We'd like to send a heartfelt congratulations to all of our talented advisors and staff with anniversaries over the month of October. We appreciate each and every one of you for all that you bring to the table! Thank you for your hard work and talent that make LFP the fantastic team that it is!
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Thanks to all who attended our Oktoberfest Beer Sampling event in Bismarck, ND. It was so great to safely see all of you and be able to taste local beers and a delicious German meal catered by Frieds. Prost!
Community involvement plays a significant role in our LFP culture. For us, it is important that we take care of our communities and do our part to build up those around us. Marketing Director, Mallory Sand says, "I enjoy helping advisors make a difference in their communities and in clients’ lives. We take pride in being advocates for our communities; when advisors become engaged in areas throughout their local markets it brings me much joy. Whether that be through free educational events or through volunteering for non-profits, any way we can give back and make a difference is where I find fulfillment." #LFPWayWednesday
Politics aside, a true mark of leadership is when two opponents can meet beyond their differences and discover common ground. This is a great quote from the article:
"In this very dangerous time in our deeply polarized country, where people are increasingly distrustful and even disdainful of those who do not share their political views, Ginsburg’s instinctual determination to respect and engage with people on the “other side” is perhaps her most important lesson for us all."
USATODAY.COM
Opera, travel, food, law: The unlikely friendship of Ruth Bader Ginsburg and Antonin Scalia
Apparently "Forest bathing" has proven medical benefits! Are you getting into nature more?
GOODNEWSNETWORK.ORG
Americans Say COVID-19 Has Given Them a Newfound Appreciation of Nature - Good News Network
Despite the ongoing debate about virtual learning and how to reopen schools, most Americans can agree on one thing -- children should be receiving a proper financial education. Sadly, it's not happening across the board. A good topic for parents to discuss with the PTA!
https://bloom.bg/2GgWGPT
Let the hate motivate, and nothing else.
Don't leave money on the table! Year-end is a critical time for your financial & tax planning.
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
https://bit.ly/3lnC33W
Take a moment to read these questions and apply them to your own tax situation.
Thanks so much to all who attended our Giving Project event benefitting the Abused Adult Resource Center in Bismarck, ND. We had a blast seeing all of you and getting to fill bags for a great cause!
In any company, it is important for the team to succeed in order to help their clients and customers succeed. Financial Advisor, Devin Melvie says, "Legacy Financial Partners was built on the idea of providing a legacy not only to our clients, but to each and every employee in LFP. There is a huge focus on helping employees succeed, which in turn, allows us to better serve our clients." #LFPWayWednesday
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
We'd like to send a belated thank you to all who attended our picnic in Redwood Falls, MN and our booster club golf tournament in Sanborn, MN. We had a great time seeing all of you and enjoying the beautiful weather!
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
Learning on the job is the most powerful way for an employee to grow within a company. Client Relationship Manager, Mary Gentilini says, "I enjoy being a staff member of LFP because we have many different resources available to perform our duties and something can be learned from everyone." #LFPWayWednesday
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
Sometimes it is our life experiences that shape our career path. We asked Financial Advisor, Steve Pinnow, of our Minot office why he chose to be a Financial Advisor. "I like being a financial advisor and helping clients achieve their financial goals because of my life experiences. My parents succeeded in business, failed in business, my dad passed away from pancreatic cancer, my mom resides in a nursing home full funded by her long term care insurance. My first wife and I raised 3 children, all through college and working in their chosen careers; I have 5 grandchildren. My first wife died of breast cancer. I remarried and now have a blended family. Yes, life happens and I grew from those experiences and now can assist my clients from my experience. I love being a financial advisor and would be glad to visit with you about your goals and concerns." #LFPWayWednesday
THU, OCT 29 AND 22 MORE
Share the Warmth Winter Gear Drive
THU, OCT 29 AND 22 MORE
Share the Warmth Winter Gear Drive
With a lot of controversy surrounding cancel culture & opposing views, it's good to remember that we can grow and learn from those who think differently. Respect is a virtue!
