Vicki has earned the prestigious lightning strike! Thank you for going above and beyond by supplying the beautiful mums and planters for the front of our office. The team and our clients appreciate it!
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Staying focused amidst uncertainty can help you reach your future financial goals.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Today and every day, we voice our support for women’s rights, gender equality and a better future for girls.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
October is Women’s Small Business Month. If you’re thinking about starting a business, our team can help with financial tips and other considerations for getting your new venture off the ground.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Stock market losses can lead to emotional investing decisions. But our team is here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
National Boss Day is the perfect opportunity to honor Mark and Dave for all they've done for our team. Their leadership and mentoring have equipped us with the tools to ensure the level of service we provide to our clients is nothing short of exceptional.
Your dedication to our growth and success does not go unnoticed. We're fortunate to have you both leading our team and can't thank you enough for all you do!
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Apple picking, pumpkins, cider donuts and corn mazes are just a few ways to enjoy the fall season! Carley Ames and her family had a great time at a local orchard this past weekend and the kids are counting down the days until Halloween!
We're so proud of Financial Advisor, Mike Riley, for completing the Hartford Marathon Virtual Runs!
Mike participated in the "Driven by Purpose" challenge which required participants to complete a 5k, 10k and half marathon from last Thursday to Sunday.
Congratulations, you're an inspiration to many!
Love is in the air! Congratulations to Client Concierge, Kara Csere and her husband, Chad Stephen, for tying the knot on October 3rd! Cheers to many happy & loving years together!
Their wedding day wouldn't be complete without having Lucy as the flower girl and Nash as the ring bearer!
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Ed Venture was the star of a photo shoot in Central Park this past weekend! Emily Savage and her husband, Gary, spent a relaxing afternoon capturing the beauty of the iconic park and fall foliage.
Emily Verdosci and her significant other, Tommy, hosted an early Halloween party this past weekend to get into the spirit!
What fun Halloween events are you partaking in this year?
Our good friends Pauline and David P. recently visited Maine and enjoyed the sights, seafood and some adventure!
Here are a few photos of Ed venturing to Acadia National Park, eating lobster and feeling triumphant on top of Cadillac Mountain overlooking Bar Harbor!
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Each and every day, first responders put their lives on the line to rescue ours. All of us at Fiduciam Financial would like to express our admiration and gratitude to the courageous men and women who are saving lives and making a difference in this world.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
October marks two years since Candice Pope and Allison Becker were appointed financial advisors with our team. Congratulations and thank you for always putting our clients first and taking care of their financial well-being!
What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
Financial Advisor, Candice Pope, will be celebrating her birthday on Sunday, November 15th!
Please join us in wishing her a day full of laughter and happiness and a wonderful year that brings her much success!
All of us at Fiduciam Financial are proud of Managing Partner and Financial Advisor, Mark Jones, who received a 2020 Five Star Wealth Manager award! Congratulations, Mark, and thank you to our wonderful clients.
https://www.ameripriseadvisors.com/team/fiduciam-financial/financial-advice-team/mark.r.jones
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Please join us in congratulating Kara on celebrating her first year with Fiduciam Financial. Your warmth, caring nature and leadership skills have made you an integral part of our team and we are grateful for the dedication and compassion you have shown to our clients!
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Happy 245th birthday to the U.S. Marine Corps!
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact me to learn how financial wellness completes your package. #financialwellnessbenefits
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Carley Ames' daughter, Olivia, loves baking with her mom! Her latest masterpiece is a chocolate cake!
We'd love for you to share your favorite recipes with us in the comment section below!
She said yes!
Please join us in congratulating Emily Verdosci and her fiancé, Tommy, on their recent engagement! We wish you a lifetime of love & happiness!
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Congratulations to Client Concierge, Sue Ricard, for celebrating 35 years with Ameriprise Financial! We are truly thankful for your years of service, your hard work, and dedication to our clients!
Communication within families goes a long way 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
Our good friends, Ray and Claudia L. enjoying retirement to the fullest!
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
We wish you a day full of laughter and happiness and a year that brings you much success!
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
How can you think more of others?
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
It’s not too late to save on your 2020 taxes. We can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
Give our office a call if we can be of any assistance to you 800-895-6625.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Stephanie and her daughter, Sophie, had a blast making Christmas wreaths this past weekend! This is Ed's favorite holiday so he made sure to join in the fun!
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. We remain committed to helping you navigate the near-term conditions.
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
Our virtual holiday party was filled with laughs, ugly Christmas sweaters, a champagne toast and a special appearance made by Rockstar Santa (Alston Eldridge) who serenaded the group with Enter the Santa-man!
#VirtualHolidayParty #FiduciamFinancial #HolidayBash #HappyHolidays #HappyNewYear
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
May your Hanukkah be filled with peace, joy and light.
Please join our team in wishing Vicki Hawkins a very happy birthday! May your special day be full of happiness, fun and cheer!
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
We received this heartwarming message from our friends, Jeff & Norma Leavenworth:
"Ed Venture visits Plant Museum, Tampa, Florida, to view Victorian displays - Christmas 2020. Ed reportedly enjoyed the day and said Jeff & Norma had fun, too! Merry Christmas to our dear friends at Fiduciam!"
