Staying focused amidst uncertainty can help you reach your future financial goals. Give us a call today at 239-768-7007 and schedule a complimentary foundational planning meeting to see if you are on track to meet your goals!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Shop local is more than a slogan. Southwest Florida businesses add value to our community in many ways and our support is critical to helping them thrive. Together, we can continue to help them succeed. Let’s talk. #communitystrong
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
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. Give us a call today to set up a complimentary foundational advice meeting with one of our experienced advisors!
Can your company's retirement plan prevent or postpone your desired retirement date? Financial myths that have the potential to disrupt even the best retirement plans. One way to keep you on track for an early retirement is to run annual stress test on your retirement plan (401k, 403b, etc.). We can help you run an analysis across key attributes such as sector exposure breakdowns, expenses, risk factors and much more. Click below for additional information.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. Our team is here to help.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
When there’s uncertainty in the market, we can help you make the next right move.
YOUTUBE.COM
The next right move | Ameriprise Financial
Work toward your financial goals with Ameriprise's personalized advice you can trust, and online tools to track your progress. Let's get started today!
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. Our team can help you find alternative ways to protect your retirement income.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals. Reach out to us and schedule a complimentary goal planning meeting today!
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Enjoyed visiting with our 3 UCF college kids in Orlando !!
We have all been interested in how the election will impact the markets and economy. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
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.
Has the pandemic caused you to consider adopting a feline family member? This is Tao, our office manager's cat and he thinks he can entertain any human during quarantine! But before rushing out to get a new pet, here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
Understanding tax planning options can be overwhelming—make sure you have guidance. Did you know that in addition to our financial advisors, we have a tax professional on our team? Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios. Give us a call today at (239) 768-7007
Enjoying a Halloween dinner SWFL style !!
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.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Enjoyed our Thomasville, GA and Tally visit with my old college roommate, Mike, and his plus 1 Ricki ...
Our team carefully weighs all of our decisions, from financial wellness to health and safety.
Here is a sneak peek from our team video shoot yesterday. We can't wait to share it with you. But for now, we are masked up, socially distanced and ready to help you weigh your financial options!
Happy Thanksgiving from our family to yours! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. Even though we can't all gather together this year, we are thankful for all of our friends and family. What are you thankful for?
Today is Giving Tuesday and we are excited to announce our partnership with Toys for Tots this holiday season! Starting today through December 18th, we will be collecting new, unopened toys for children ages 0-12 to donate to less fortunate children through Toys for Tots.
ANY member of our community can drop off a toy during normal business hours or call our office to schedule a no-contact drop off. You can even donate online at the Toys for Tots website!
How will you give back this year?
Unbelievable !!! Warmer in Maine than Orlando .. Brrr
Our Toys for Tots box is starting to fill up! Thank you to all of our friends that have stopped by to donate already.
Its not to late to donate! We will be accepting donations until December 18th. Any member of our community can drop off a toy during normal business hours or call our office to schedule a no-contact drop off. You can even donate online at the Toys for Tots website! Please share with your friends and family, all donations are welcome!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Merry Christmas from our family to yours! Hopefully Santa stopped by and left joy under your tree this year!
Happy New Year from our family to yours! May the year ahead be filled with peace and prosperity.
2021 may have started already, but its never to late to set new goals! What goals have you set for the 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, Our team of advisors would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Tax season is upon us. Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Not only do we have a tax professional on our team, but all of our advisors are ready to help you with your retirement planning questions today!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Get the personalized advice you need to envision and build a confident financial future.
Last year, John & Carl Nicolosi celebrated being in business together for 20 years! They have worked hard together to grow a business they can be proud of and have clients who know their best interests are always being thought of first.
We have put together a short video to celebrate John and Carl’s 20th anniversary and introduce our growing team to you!
If you or anyone you know, have questions about how to reach your financial goals, our team is waiting to talk to you. Call us today and set up a complimentary Foundational Advice meeting with one of our advisors!
Special thanks to our friend Terrace Myles Digital Media for helping us tell our story!
PAMG Advisors - 20+ Years In The Making
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
We know you all have been patiently waiting for this announcement and it's finally that time of year again!
Join us for our Annual Shred Day on April 16, 2021 from 11:30 AM - 1:30 PM. Complimentary and secure shredding services at our office will be provided. We can't wait to see you!
Please RSVP to Erica at (239)768-7007 before April 5th
Today and every day, We celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Don't forget to RSVP for this year's Shred Day! Please call our office (239) 768-7007 to let us know if you will just be dropping off documents or staying for refreshments!
We hope to see you soon!
Together, we can work to envision your ideal financial future – and build it.
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions about how this package relates to your personal situation, we are here to help. Give us a call today to set up a complimentary advice meeting with one of our advisors!
AMERIPRISEADVISORS.COM
Pandemic relief recap