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
https://bit.ly/2TcUpsf
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
https://bit.ly/2TcUpsf
Could the market crash after the election? Maybe. Can the market crash in any given moment? Yes.
We can never predict where the markets are heading with absolute certainty. The good news is that history shows that even the worst of crashes ultimately recover. And as long as you're investing for the long term, it won't necessarily matter what happens in the next few months or years.
Of course, we are here to help you feel confident during uncertain times. Please reach out if you feel the need!
FORBES.COM
Why You Shouldn’t Fear For Your Retirement Come This Election Day
Remember that YOU get to choose to think positively or negatively today. You're in control of your thoughts, your mood, and your actions. Make it great!
From all all of us at LFP, have a fun and safe Halloween!
With the rise of ETFs and the decline of Mutual Funds over the past decade, this year was all about the Money Market Funds.
CNBC.COM
Active funds are not being muscled out by ETFs, Refinitiv expert says
LFP staff, advisors, and their families participated in a pumpkin painting contest to celebrate the Halloween season. They are all winners! Like and comment which pumpkins are your favorite!
Small business owners - another installment of the PPP Loan Forgiveness application has been released. Important information if you're a part of this program!
There are also talks about another round of PPP funding that may be available for select small businesses - stay tuned!
FORBES.COM
A New PPP Forgiveness Application Is Out: What You Need To Know
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
https://cnb.cx/34UpPu0
Teamwork always makes the dream work! We asked Financial Advisor, Tiffany Even her view on the teamwork at LFP. "It’s great to have a whole team of people helping me to help my clients in so many areas, including financial planning, investment research, implementation of new technology and new ideas! They also help support my personal growth through character building, education/training and many opportunities to help my teammates." #LFPWayWednesday
This Veteran’s Day, we express our gratitude to fellow LFP teammates as well as all men and women who’ve served in the U.S. Armed Forces. Thank you for your service!
In these times of economic uncertainty, financial wellness education is more important than ever before. Check out Financial Advisor, Kristin Hill, discuss the importance of financial wellness education and helping your employees achieve their goals.
# 3285724
Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
Congratulations to all hardworking advisors and staff who have anniversaries over the month of November! We appreciate you and all that you do.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
https://bit.ly/32yp6x4
At Legacy Financial Partners, we are honored to be able to serve our clients and their families on their financial journey and watch them succeed. Financial Advisor, Mark Westgard says, "I love meeting with our clients and getting to know them and their families. It’s especially rewarding to be working with different generations of the same family. I recently have been fortunate enough to work with the third generation of the same families. That’s very rewarding." #LFPWayWednesday
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
It's beginning to look a lot like Christmas! Thanks so much to all who came out to our wreath making workshop in Bismarck. It was wonderful to see everyone's creativity and feel the holiday spirit in the air!
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
https://cnb.cx/2IvplBJ
Count your blessings and have a wonderful Thanksgiving!
Thanksgiving is tomorrow already and we have a lot to be thankful for this year at Legacy Financial Partners! We asked Financial Advisor, Gayle Siebenbruner, what part of LFP she is thankful for this year. "The integrity of leadership and their vested interest in making sure Financial Advisors have the resources they need to be successful. I truly feel fortunate to work with this organization." #LFPWayWednesday
With three major shopping holidays happening this weekend, we'd like to remind you that this year small businesses are struggling. Choosing to shop local goes a long way, especially during these times!
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
https://bit.ly/3nwZEQu
Meet Financial Advisor, Pattie Berkner, of our Brookings, SD office
# 3195041
We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have.
Learning from one another is the most powerful tool to help us all grow and succeed in our work and in life. It is the collaboration between all employees that sets LFP apart as a community of passionate professionals. Financial Advisor, Chris Swanson says, "I love working with an incredible team that uses a collaborative effort to put our clients needs first." #LFPWayWednesday
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
https://bit.ly/33aHWup
Consistency is the key to success! What is one thing you could be more consistent with to achieve your goals?
