Carol M. Gilbert-Tondreau, CFP, MS, Certified Financial Planner added 3 new photos.
January 18, 2019 at 2:57 PM ·
Here is a glimpse of our office and staff. We are located at 60 South Chestnut Street in Augusta!
We hope you enjoy the beautiful fall weekend!
From ~ Melanie, Carol and Debbie
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
If you are impacted by this buyout, we would love to help you through your transition. One of the areas we specialize in is retirement planning. Call today for a free consultation.
FOXBUSINESS.COM
UPS offering buyouts to management workers
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
AMERIPRISEADVISORS.COM
5 key drivers for stocks in the near term
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
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
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
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
Happy Global Cat Day from our favorite felines to yours! Global Cat Day on October 16th raises awareness surrounding non-lethal feline programs across the country. Post a picture of your fur baby here!
Pictured below: Meredith, Emma, Lucy Bean, Lexi, Mere and Monkey
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Working toward your long-term financial goals starts with making the next right move.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Helping you keep an eye on the future is what we do best.
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.
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
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
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
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 we help you achieve so that you feel more confident and secure about your financial future?