Merry Christmas, Jeff & Norma, and thank you for sharing your fun holiday pictures with all of us!
December 19th marks Alston's first year as a financial advisor with Fiduciam Financial. You have quickly become an essential part of our team and we thank you for the dedication to our clients. Congratulations!
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
Whatever your post-retirement plans might include, our personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
While the makeup of Congress remains uncertain, we believe it’s important to maintain pragmatism in this fluid environment. We remain committed to helping you navigate the near-term conditions.
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
Our virtual holiday party was filled with laughs, ugly Christmas sweaters, a champagne toast and a special appearance made by Rockstar Santa (Alston Eldridge) who serenaded the group with Enter the Santa-man!
#VirtualHolidayParty #FiduciamFinancial #HolidayBash #HappyHolidays #HappyNewYear
From our family to yours, wishing you a very Merry Christmas!
Merry Christmas Eve to all those who celebrate!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Vicki Hawkin's dogs couldn't wait for the first snowfall of the year!
We received this heartwarming message from our friends, Jeff & Norma Leavenworth:
"Ed Venture visits Plant Museum, Tampa, Florida, to view Victorian displays - Christmas 2020. Ed reportedly enjoyed the day and said Jeff & Norma had fun, too! Merry Christmas to our dear friends at Fiduciam!"
Merry Christmas, Jeff & Norma, and thank you for sharing your fun holiday pictures with all of us!
December 19th marks Alston's first year as a financial advisor with Fiduciam Financial. You have quickly become an essential part of our team and we thank you for the dedication to our clients. Congratulations!
Kimberly, you have set an exemplary standard for all of us with your work ethics and dedication to our team and clients. Thank you for all you've done for us these past two years. Happy Anniversary!
Happy New Year! Looking forward to a brighter 2021!
As 2020 comes to a close, we'd like to thank each and every one of our loyal clients for allowing us the privilege to serve you. Our team has thoroughly enjoyed assisting you meet your financial goals and celebrating your significant milestones. We're thankful for the opportunity to continue working together and celebrating as we welcome 2021.
Wishing you and your family a happy, healthy and prosperous new year!
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, we would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
Financial stress can disrupt employee productivity. If you own or manage a local business, contact our team to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Candice, your work ethics and dedication to our clients and team are commendable and so are you as an inspiring individual. We are lucky to have you on our team, thank you for all you do. Happy Anniversary!
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Happy New Year to all of our clients, family and friends!
Take a look at these great holiday photos a few of our team members shared.
Clockwise from top left:
Mike Riley's elf on the shelf, Seamus, made his annual appearance with a funny message for the family.
Sue Ricard's great-grandson, Keyonu, wouldn't put down the first gift he opened.
Sue's grandkids were all smiles in their Christmas PJ's.
Stephanie Field and her significant other, Jimmy, had their annual picture with Santa taken.
Lisa Gayle's son, Andrew, dressed up as Santa for his first Christmas.
Please join us in wishing Financial Advisor, Allison Becker, a very happy birthday! May your special day be the start of a year filled with good luck, good health and much happiness.
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Our team safely celebrated Carley's birthday this afternoon with chocolate covered fruit and cheesecake, which happens to be her favorite dessert!
We hope all of your birthday wishes come true!
Please join our team in wishing Practice Manager, Carley Ames, a very happy birthday! Wishing you a wonderful year ahead and success in all you do!
Stay connected with digital tools. Track your goals and stay connected to your advisor online. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.
Simplify your life by signing up today!
https://www.ameriprise.com/client-login/?TARGETURL=https%3A%2F%2Fwww.ameriprise.com%2Fsecure%2Fportfolio%2Ftotal-view%2F
AMERIPRISE.COM
Log In - Ameriprise Financial
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. Our team can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Join us on Thursday, January 14th!
We’re excited to have Daniel F. Hally, with PIMCO, present “Opportunities in an Uncertain World” and give a market outlook for 2021.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
#2021Goals #FinancialAdvisor #FinancialWellness #Invest #FinancialPlanning #Ameriprise
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take the time to understand what’s truly important to you. What can our team help you achieve so that you feel more confident and secure about your financial future?
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Stay connected with digital tools. Track your goals and stay connected to your advisor online. Through personalized advice and our digital tools, we can help you define your goals, see your progress, review your investments and plan for the expected and unexpected.
Simplify your life by signing up today!
https://www.ameriprise.com/client-login/?TARGETURL=https%3A%2F%2Fwww.ameriprise.com%2Fsecure%2Fportfolio%2Ftotal-view%2F
AMERIPRISE.COM
Log In - Ameriprise Financial
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Emily Verdosci shared an evening with a few very special women and found the wedding dress of her dreams!
Does anyone have a guess as to which style she chose?
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
#2021Goals #FinancialAdvisor #FinancialWellness #Invest #FinancialPlanning #Ameriprise
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
Emily Verdosci shared an evening with a few very special women and found the wedding dress of her dreams!
Does anyone have a guess as to which style she chose?