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
https://bit.ly/338v887
Help us congratulate Financial Advisor, Megan Lenarz, on earning her accredited CFP®! This certification allows Megan to help customers better plan for retirement and sets her apart as a member of an elite group of qualified financial professionals.
It is hard for some people to separate their emotions from their financial decisions. Watch Financial Advisor, Chris Swanson, of our Fergus Falls, MN office discuss the topic on the importance of making objective financial decisions during this time of uncertainty.
# 3285724
Thanks so much to all who attended our drive-thru event at Shotwell Floral in Fargo, ND. Even though we couldn't get together the way we normally do, we enjoyed seeing everyone through their car windows and receiving photos of your wreaths hanging in your homes. We hope we made your holiday a little more merry and bright!
The possibilities of setting goals and discovering something new are still out there, even during challenging times. Has the pandemic led you to discover a new hobby?
THEGUARDIAN.COM
When Covid hit, I started walking 20,000 steps a day. It's changed my life
Our Minot, ND office is currently participating in the Angel Tree program with the Salvation Army and have had a great response this year! Thanks to all who have donated to this initiative. If you live in the Minot area and would like to donate, there's still time! Stop by the office at 1111 31st Ave SW Ste A, Minot, ND 58701 to pick up your tag! Donations will be accepted until Dec 10th.
Our Fergus Falls and Windom offices in Minnesota recently hosted a winter gear drive collecting donations in their offices. They were able to spread some Christmas cheer this holiday season by presenting all winter gear donations and checks to local nonprofits, United Way Fergus Falls & Southwest Crisis Center Windom. Way to go team!
Let's be grateful every day, not just during the holidays!
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
https://cnb.cx/396D2Cq
Thanks to the participating Adopt-a-Class grades for gifting us your awesome artwork to display on our windows at the office in Fergus Falls, MN! We appreciate your help in filling our office with Christmas cheer!
Financial Advisor, Marla Starr, and Client Services Coordinator, Jann Johnson, of our Huron, SD office had a blast donating to their local humane society and socializing with the animals. Any time spent holding cute kitties is always time well spent!
Which of these skills are your strengths? Which ones could you improve on? Mastery will bring a lifetime of positive outcomes!
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
https://bit.ly/3oaEsAb
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
https://cnb.cx/3mwr49m
Thanks so much to all who came out to our wreath making workshop in Jamestown, ND! It was so fun to see you all safely and witness your creativity. We're feeling holly, jolly, and ready for Christmas!
It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
https://bit.ly/3gyCOpn
Our Annual LFP meetings offer us the opportunity to get together (virtually this year) as a team and honor those who have gone above and beyond in their positions.
Congratulations to all 2020 LFP Award winners who have been recognized for their exemplary work.
Financial Advisor, Kristin Hill - Community Service Award
Financial Advisor, Jody Olney - Top Advisor Award
Financial Advisor, John Shaw - Top Advisor Award
Financial Advisor, Chris Swanson - Rising Star Award
Paraplanner, Deb Ryckman - Employee Excellence Award
Family time is valuable! Don't let the current situation create distance from the people you love. Here are some fun ways to stay connected through modern technology.
Congratulations to Financial Advisor, Angie Schwartz, on earning her accredited CFP®! This certification allows Angie to help customers better plan for retirement and sets her apart as a member of an elite group of qualified financial professionals.
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.
https://bit.ly/2VQEh0T
At LFP, watching our clients succeed is the best part of our day! Financial Advisor, Dennis Mears says, "I joined LFP with the understanding that I would have support in my position from other advisors and team members for, what is my favorite part of my job, helping clients achieve the goals they set to be financially sound in their lives. The joy of seeing a client smile when they leave knowing they are on the right path to success is priceless!" #LFPWayWednesday
May your home be filled with love, peace & joy.
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
http://bit.ly/2K4OPap
This holiday season, LFP staff, advisors, and their families participated in a friendly gingerbread house making contest! A sweet way to welcome Christmas. Like and comment below which house is your favorite!
