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Is alternative data missing from your analytics? It’s time to add it to the workflow and find your competitive edge! Refinitiv has launched a new strategic partnership with alt data experts BattleFin to provide its customers with easy access to the market-leading alternative data sets in combination with #Refinitiv’s unparalleled fundamental data.

For new insights on artificial intelligence (AI), digitalization, big data, risk management, compliance, fighting financial crime and the future of trading and investing, visit our insights hub – http://refinitiv.com/perspectives.

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in approximately 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. https://www.refinitiv.com

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www.charlescarrollusa.com
(855) 585-3600

If you’re changing jobs or retiring, it’s important to know the rules regarding moving funds from your employer sponsored retirement plan.
The wrong move could cost you in income taxes and early withdrawal penalties.
There are two basic ways to move retirement plan assets from one retirement plan into another with no tax consequence.
With a direct rollover your financial institution or plan directly transfers the payment to another plan or IRA; no taxes are withheld and your account continues to grow tax-deferred.
With an indirect rollover, a check is made payable to you. You have 60 days to deposit it into a Rollover IRA – but indirect rollovers are subject to 20% withholding.
For example, if you had $10,000 eligible to rollover, your employer would withhold $2000 and you’d get a check for $8,000. You’ll get the $2000 that was withheld back when you file a tax return, either as a refund or a credit toward any tax owed.
However, in 60 days you still have to deposit the entire $10,000 in a rollover account – the $8,000 from your employer plus $2000 from your own resources. Any amount you don’t rollover is considered income, and subject to taxes when you file your return. You could also face a 10% early withdrawal penalty, depending on your age.
To learn more about how to avoid complications with a retirement plan rollover, give us a call today.

https://youtu.be/CBcZ2p8VADo

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www.charlescarrollusa.com
(855) 585-3600

You’ve been saving for your retirement for decades. Don’t undermine your own plans by making these 5 common mistakes when you retire.
First, don’t retire too soon. Lifespans are increasing and many retirees underestimate their life expectancy when calculating the money needed to live on.
The second mistake to avoid? Spending too much in the first years. It’s easy to overspend while playing with your newfound freedom, but it can cause shortfalls later in life. Budget accordingly and stick to your plan.
The third mistake is underestimating medical expenses – and overestimating Medicare benefits. Avoid surprises by factoring in enough money to supplement Medicare and consider buying added health insurance to fill in any gaps.
Another mistake is taking Social Security benefits too early. You can claim benefits at age 62, but the longer you wait, the higher your monthly benefit will be.
Lastly, don’t fail to do estate planning. An estate plan and a will maximizes the chances that your wishes will be followed and your assets will go where you dictate.
It’s easy to make mistakes in the beginning stages of retirement – for more information, please give us a call or stop by our website today.

https://youtu.be/k3DhZXSuk-Q

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Nordea Asset Management is part of the Wealth Management business area within Nordea Group, the largest financial services group in Northern Europe, servicing approximately 11 million customers.
We are an active asset manager with a global business model offering services in Europe, the Americas and Asia. We manage asset classes across the full investment spectrum.

Our success and continuous growth is based on a sustainable and unique multi-boutique approach that combines the expertise of specialized internal boutiques with exclusive external competences allowing us to deliver alpha in a stable way for the benefit of our clients. Furthermore, we’ve put a great emphasis on launching outcome – as opposed to benchmark – oriented investment solutions whose basis, “stability investment philosophy”, is designed to meet clients’ risk appetite and needs.

Our aim is to stay the asset manager of choice for our customers by continuously providing better service, better products and better investment returns. Learn more about Nordea Asset Management: www.nordea.com/am .

Disclaimer:
Published and created by affiliated mother companies adherent to Nordea Asset Management.
Branches and affiliated companies adherent to Nordea Asset Management, are duly licensed as well as regulated by their local financial supervisory authority in their respective country of domiciliation.
Nordea Investment Management AB and Nordea Investment Funds S.A., being affiliated mother companies, are duly licensed and supervised by the Financial Supervisory Authority in Sweden and Luxembourg respectively.
Further information can be obtained from the prospectus or your financial advisor. The latter can advise you independently of Nordea Asset Management.
This video may not be reproduced or circulated without prior permission.

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After decades with Wall Street firms, our principals tired of the lack of objectivity. The conflicts of interest. So they left. Created a highly effective, independent wealth management operation. Focused on enabling clients pursue their lives with the peace of mind they deserve. Learn More http://www.hydeparkwealthmanagement.com/

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There are a lot of variables to look at when planning for retirement. It can be easy to look at the big picture and ignore some important details. If you plan to retire at some point in the future, you will want to consider these three often-overlooked aspects of retirement planning.

Andrew Gray, CFP®, CRPC® is a Partner and Financial Planner at Valentine Ventures, LLC, a wealth management firm located in Bend, Oregon. A financial educator, Andrew provides practical tips and understandable insight to complicated topics in finance.

Visit http://valentineventures.com/blog to view more of our content and sign up for weekly email notification of our latest communiques.

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HSBC CANADA: http://www.hsbc.ca/1/2/premier?WT.mc_id=HBCA_140809_09NOPRODe04858H

How do you define wealth? It’s about freedom. Freedom to pursue your passions and enjoy your retirement.

Whatever your future financial goals, HSBC’s Premier’s wealth management services will help you grow, protect and manage your finances. Contact an HSBC Premier Representative today and start planning the next chapters of your life.

HSBC Premier – A wealth of knowledge and understanding

HSBC Premier: http://www.hsbc.ca/wealth

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Richard Champion, Deputy Chief Investment Officer at Canaccord Genuity Wealth Management, explains what wealth management is and the personal approach we take at CGWM to gain a clear understanding of your objectives and requirements.

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What is comprehensive wealth management? It’s the Bedel way of doing things. At Bedel Financial we define comprehensive wealth management as the alignment of a thorough plan of action for your financial future and the corresponding investment strategy to support the plan and help you achieve your goals. We recognize that most busy professionals don’t have the time, energy or expertise to manage a comprehensive wealth management plan on their own. That’s where we can help. We deliver fee-only financial planning and investment management by a team of highly credentialed industry professionals. Our mission is to provide peace of mind and answer the questions that keep you up at night.

Continue the conversation with us by scheduling a consultation. http://www.bedelfinancial.com/forms/schedule-a-consultation/

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