What are your goals? #MotivationalMonday
Need a break? Don't we all! Check out these options for making your home feel like a vacation.
REALSIMPLE.COM
Staycation Ideas to Kick Back, Relax, and Vacation at Home
We missed you last week, so be on the lookout for a surprise later this afternoon.
Weighing the numerous college payment options can be complex – especially given today’s low interest rates. From federal loans to financial aid, here are some tips for navigating the process.
CNBC.COM
Student loans may be needed now more than ever. Here's how to navigate the options
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
It's election season, and Ted Cruz aka Drew Watson, along with Travis Chaney, have stayed busy today moderating the City Commission and Mayoral Town Halls. Watch the Mayoral Town Hall beginning at 6:00 on the Owensboro Times Facebook page.
https://www.facebook.com/TheOwensboroTimes/
We invite everyone to visit the Owensboro Times Facebook page to view the virtual Town Hall with Owensboro's four Mayoral candidates, taking place at 6:00 PM Tonight. The Town Hall will be moderated by our very own Drew Watson and Travis Chaney!
https://www.facebook.com/watch/live/?v=381436403229971&ref=watch_permalink
Owensboro Times was live.
October 13 at 1:18 PM ·
Owensboro Times Town Hall 1 of 3 - City Commissioners group 1
#TeamSpotlightTuesday: Meet Brian! Brian Wilborn, CFP®, APMA, is one of our talented financial advisors here at Align Wealth. When he isn't helping clients meet their financial goals, he loves spending time with his family, cheering on the Chicago Bears, or coaching baseball.
Discover more about Brian here: https://www.ameripriseadvisors.com/brian.r.wilborn
Check out today's Drewsday for an exciting announcement!
Here is this week's thought...
#drewsday #alignwealthmanagement #CFP #ameriprise #finance
We're starting #MoneyMonday - that means we'll provide you with go-to materials to help you with budgeting, savings, investments, and more
How much are you willing to invest in stocks? Do you have a sound strategy? Let's set up a consultation and review a solid tax strategy.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
Congratulations on your work anniversary, Wes! We are glad to have you on our team.
Have a safe, happy and spooky Halloween! #HappyHalloween
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
#TeamSpotlightTuesday: Meet Debra! As one of our wonderful financial consultants, Debra Woodard has over 20 years of experience. In her free time, she serves on the board of the Owensboro Dance Theatre and loves to watch the University of Kentucky's baseball and softball teams.
Learn more about Debra here: https://www.ameripriseadvisors.com/team/align-wealth-management/financial-advice-team/debra.a.woodard
We have some fun team resolutions to share with you! First up, Wes's resolution:
"To get on Amy's good side!"
What resolutions do you have for 2021? Fun or serious, we want to know! Comment yours below!
Learn more about Amy and Wes both below:
ameripriseadvisors.com/amy.k.wiitala
ameripriseadvisors.com/wes.gersh/
#TeamSpotlight: We're happy to introduce Amy Wiitala! Amy is our Chief Operating Officer with over 30 years of experience. When she isn't crushing goals around the office and for our clients, she fills her schedule with all sorts of fun!
From spending quality time with her family to adventuring outdoors or cozying up to a nice book, Amy is an all-star. We love having you on our team, Amy!
Learn more about Amy here: https://www.ameripriseadvisors.com/amy.k.wiitala
Did you know that our fearless leader, Drew, has his own radio show? From retirement planning to investing, this weekly show will equip you with many financial tips!
Tune in for Financial Fridays with Drew Watson on WOMI 99.1FM/1490AM from 8:30-9 AM CT.
Click below for more.
WOMIOWENSBORO.COM
Financial Fridays with Drew Watson
It's #MoneyMonday! Here, you can find top tips to help you with your #personalfinance. Today's tip is for you to create a financial calendar. A financial calendar could be a helpful tool to remind you to pay certain bills or quarterly taxes.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
"The number one asset bubble of all time is Tulip Mania," said Watson.
Tune in for Financial Fridays with Drew Watson on WOMI 99.1FM/1490AM from 8:30-9AM CT.
Click below for more.
WOMIOWENSBORO.COM
Financial Fridays with Drew Watson
Happy Birthday, Madison! Have a wonderful day!
Here is this week's thought...
#drewsday #alignwealthmanagement #CFP #ameriprise #finance
#MoneyMonday: Define your retirement spending needs. Making a note of your ideal post-retirement spending habits may help you determine your retirement portfolio's size.
Whether you want to go sightseeing or spoil your grandkids with lots of gifts, make sure you have enough saved up for your spending needs.
Communication within families goes a long way in helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
#TeamSpotlight: Meet April! April Thurman, Associate Financial Advisor and Managing Director of Align Wealth, has over 25 years of experience.
In her free time, April loves spending time with her family and friends along with knitting and crocheting.
Learn more about April here: https://www.ameripriseadvisors.com/april.d.thurman
