Karolina G.’s Post

The Two-Pot System is here, and most might feel a bit in the dark when it comes to how it works and what it means for them. In this video, using the Wealthbit platform, I demonstrate the consequences of the two-pot system, focusing on the dangers of withdrawing from the savings pot. I’ll also walk you through how these decisions can significantly impact your retirement income, and why scenario planning and careful fund allocation are crucial for your long-term financial health. Remember to like, comment and subscribe if you found this video useful. https://lnkd.in/dDSncKfv #TwoPotSystem #FinancialFreedom #Wealthbit

Not your father's 529 plan A ton has changed in the last few years, check out the below to learn about one of the new capabilities of 529 plans.

We didn't start the FIRE movement and it hasn't always been burning since the world's been turning, but FIRE has become popular in recent years because of the opportunity of freedom it affords. We recently discovered we've hit Coast FIRE status, which I didn't even know was a thing, so I decided to cover it for our weekly insight at TBB. Where are you on your FIRE journey? What have you learned along the way? https://lnkd.in/eqZxykJC

Every firefighter makes crucial (and permanent!) financial decisions between ages 50 and 75. You can see all 8 decisions in one visual in my latest post here: https://lnkd.in/gubNRZjY

Safeguarding EPHI is essential for compliance and data protection. Discover the benefits of using BoardEffect to secure sensitive information in our recent blog post. #MissionDriven #DataSecurity #CyberRisk #BoardEffect

Whether you have an elderly relative considering or already living at an assisted living facility, or you operate one, this latest blog post is for you! We've broken down essential security, fire, and access control features and technology for assisted living facilities. Read here: https://lnkd.in/eeMzC7a3 #yeahthatgreenville #assistedliving #retirement #retirementhome #elderly #security #securitysolutions #AccessControl #firealarmsystem

The top retirement spots for 2024 in the US offer favorable weather, proximity to urban areas, and access to medical facilities while remaining affordable. Sun City Center, FL, takes the lead this year, moving up from third place in previous rankings. Where would you move to for retirement? #realestate #retirementtowns #fhm827 #buying #selling #listreports #realestateexpert #homeowner #financehub #dreamhome #homeownership #homebuying #homesearch

🌐 Worried about financial security in retirement? You're not alone. 😟 With 28% of non-retired adults having saved nothing for retirement, and Social Security covering only about 37% of average earnings, planning is crucial. 💡 Choosing the right place to retire matters! @WalletHub analyzed 46 key indicators, from taxes to medical care, to unveil the best states for retirement. 🏡 Make your money go further! Check out the full report and a retirement savings survey for insights into Americans' attitudes toward retirement. 📊💰 #RetirementPlanning #FinancialSecurity #BestStatesToRetire #WalletHubInsights #RetirementSavingsSurvey

The first step in protecting assets is saving them!

Responsible for a business retirement plan? High fees and accidental rule violations are just a couple of the “ugly truths” hiding inside that plan. Find out what they are (and how to shine a light on them) with this quick read. Have questions already? Call 443-201-7014 to get questions answered in a complimentary 1-on-1 phone appointment.