chat to me, because there are other ways that can actually help your money to grow and beat inflation as well. ⬇ If you can relate – get in touch! ✨01858 458411 ✨linda@tantum.co.uk ✨Book time with Linda https://bit.ly/44Bbr7d #investmentoptions #interestoninvestment #longterminvestment #shortterminvestment #ukfinancialadvice

Do you have a plan for passing on your wealth? Are your heirs ready for their inheritance? This checklist is a good place to start. Let us help guide you through difficult conversations as you plan for your family’s money in motion. #FinancialPlanning #Finance #WealthTransfer

It’s about the money! Show me the money! Why do I talk so much about strategy, tax, and the rules of operating your money if it’s about the money? Blah, blah, blah Carol! Markets are market are markets. Looking at an Andex Chart we can see what the markets should deliver on average. This makes a nice guidepost as to how your own investments are performing especially after fees are paid. Returns matter. Fees matter. Once that’s settled though let’s not lose it all to Trudeau due to less than optimal structure between account types or missed tax saving opportunities. It’s a choice to work a finanical professional who takes care of both of these concepts. How about you? Have your outgrown where you are dealing? Let’s talk and see if it’s time for you to move from money management alone and add optimization from all aspects of your wealth. Susan Drost Nikki Brown, QAFP #wealthmanagement #wealthbuilding #invest #planningforthefuture #options #business #albertabusiness #alberta #lethbridge #calgary

Do you have money savings tips? Share it on our comment section below. 💰✨ #creditrepairservices #businessfunding #fixandflip #realestate #andelafinancialservices

😟 What if the government decided how your assets are distributed after you’re gone? It’s not ideal, but without a Life & Legacy Plan, that’s exactly what happens! This week’s article highlights how a Life & Legacy Plan gives you the freedom to decide what happens to your money and family, reflecting your unique values and wishes.  👉 Read the blog today. www.sanjoselivingtrust.com

Start an emergency fund with 10% of your monthly income. Because life has a way of throwing unexpected expenses at you like surprise parties. 🎉💸 #EmergencyFund #FinancialPlanning #MoneyManagement #SavingsGoal #PersonalFinance #BudgetingTips #FinancialFreedom #SmartMoney

They’ve been around since 1956 and, as of February, around 24 million people own Premium Bonds… but are they worth it? Premium Bonds are provided by National Savings & Investments and can be bought in increments of £25, up to the £50,000 limit. Every £1 that you hold in a bond will be issued a unique number and entered into a monthly prize draw 🏆 There are a variety of tax-free prizes, ranging from £25 up to £1 million! But are they right for you? In this blog, discover eight advantages and disadvantages of owning Premium Bonds 👇

Money Tip: “Managing an Inheritance”When it comes to money it can be a burden at times when large sums are needing to be managed. Click on our link below and learn some tips on how to best manage an inheritance.https://https://lnkd.in/dcgh-mTp

Budgets are not restrictive as some people thing. It actually gives you more buying power. Instead of wondering where the money went or not having the money for emergencies, you tell the money where to go. Emergencies just become inconveniences. I am here to help. Let's review where you are now and where you want to go. How do you want to make your money work for you? Go to mindybolgrincoaching.com and schedule your free consultation call. #budget #moneypower #money #finacialcoach #livedebtfree #debt #emotionalfreedom #invest #save