Dave Quinn’s Post

Important insights from Dick Clarke, about how TPAs and plan sponsors at small businesses can navigate through SECURE 2.0 successfully together. Read on right here.

Get a complete understanding of the TPR's new DB funding code and it's practical implications for your scheme with our webinar on-demand. We cover the funding, covenant, and investment aspects in light of the latest changes. https://okt.to/DkcNBz

Get a complete understanding of the TPR's new DB funding code and it's practical implications for your scheme with our webinar on-demand. We cover the funding, covenant, and investment aspects in light of the latest changes. https://okt.to/K4u1R0

Aiming for a peaceful retirement? Start by taking one step at a time. Be consistent.

Get a complete understanding of the TPR's new DB funding code and it's practical implications for your scheme with our webinar on-demand. We cover the funding, covenant, and investment aspects in light of the latest changes. https://okt.to/z6Y9M5

CREDIT REPORT TIP OF THE DAY Tune in and ⌚ now https://lnkd.in/eDmrUqZY Turning 50 often brings a renewed focus on securing your financial future. If you're behind on retirement planning, leveraging your credit effectively can be a powerful tool to catch up. Consider these two strategie: 1. Bundle Financial Products Work with your bank to bundle products like auto loans and mortgages for better interest rates, which can save you money and free up funds for retirement investing. 2. Collaborate with a Financial Planner A financial planner can help you strategically leverage credit to invest in income-producing assets and retirement vehicles while minimizing risk. https://lnkd.in/gHTQvQt #RetirementPlanning #CreditScore #FinancialSecurity #Over50 #InvestingForTheFuture #WealthBuilding #FinancialFreedom #YourFinancialCoach

It’s #TalkMoney Week in the UK! Financial wellbeing matters to everyone, and as an #employer, you can play a key role in helping your employees take control of their finances. The first step to financial freedom is access to unbiased financial resources and guidance. Here's one way that a #financialwellbeing provider can help your organisation engage employees and keep productivity levels at a maximum! 📚 Action-focused financial education: Through workshops, masterclasses, and interactive content, Maji ensures employees are equipped with the knowledge they need to navigate key financial decisions. Whether it's understanding #pensions, planning for #retirement, or managing #debt, our #educational resources guide your employees every step of the way. Interested in learning more? Contact us for a free demo of our technology platform and academy: https://maji.io/book-demo/

Exciting insights alert! 🚀 Curious about the most pressing questions of 2024? Advice Rooms has compiled the top 5 FAQs of the year so far. 📈💡 Check out the full article to stay ahead of the curve and get expert advice on the topics that matter most to you: https://lnkd.in/e9u5NgV6 #AdviceRooms #FAQs2024 #TopQuestions #StayInformed #FinancialTips #FinancialPlanning

Catch-Up Contribution: What It Is, How It Works, Rules and Limits (via Investopedia): https://ow.ly/nSva50Tsauu #Investopedia #smallbusiness #smallbiz #investmentplans #businesstaxes