Oh there's no place like "gnome" for the holidays! Our Windom, MN office had fun decorating their windows for the holidays and for a local Christmas decorating contest. Can you find all the gnomes in the window?
At LFP, we work to establish a support system throughout all offices for advisors and staff to be able to lean on each other and build up one another. Financial Advisor, Megan Lenarz, says, "Personalized, future-thinking financial advice has changed my life several times over. I feel lucky to be part of a team and firm that allows me to share my experiences with others wherever they are – at my desk, on the other side of town, or across the country." #LFPWayWednesday
The Bismarck office was pleased to present a check to Open Your Heart Campaign Chair, Rick Kramlich, for over $1300 this Christmas! Open Your Heart is a community sponsored Christmas charity for families in need in the Bismarck and Burleigh County area. Due to Covid-19, it was the first time in 90 years instead of food deliveries and children’s clothing donations, everything depended on cash donations. Happy to help out great community organizations like this one!
Wishing you happiness and success in the year to come!
Year end is an opportune time to focus on financial matters and start setting goals for the coming year. We're here to help. #financialwellness
At LFP, we love hosting events and getting the opportunity connect with our clients and their friends/families. We cannot wait until life can go back to normal and all of our favorite events can resume! In the meantime, we asked Office Manager, Jodi Fielder, what her favorite client event memory was: "My favorite is our Bully Pulpit Golf Event each year. Our clients thoroughly enjoy this event and have a blast hanging out with their friends and family." #LFPWayWednesday
How are you living in the moment?
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
http://cnb.cx/3gQacZ0
Have you started creating your goals for 2021 yet?
"I came to LFP knowing there was room for personal and professional development and growth. As a financial advisor, I am able to celebrate with clients in their best times and navigate and guide them through their worst times. The relationships developed are priceless." ~ Financial Advisor, Angie Schwartz #LFPWayWednesday
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth this year is real.
https://bit.ly/2MdnyDq
How are you starting the New Year?
Wishing you happiness and success in the year to come!
Year end is an opportune time to focus on financial matters and start setting goals for the coming year. We're here to help. #financialwellness
At LFP, we love hosting events and getting the opportunity connect with our clients and their friends/families. We cannot wait until life can go back to normal and all of our favorite events can resume! In the meantime, we asked Office Manager, Jodi Fielder, what her favorite client event memory was: "My favorite is our Bully Pulpit Golf Event each year. Our clients thoroughly enjoy this event and have a blast hanging out with their friends and family." #LFPWayWednesday
How does divorce after a lengthy marriage impact your investment strategies and long-term planning? Having a plan in place throughout the process is key to keeping your finances on track when your marriage ends.
http://bit.ly/3ne8Ad5
This is a great time to incorporate new wellness habits into your daily routines. What are some of your favorite ways to stay in shape?
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
http://bit.ly/2KXqJ1l
How can you think more of others?
"I came to LFP knowing there was room for personal and professional development and growth. As a financial advisor, I am able to celebrate with clients in their best times and navigate and guide them through their worst times. The relationships developed are priceless." ~ Financial Advisor, Angie Schwartz #LFPWayWednesday
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth this year is real.
https://bit.ly/2MdnyDq
Love > Hate. Happy MLK day!
We can help you understand your progress toward your goals with a complimentary initial 30 minute phone conversation.
Congratulations to all advisors and staff with anniversaries over the month of January. We appreciate your hard work and dedication!
When was the last time you did something that made you truly happy? Your mental health and emotional well-being matter.
Nothing is better than having a job that is fulfilling and lets you help others achieve their goals. Financial Advisor, John Lenarz says, "My favorite part of my job as a Financial Advisor is speaking to clients and watching my financial advice change a client’s life."
How does divorce after a lengthy marriage impact your investment strategies and long-term planning? Having a plan in place throughout the process is key to keeping your finances on track when your marriage ends.
http://bit.ly/3ne8Ad5
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
http://cnb.cx/3nyJ1Ud
Self-sabotage is real. Don't be a victim.