Emily, you're a ray of sunshine with a heart of gold. Your undying spirit and contributions to our clients and team is inspiring to all of us. Congratulations on your two year anniversary!
Alston Eldridge and his wife, Laura, didn't let a winter storm stop them from having fun. They bundled up and went snowshoeing!
Did you partake in any fun winter activities during these last few snow storms?
Is there someone in your life who may benefit from additional financial guidance? Our team would be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
https://www.ameripriseadvisors.com/team/fiduciam-financial/?openFormModal=referral
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. Our team is here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Congratulations to Managing Partners David Bouffard and Mark Jones, who have both been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Fiduciam Financial are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
Fiduciam Financial - Middlebury, CT | Ameriprise Financial
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Emily, you're a ray of sunshine with a heart of gold. Your undying spirit and contributions to our clients and team is inspiring to all of us. Congratulations on your two year anniversary!
Alston Eldridge and his wife, Laura, didn't let a winter storm stop them from having fun. They bundled up and went snowshoeing!
Did you partake in any fun winter activities during these last few snow storms?
Is there someone in your life who may benefit from additional financial guidance? Our team would be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
https://www.ameripriseadvisors.com/team/fiduciam-financial/?openFormModal=referral
Please join us in wishing Emily Savage a very happy birthday! May your special day be full of happiness, fun and laughter!
Kimmy Saja and Kara Csere had a fun play date with their dogs Tiger, Lucy and Nash this weekend!
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
For those age 70 1/2 and older, there’s a tax-advantaged way to help support your favorite charity. Learn more.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Congratulations to Managing Partners David Bouffard and Mark Jones, who have both been named to the 2021 Forbes Best-in-State Wealth Advisors list. All of us at Fiduciam Financial are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
AMERIPRISEADVISORS.COM
Fiduciam Financial - Middlebury, CT | Ameriprise Financial
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
Please join us in wishing Emily Savage a very happy birthday! May your special day be full of happiness, fun and laughter!
Kimmy Saja and Kara Csere had a fun play date with their dogs Tiger, Lucy and Nash this weekend!
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
AMERIPRISEADVISORS.COM
Investor implications of the new executive branch
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
March 2nd is #ReadAcrossAmericaDay!
Share one of your favorite books in the comments below.
Fiduciam Financial recognizes the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Join us on Wednesday, March 24th at 6pm
We’re thrilled to have Sheridan Culhane, Business Development Associate at MFS Investment Management, present “Protecting Your Data – Aware and Prepared”. Learn about the signs of identity theft and fraud and how to protect your personal information.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
MFS and its representatives are not affiliated with Ameriprise Financial.
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We are thrilled to announce that Alston Eldridge and his wife, Laura, welcomed their first child, Carter James, on Sunday, February 28th. 7lbs. 10oz. and 19.5 inches long, both mom and baby are healthy and doing great. Please join us in congratulating the Eldridge family!
Today on International Women's Day we celebrate all women, including these fifteen incredible team members, who are leaders, challengers and truly unstoppable. From challenge comes change, so let's all #ChooseToChallenge!
#IWD2021 #InternationalWomensDay #Women #WomenEmpowerment
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
AMERIPRISEADVISORS.COM
Investor implications of the new executive branch
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
JUST IN: The IRS announced it has moved the federal income filing due date for individuals from April 15th to May 17, 2021.
IRS.GOV
Tax Day for individuals extended to May 17: Treasury, IRS extend filing and payment deadline | Internal Revenue Service
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Happy St. Patrick’s Day!
Join us on Wednesday, March 24th at 6pm
We’re thrilled to have Sheridan Culhane, Business Development Associate at MFS Investment Management, present “Protecting Your Data – Aware and Prepared”. Learn about the signs of identity theft and fraud and how to protect your personal information.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
MFS and its representatives are not affiliated with Ameriprise Financial.
3469426ACMR0321
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
Did you know: For every degree you lower your thermostat, you can lower energy costs by 5%. #moneysavingtips #energysavingstips #savetoinvest
Ed Venture got in touch with his creative side last weekend with Allison Becker, Candice Pope and Stephanie Field. They spent a fun evening painting and sharing some laughs!
Financial Advisor, Allison Becker, is representing Connecticut by competing in the Miss for America Pageant this week! She is honored to have this opportunity to promote and be the voice for financial literacy. We are so proud of you!
Join us on Wednesday, March 24th at 6pm
We’re thrilled to have Sheridan Culhane, Business Development Associate at MFS Investment Management, present “Protecting Your Data – Aware and Prepared”. Learn about the signs of identity theft and fraud and how to protect your personal information.
If there are any questions you would like to have addressed during the webinar, please email them along with your RSVP to Lisa.Gayle@ampf.com and we will do our best to answer them all.
We encourage you to share this invitation with anyone you feel would benefit from this special webinar. This is an informational seminar. There is no cost or obligation.
MFS and its representatives are not affiliated with Ameriprise Financial.
3469426ACMR0321
Wishing you much happiness on International Happiness Day!
Our team was lucky to have Chef Carley and Chef Candice whip up a delicious lunch for everyone in the office. Beef, chicken, shrimp and all the toppings were made in house and enjoyed by all!
