Oasis Financial’s Post

What an incredibly brave woman Heidi is to share her story. When you have personal experience regarding the power of financial protection, it really does change your view on what you pay for. My mother was widowed at 31, leaving her with two small children to support financially. My father ran his own business and had no contingency plans or protection policies. This situation forced my mother to work three jobs to pay for the mortgage on our house, during a time when mortgage rates were double digits. If only my father had some form of life cover in place, the burden she felt at 31, with two children to support, and a mortgage and bills to pay, would have been less. Why not review your current protection plans to check that your family would be financially supported if the worst were to happen? #financialprotection #financialplanning

Action Title Research provides a useful resource for our customers to stay informed! #titleagents #parealestate #titleindustry #titleinsurance

LAST DAY TO VOTE!! Bridger Financial Group is excited to announce we were nominated as a finalist in TribLIVE's Best of the Best Community Choice Awards for the EAST Region in the BEST FINANCIAL PLANNER Category! What does this mean? It means were are among the top 5 in our category. Now is the time to VOTE! Voting for the winners will take place from Sept. 14 – Oct. 1! Individuals can vote ONCE PER DAY throughout the nomination and voting periods. VOTE HERE: https://lnkd.in/eMySxHbX Best of the Best invites readers and the public at large to submit nominations for their favorite local businesses in 125 categories across 4 regions. Those nominations identify the top 5 businesses in each category. Then, our readers cast their votes to name the Best of the Best winners and top 2 finalists in each of those categories. Best of Best and TribLive is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). Any vote for Melanie Colusci does not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, endorsement, survey, or solicitation. Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Adviser. Member FINRA/SIPC. 600 Dresher Road, Horsham PA 19044. 800-873-7637, https://lnkd.in/e6ksVNpE. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Bridger Financial Group is independent of HTK. HTK does not provide tax or legal advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation. 5947633RG_Dec23

You can rest assured, the 2023 SFTI is jam packed with another exceptional line-up of speakers and topics that no one in the industry will want to miss! Early Bird Rates are in effect until August 28th, so don't wait—register today and save! https://bit.ly/2C52pqn #FederalTaxInstitute #EstatePlanning #TaxProfessionals #TaxPlanning #FederalTaxes #SFTI2023⠀⠀

Time is running out, but it's not out yet! With such a jam-packed schedule, the 58th Annual SFTI is one event you won't want to miss in 2023. Register today! https://lnkd.in/efCbE95 #SFTI2023 #FederalTaxInstitute #TaxPlanning#TaxDevelopments #TaxAdvisors

In the latest blog post from Ascend With Winstead, Troy Stevenson explores Rule 506(c) under Regulation D, which allows general advertising for private offerings—but only to accredited investors. Troy discusses Rule 506(c), outlining its benefits, requirements, verification methods, and record keeping. Read the full blog post here: https://bit.ly/3UC8noc Troy Stevenson I Alex Allemann I Marcus J. Brooks I Billy Rohrlich #Rule506c #AccreditedInvestor #PrivatePlacement #InvestmentBanking

Paying it forward. https://lnkd.in/g_959bps

Useful market research again this year by The Exeter. Clients are worried about access to GP's, and they also overestimate how much Income Protection actually costs. 👍🏼 Insurers are constantly improving the added value element of cover, with most now including access to a private GP. 👍🏼 There are many options within an Income Protection contract that an adviser can discuss with clients to suit a budget. Building trust and adding value is more important now than ever. Providing a fully underwritten quote can set expectations, and demonstrate research too. Emma A. Mike Norrish Judith Brandrick Nicola Taylor https://lnkd.in/epUD69QJ

SJP: Fees, performance, and the questions you should be asking We were intending to publish this at some point in the future, after our "12 Days of Pyrford Financial Planning" series of posts, but some recent LinkedIn "discussion" made us decide to bring it forward. There are frequent reports regarding SJP fees (apparently high) and performance (apparently poor). However, much of the analysis contains flaws, including: 1. Not fully accounting for fees when comparing performance. 2. Misunderstanding what fees are applicable to a given product. In our blog article (a close second behind our 4% rule in terms of popularity!), we attempt a fair analysis and identify the questions you should be asking (all advisers, not just SJP!) https://lnkd.in/ev9AVuW5 There is also a related blog post that is worth reading - comparing ARC data with the "No brainer" portfolio. https://lnkd.in/e8ewtnf7

Continuing our look ahead to the Building Societies Annual Conference next week, today we focus on #savings….. On day one, key industry panellists will discuss the future of savings - how might #technology offer new ways to serve savers? How can we reach new savers and interact with them in #innovative ways as they go about their lives? Can we use savings to help build members’ #financialcapability? What are the #challenges and #opportunities for building societies and credit unions in getting to these new propositions? We’re really looking forward to hearing insights from Stuart Miller Newcastle Strategic Solutions; Joss Tasker, Sync Savings; Daniel Rose, Doshi App and Peter Neufeld, EY On day two we will hear new perspectives on ways to build households’ financial resilience: fresh research on the links between savings and #wellbeing, how the specific challenges facing different groups in society can be overcome, and how we can help the nation to get into the #savingshabit. Chair Susan Allen, OBE, Yorkshire Building Society will be speaking to panellists Amelia Murray, Be Clever With Your Cash; Marlene Shiels, OBE, FCBI (Hon), Capital Credit Union UK and Jamie Evans, University of Bristol. We’re looking forward to seeing you there! Go to https://lnkd.in/etsCudE for more information.   #bsa24 #buildingsocieties #mutualsinaction #savings #financialresilience #uksavingsweek