RSVP to attend the SD CEO Women’s Business Center for Women In Networking meeting on Tuesday, February 9, 2021, from 8:30 a.m. to 9:30 a.m. (MT) to see Financial Advisor, Tiffany Even, speak on finances and women!
TUE, FEB 9 AT 8:30 AM MST
Women In Networking (Virtual)
What values does a company need to demonstrate in order for you want to work there and promote their mission? We asked Financial Advisor, Amy Leopold, what drew her to work at Legacy Financial Partners, "It was an opportunity to work with a great group of people and for a company that cares about all their employees." #LFPWayWednesday
At Legacy Financial Partners, we believe no matter where you are in life, everyone should have a financial plan! Financial Advisor, Kristin Hill says, “It’s never too soon to start planning for retirement. If you are in the Watertown or Huron, SD area please reach out to me for a complimentary initial consultation to make sure you are on the right path for a confident retirement.”
When we go from believing to knowing, we eliminate all possibilities for doubt.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
http://bit.ly/3nY2dv1
The way you start your morning sets the tone for the day. Make it good!
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
http://cnb.cx/3nyJ1Ud
Thanks so much to the McKinley kindergarten class for decorating our windows in Fergus Falls, MN for Valentine's Day. Your work is "beary" beautiful and we will "bee" very excited to show off your art!
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
http://bit.ly/3sWMAr8
Sending a heartfelt congratulations to all advisors and staff who have anniversaries over the month of February. Thank you for all that you bring to the team!
"I love the community within LFP! It feels like a family that supports and nurtures each of us with a common ideal of helping our clients be successful with their financial goals. We have a values based culture at LFP that is top notch!" - Marla Starr, Financial Advisor #LFPWayWednesday
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
http://bit.ly/3a2jf64
It can be challenging starting a position in a new company. Support from your peers is the most important ingredient in a successful start for a new staff member. Jann Johnson says, "I appreciate the willingness of LFP support staff to educate, share and guide those new to the group like me. I have been impressed with LFP and Ameriprise and the deep commitment to integrity, doing the right thing, excellence, and commitment to supporting the communities where their offices are located through volunteerism." #LFPWayWednesday
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
http://cnb.cx/3cIWZ4k
"We the people" are stronger together.
Stress comes from the need to control everything. It's good to stay open to the possibilities!
February is American Heart Month. Did you know that cardiovascular disease is the #1 killer of women, causing 1 in 3 deaths each year? To raise awareness, LFP offices united and wore red today in honor of National Wear Red Day. Share the love and save lives!
For more information, visit https://www.goredforwomen.org/en/get-involved/give/wear-red-and-give.
Thanks so much to the McKinley kindergarten class for decorating our windows in Fergus Falls, MN for Valentine's Day. Your work is "beary" beautiful and we will "bee" very excited to show off your art!
You may have a clear vision, and a profound WHY, but nothing comes to life without action. Massive, determined, relentless action!
Today is a good day to set aside our differences and remember, we’re all Americans.
We hope you enjoy today with your loved ones!
Check it out!
http://bit.ly/3tjiQFm
Today is #GivingHeartsDay and our Fargo office organized a blood drive to celebrate! Thank you to Vitalant for bringing your "bloodmobile" to our parking lot for those in our office and the community to donate blood. We were proud to present you with a monetary donation as well for your hard work in the community.
Recognize that self-care is a non-negotiable foundation that enables you to care for and lead others.
You work hard to save for retirement. A diversified tax strategy with IRAs can help your assets last longer. #TaxTime
https://bit.ly/37v2Czr
Education and awareness is powerful. #BHM
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.
http://bit.ly/2N4NdP4
Today was "Wear Your LFP Gear To The Office" day! We love representing this company and displaying our logo with pride.
Take the load off!
There may still be time to lower your 2020 tax bill. Below are several ideas to discuss with your Ameriprise financial advisor and tax professional. #TaxTime
https://bit.ly/372fxJ3
Trust and keep moving forward!
