Nicholas Pellito

As a Business Owner, when is the right time to prepare for an Exit? Should you ‘Stay Ready’ or wait to ‘Get Ready’? You don’t have to go it alone! Learn how the FocusCFO® Team is able to assist you in this process: https://lnkd.in/eRBvAeNc #FractionalCFO #BusinessGrowth #LeadershipTeam #CFOservices #FocusCFO #BusinessOwner #ExitStrategy #CEPA #ExitPlanning

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This might have crept by last week without a lot of fanfare, but I was super pumped to see the NCUA initiate this proposed rulemaking for record retention rules during its last meeting. It would be an understatement that the America's Credit Unions Small Credit Union Committee played a small part in driving this action. The Committee did an excellent job, per usual, illustrating for NCUA board members and officials the growing cost and burden of retaining this ever-growing mountain of often superfluous files; reminding them that when you run out of a small branch, space is absolutely an issue! One of the best parts is that when Small CU Committee members shared with their larger counterparts that they were tackling this issue with the NCUA, the larger CUs said record retention was a pain point for them as well, and that it's not just a small credit union issue. Looking forward to seeing this rule come to fruition to reduce cost and regulatory burden on credit unions nationwide. https://lnkd.in/eitcWWK6

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#OurStateFarm is celebrating #AANHPI Heritage Month! State Farm Agent Dustin Tsu shares, "What keeps me going is knowing that my team and I are doing everything we can for customers – our hearts are in the right place." Read his story below to learn more about this awesome #GoodNeighbor! Wouldn't you like to be a #GoodNeighbor too? #careeropportunity #careermove #careerchange

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The Fed cut rates again the other day so you may be wondering what that means for you and your finances. Check out FNBO's latest article to learn how falling interest rates could impact your mortgage, personal loans, credit cards, and savings accounts.

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Which retirement housing option fits your clients? How can financial planning professionals guide clients in selecting retirement housing options that align with their go-go, slow-go, and no-go years? Lindsey Lewis, MBA, ChFC®, CFP® The American College of Financial Services #cfppro

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Attention Financial Professionals! Are you interested in learning more about Motivational Interviewing? Are you a CFP professional looking for 12 CE credits? Are you an AFC professional looking for 12 CEUs? Join me for Motivational Bootcamp, and learn how to use Motivational Interviewing to help your clients feel empowered!

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Attention Small Business Owners: make sure you're aware of this new, onerous "Beneficial Ownership" reporting requirement that may apply to you. I just scrolled through the guide that is supposed to simplify it for small entities; it is FIFTY PAGES long. - Overview: https://lnkd.in/gRtJvKTJ - National Federation of Independent Business (NFIB) efforts to repeal: https://lnkd.in/guXXvqm3 - Small Entity Compliance Guide: https://lnkd.in/gWuMp5cF

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Want to better understand what goes into creating a custom reserve funding plan that works for your community? In this webinar, Robert Nordlund, PE, RS and I will take the time to clearly and concisely answer: ✔ What’s the right amount for us to contribute (short term vs long term)? ✔ Why are there different Funding Objectives? ✔ What are the implications of “Straight Line” vs “Cash Flow” methods? ✔ How can contributions be so different for the same association? ✔ What is best for our association in a time of financial stress? https://lnkd.in/exC4tezJ

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Join us live on Retirement Ready on November 13th at 7 PM Eastern as we guide North Carolina teachers through the key steps in retirement planning. Discover how to calculate your needed savings, prepare for healthcare costs, and secure a fulfilling retirement. Don’t miss this chance to take control of your financial future!  Click here to confirm attendance https://lnkd.in/eqkunSPE Please confirm your attendance by clicking "Attend." We look forward to seeing you there! #retirementready #nceducators #financialplanning #teacherretirement #northcarolinateachers #retirementfund #financialadvisor #livestream #educatorfinance #secureyourfuture

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Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to reach your financial goals. Learn more.

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Everyone has a net worth. Calculating yours can be a valuable benchmark in plans to reach your financial goals. Learn more.

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Only a Qualified Termination Administrator (QTA) as appointed by the DOL can properly terminate abandoned retirement plans. As a QTA, American Trust Custody can help you save costs, reduce your administrative burden and protect your plan participants' savings. Learn more about how we can terminate your abandoned plans. https://lnkd.in/gP9wVVxy #AmericanTCS #AmericanTrustCustody

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Only a Qualified Termination Administrator (QTA) as appointed by the DOL can properly terminate abandoned retirement plans. As a QTA, American Trust Custody can help you save costs, reduce your administrative burden and protect your plan participants' savings. Learn more about how we can terminate your abandoned plans. https://lnkd.in/gYKPiKDg #AmericanTCS #AmericanTrustCustody

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Retirement can have its share of sand traps in the form of financial risks. Creating retirement income can help protect against these risks. Up your game and learn more at nyl.com.

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