October is National Financial Planning month!!
We love being your friendly neighborhood practice and the opportunity to help clients work toward their goals on a daily basis. It’s easy for us to tell you why we love Financial Planning, but our hope is that you’ll see it and experience it for yourself and even share any feedback with a friend or family member who you think could benefit from it as well.
We look forward to continuing our financial planning conversations with you soon!
We’re excited to be continually growing our practice and welcome Rhitu Karki to Team RPA, as our newest Client Service Coordinator!!
Some fun facts to get to know her are:
• She's from Nepal
• Practices Astrology
• Loves Sci-Fi and Comedy movies/TV shows
Wishing Jeff a terrific birthday weekend! So grateful for the leadership and the fun he brings to the team. We hope you’re able to eat some delicious chocolate cake Tomorrow - Happy Birthday!!
Quick Update: Our office will be CLOSED on Monday, September 7th for Labor Day. We hope you all are staying safe and healthy these days. We’ll be back up and running on Tuesday ready to help with anything you need.
Have a great long weekend!
September is #LifeInsuranceAwarenessMonth, and is a good time to consider protecting your loved ones. Let’s chat about life insurance and other coverage solutions to help protect your family.
Having double the celebration for Chae today - Happy Birthday & Congratulations on your little addition!! May this next year be your best year yet. We can’t wait to meet baby Richardson in February!
The front porch is looking festive thanks to Karen!
Today we make it a point to honor all current and former members of the Armed Services. We thank you for your courage and sacrifice!
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
Happy 12yr Ameriprise Anniversary, Chad!!!
Not only does he bring an immense amount of professionalism and skill to the team, his comedic relief and how he supports this practice, and each of us individually, takes us to a whole new level.
From starting out as an intern, getting licensed, becoming a CFP ®, and ultimately a business partner with Jeff – he’s really been a force to be reckoned with. It’s safe to say Raegen, Parker & Associates wouldn’t be the same without you, Chad Parker. Thanks for all you do and cheers to the years to come!!
Remember it is Daylight Saving, not Daylight Savings….
(Savings is what we help you with *wink wink*)
Here are some fun facts about “falling back”.
VOX.COM
Daylight saving time 2020 ends Sunday: 8 things to know about "falling back"
As we’re all spending more time at home, and with the kids around, why not share some of the basics of Financial Planning?! #NationalFinancialPlanningMonth
Check out this cool article.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Join us in wishing Lesley a Happy 6 yr. Ameriprise Anniversary!! Lesley is truly integral to our success, she not only helps keep things running smoothly for our team, but the office as a whole. We are beyond grateful to have her!
Thank you from the bottom of our hearts for all you do, Les, and cheers to many anniversaries to come!
What do you care about? Have your financial goals changed?
It’s a new year – time for a fresh look to keep you on track in 2021!
Martin Luther King, Jr., said, “Everybody can be great, because everybody can serve.”
Our office will be closed on Monday; this weekend, or on #MLKDay, find ways you can get involved! If you need ideas, check out this link.
NATIONALSERVICE.GOV
Serve Your Community
One of the best ways to teach kids about money is to involve them in financial discussions and decisions, helping them find their own interest in what financial wellness is all about.
Here are 6 money management tips you can begin to instill in your children or grandchildren today!
AMERIPRISE.COM
Kids and money: 6 money management tips
Working toward your long-term financial goals starts with making the next right move. Give us a call and let us help you kick-off the year with a fresh look at your goals!
Cheers to the close of 2020 and the start of 2021!!
Spending time reflecting on the blessings of this past year and looking forward to what the new year will hold. We’ll resume our normal business hours on Monday, January 4th and wish you all a Happy New Year!
