Ashwood Financial Partners的动态

In 2022, Ashwood Financial Partners hosted a webinar - "ESOPs - What you need to know" to educate our 401(k) and employee stock ownership plan (ESOP)?clients about the benefit of these plans. During the webinar, we addressed how an ESOP could be an alternative for business owners looking to transition ownership of their business. What is an ESOP? An ESOP is a type of qualified retirement plan invested primarily in employer stock. Did you know? An ESOP can: --Create a more tax-efficient business --Provide employees a retirement benefit --Encourage employee ownership and engagement Congratulations to the companies featured in Richmond BizSense today for their transition to an ESOP. #rva #virginiabusiness #virginia #richmondva

?? A Quarter Million Milestone for Heart of the House!?? We're proud to share that Heart of the House has paid out $252,000 in Milestone Bonus Awards to our incredible employee-owners since launching the program last year! ?? These bonuses celebrate and reward the dedication of our team members who have reached 5, 10, 15, and 20 years with us. It’s just one of the many ways we honor the hard work and commitment that makes Heart of the House thrive. ?? But the rewards don’t stop there! Our employee-owners are also building long-term financial security through our Employee Stock Ownership Plan (ESOP) and 401(k) with match—a combination that helps them grow wealth and prepare for the future. ???? At Heart of the House, we believe that putting people first means supporting their financial goals. Whether it’s celebrating career milestones or empowering retirement planning, we’re invested in our employee-owners’ success every step of the way. ?? #EmployeeOwnership #MilestoneBonuses #PeopleFirst #HeartOfTheHouse #EmployeeRecognition

What Does It Mean to Be an ESOP Company? At Thompson Gray, being an Employee Stock Ownership Plan (ESOP) company means more than just a retirement plan—it means empowering our employees to become owners of the company. Through the ESOP, employees gain shares of stock, aligning their success with the company’s growth and creating long-term financial value. ?? What Makes Our ESOP Special? ? Ownership Through Stock: Employees earn shares based on compensation and service, contributing to retirement savings. ? Additional Retirement Benefit: The ESOP is offered alongside our 401(k) match, ensuring comprehensive financial planning. ? Growing Together: As Thompson Gray thrives, so does the value of our employees' ESOP accounts, building wealth and security for their futures. At Thompson Gray, we don’t just work here—we own our success. ?? #ThompsonGray

Secure your Future, Strengthen your Company: Are you looking to bolster retirement savings and optimize 401(k) plans? This article provides valuable insights into how companies can support their workforce in achieving long-term financial security. As a financial advisor specializing in retirement planning, I understand the importance of employer-sponsored benefits in securing your financial future. Offering robust pension plans can help companies attract and retain top talent, enhance employee satisfaction, and improve productivity. When employees feel secure about their financial future, they are more likely to be engaged and committed to their work. Let’s discuss how we can leverage these strategies to maximize your retirement readiness and benefit your company. Contact me today to learn more! #RetirementPlanning #401kOptimization #FinancialSecurity #EmployerBenefits

Facility management faces a significant retirement wave, making succession planning more critical than ever. Implementing proactive strategies ensures operational continuity and effective knowledge transfer. Read more: https://loom.ly/OU1yx5c

?? ???????????????????? ???????? ??????(??) ??????????: ?????? ???? ?????? "???????? ??????????" ???? ???????????? ???? ???????? ????????????! ?? If your employer offers a 401(k) match, you’re sitting on one of the easiest ways to get free money—and it could be your key to investing in multifamily real estate! ??? ????????’?? ?????? ???? ??????????: 1?? ???????????????????? ???? ???????? ??????(??) ?????? ?????? ?????? ??????????: When you contribute to your 401(k), your employer matches a percentage of that contribution (hello, free money!). Make sure you’re contributing at least enough to get the full match. 2?? ???????? ???????? ???????? ?? ????????-???????????????? ?????? (??????????): When you’re eligible, roll your 401(k) into an SDIRA, which allows you to invest in alternative assets like real estate. 3?? ???????????? ???? ?????????????????????? ????????????????????: Now, you can use your retirement savings, including those match contributions, to invest in multifamily real estate—a stable, cash-flowing asset that can grow your retirement nest egg even faster! ?? ?????? ??????????????????????? Steady cash flow from rental income ?? Long-term appreciation ?? Passive income and potential tax benefits ?? ???????? 401(??) ?????????? ???? ???????? ?????????? ???????? ?????? ???? ?????? ???? ????????, earning you even more through real estate investing. Why leave it sitting in traditional investments when you could grow it through real estate? ?? Want to learn more about how you can use your 401(k) to invest in multifamily real estate and build wealth for the future? Let’s chat! Drop a comment or send me a message. #RetirementPlanning #401kMatch #MultifamilyInvesting #WealthBuilding #PassiveIncome #RealEstateInvesting #FinancialFreedom

When you consider that most employers are spending at least 3% of their wage roll on #workplacepensions, and some much more, it is surprising that a little more time and money isn’t spent on making sure employees really understand and value this benefit. One of The Ink Group's most popular services is the?Workplace Pension 1:1. This is usually a 30-minute session either face to face or online, where your pension scheme members can speak directly to an Ink specialist and ask any questions related to their #retirementplanning. ? Perhaps the most important and satisfying part of this work, though, is helping people visualise their retirement outcome based on what they are doing now. We use a bit of fact finding and a simple calculator to help members assess whether they are on track to maintain their current standard of living in retirement. A small increase in employee contributions in your 20’s can fundamentally change a retirement outcome because of the power of compound growth. We regularly receive extremely positive feedback about these sessions and?Christopher Bauer?- Systems & IT Manager, Shepherd Global Ltd?said about one of these sessions: "I had some huge black holes around pensions and William Johnson was fantastic in answering them all and I can say I'm certainly better placed than before!"? ? If you feel your employees could benefit from this service then please contact us at?[email protected]?or call on?01858 810200.

Retirement savings are the second-largest source of wealth in the U.S., yet 9 in 10 people attempting to bring their savings from job to job fail. As many Americans rely on their 401(k) to support life after work, it’s a problem that so many are seeing savings stripped from their accounts in transition. To combat this, we’re working with employers to offer an alternative to the manual transfer process responsible for depleting billions in earnings from our workforce. See our latest insights in the blog post below to learn how. #RetirementPlanning #EmployeeBenefits #WorkplaceBenefits #401k

Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.

Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.