44 years together... Happy Anniversary Cal and Barbara Klem!
We are hard at work helping clients like you stay on track to achieving your financial goals. If financial planning is something you have considered or would like to know more about, we would love to sit down with you and help you create a financial roadmap. We are meeting in person or virtually depending on your preference, and we schedule night meetings by appointment.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Pumpkin spice? Colorful leaves? Picking out pumpkins? What is your favorite thing about fall?
We all love getting out and about, so we are excited about the cooler temps and fun outdoor activities! Happy First Day of Fall!
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.
It is hard to imagine we are celebrating one year in our "new" office!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
We are thrilled to announce that advisor Kevin White has earned his CERTIFIED FINANCIAL PLANNER™ certification, as awarded by the Certified Financial Planner Board of Standards, Inc. The CFP® certification is recognized as a standard of excellence for personal financial planning.
This certification requires many hours of study and preparation, and we are excited to celebrate with him and have him as part of our team! Congratulations, Kevin!
Try to take time this week to revisit your existing estate plans. If you do not yet have estate plans, reflect on the legacy you want to leave. We have many resources available, and we can help you make connections if this is a piece of the puzzle you have not yet explored.
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.
If you could share one tip with the next generation, what would it be?
Happy Birthday to advisor Bryan Houston and his adorable daughter, Sully Grace!
Your health and well-being are a top priority to us, and we remain committed to helping you reach your goals. Given the increase in local COVID-19 cases, we have made the difficult decision to close our lobby and cancel in-person meetings at this time.
We will continue to support clients virtually- by phone or online. If you have an upcoming appointment, our team will be reaching out to you soon to make any necessary arrangements. We can't wait to visit with you in person again soon!
Please feel free to reach out by phone (423.283.9660) or send an email to any member of our team. We will still be working during our normal office hours of 8:30am-5pm. Thank you for your understanding during this time!
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.
#TeamMemberTuesday
Kevin White, CFP® joined our team as a financial advisor mid-pandemic, so many of you have not had the chance to meet him in person. Kevin enjoys learning each client's unique circumstances and helping improve their situation regardless of whether they are starting out or have built their wealth over time. He enjoys solving problems and ideally, catching issues before they become a problem.
Outside of the office, Kevin enjoys spending time with his family and coaching his son's baseball team. When things get back to normal, he looks forward to going to concerts again and attending sporting events.
If you are interested in scheduling an appointment with Kevin to review your financial picture, he is currently holding appointments both virtually and in person.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
We hope you took time today (or prior to today) to exercise your right to vote.
Our website (www.klemhoustonandassociates.com) will have many resources over the next few weeks regarding the markets and election/post-election insights. Feel free to reach out if you have questions as we navigate this season.
Contribution limits for Traditional and Roth IRAs have not changed for 2021. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
As we continue on in 2021 and reflect on all that has happened over the last year, we'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice using the link below. We are meeting both virtually and in-person when necessary. We are also available for evening appointments.
AMERIPRISEADVISORS.COM
Klem, Houston & Associates - Johnson City, TN | Ameriprise Financial
Get the personalized advice you need to envision and build a confident financial future.
We get calls throughout the year about tax deadlines. Bookmark this page so you can have it on hand throughout tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
If you are over 70 1/2 and regularly give to charity, ask us about doing a qualified charitable distribution (QCD) from your IRA.
https://cdn.ameriprisecontent.com/cds/alwp/advisor/contentmanagervideos/xj1wern3_smart-charitable-giving-from-your-ira.m4v
Sitting down with your partner or family members to discuss finances can be tricky. It doesn't have to be. Reach out to us and we can walk through the process with you to help keep you on track with your current spending and future gifting.
