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5 Auto Enrolment Pitfalls for Small Businesses

5 pitfalls for small businesses as they work through the Auto Enrolment process. Avoiding these pitfalls will help ensure a smooth transition to full Auto Enrolment compliance.

A Financial Advisor Can Help You Plan For More Than Just Retirement

A financial advisor can do a lot more for your money than just plan for retirement. If you need help managing your assets or planning for your children’s higher education expenses, you’ll want to hire a local professional.

Promissory Note Discounts Explained

Why is a $10,000 Promissory Note Not Worth $10,000? What you see is not what you get. Basic factors that cause note discounts.

Auto Enrolment – 7 Steps to Guide You Past Your Staging Date and Avoid Fines

Do you think Auto Enrolment is just about pensions? This is a common misconception, however, an employer’s Auto Enrolment duties are actually far more wide-ranging than this. As a result there is a real danger that employers will start their preparations too late and miss the strict deadlines imposed by The Pensions Regulator. With staging dates for small businesses fast approaching, and in light of fines recently issued by The Pensions Regulator for non-compliance, this article aims to provide a brief overview of seven key steps that should be completed by employers ahead of their staging date.

Roadmap to Retirement: 4 Steps to Living a GREAT Life

I know it sounds like such an easy thing, retirement, but moving toward retirement means stepping into a new phase of life. And quite frankly, many don’t find it that easy. Finally, the chance to do all the things you ever wanted to do… travel, visit family, volunteer, remodel your home, move to the country, or write that book you’ve always dreamed of! But as retirement nears, there’s underlying doubt. Can I afford to do these things? Can I afford to retire? Will I run out of money? Will I physically be able to do this?

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