Members of every community can benefit from financial education. Let’s talk about how financial fitness strengthens communities. #financiallyfit
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
www.ameriprise.com
If you’re saving for a new deck, an upgraded kitchen or any other home improvement project, I can help you plan to achieve these goals.
Mortgage rates have hit record lows. Is now the time to refinance? Ask yourself these five questions —and connect with me to discuss your options.
FORBES.COM
5 Simple Steps To Determine If You Should Refinance When Mortgage Rates Are Low.
On this Parent’s Day, take a moment to reflect on the legacy and values a parent passed down to you. What financial lessons did you learn?
67% of working millennials have nothing saved for retirement, and only 34% participate in their employer’s plan. Are you one of them? Getting the right advice and education is critical in this stage of your journey – let’s connect to start planning.
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 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.
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
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
Happy New Year! So long, 2020.
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