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
http://bit.ly/2ZfEXP9
Welcome to all new advisors joining Legacy Financial Partners! We are excited to have you as part of our team of talented advisors!
We love looking back on fond memories and remembering times when our company or colleagues celebrated an accomplishment or milestone. We asked Client Service Manager, Karen Beede, what her favorite LFP memory is. "It was very exciting when Legacy Financial Partners became a Private Wealth Advisory Practice of Ameriprise Financial Services. You could just feel the pride of everyone’s hard work become recognized." #LFPWayWednesday
Things can change in a moment, are you living for today?
http://bit.ly/3poV6MD
You work hard to save for retirement. A diversified tax strategy with IRAs can help your assets last longer. #TaxTime
https://bit.ly/37v2Czr
What is risk? Watch Financial Advisor, Dean Hepper, explain risk and investing.
#3438732
We're so grateful for our team! We wouldn't be where we are today without them.
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty. #TaxTime
https://bit.ly/3aSEFnX
Leaders make a positive impact on everyone around them.
Variety is the spice of life and we thrive on providing personalized service to each client's unique situation. Client Service Manager, Dani Ewalt, says, "I like having a variety of work to do. Knowing that each client’s situation is different keeps things interesting and keeps the challenge alive." #LFPWayWednesday
The LFP team is proud to share that advisors Joel Bird, Dave Schlafman, Jason Kirchmeier, Kris Mrachek, Denny Draeger, and Robyn Jensen have been included on the 2021 Forbes Best-in-State Wealth Advisors list. Congratulations all! We admire your commitment to building genuine relationships with our clients and to helping them achieve their goals.
https://www.ameripriseadvisors.com/david.a.schlafman/profile
https://www.ameripriseadvisors.com/dennis.a.draeger/profile
https://www.ameripriseadvisors.com/joel.l.bird/profile
https://www.ameripriseadvisors.com/jason.j.kirchmeier/profile
https://www.ameripriseadvisors.com/kristopher.s.mrachek/profile
https://www.ameripriseadvisors.com/robyn.l.jensen/profile
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status. #TaxTime
http://bit.ly/2PfCpi3
"I am passionate about learning new things, and I consider myself very fortunate to work in a field that is always changing and growing with new technologies, capabilities and ideas." - Courtney Buth, Client Service Specialist #LFPWayWednesday
We send a heartfelt congratulations to all advisors and staff with anniversaries over the month of March. Your dedication and hard work are greatly appreciated!
Some of the greatest rewards and lessons come from leaning into our fears.
Today on International Women's Day (March 8), we honor all the women of LFP who contribute their drive, intelligence, and talent on a daily basis to our organization. We celebrate your achievements and are proud to have such an exceptional group of women on our team. #IWD2021
What is risk? Watch Financial Advisor, Dean Hepper, explain risk and investing.
#3438732
Risk
Feeling especially "lucky" today to be part of such a great organization! Happy St Patrick's Day to you and yours!
"Growing up, I have directly seen the benefits of smart financial planning in my life and others. I graduated from NDSU with a finance degree and I knew I wanted to begin a career in the financial services industry. LFP has been an exceptional place for me to learn and grow professionally." - Mark Sorenson, Financial Advisor #LFPWayWednesday
Happy St. Patrick’s Day!
Today is Freedom of Information Day, which also happens to be James Madison's birthday. The former president was an advocate for transparency between a government and its citizens. Let's honor our Founding Fathers' idea of a more informed, engaged society.
In honor of World Sleep Day, here are 4 interesting facts about sleep. #Getmorelseep
http://cle.clinic/2N44jgq
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
https://bit.ly/3kA6rc6
At the end of the day, it's not about being the smartest person in the room.
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
http://cnb.cx/39213tR
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts. #TaxTime
https://bit.ly/3rCEJyb
If you are in the Kearney, NE area, be sure to stop by the Kearney Area Builders Association Home & Builders Show this weekend and visit Financial Advisor, David Mickelson, at the LFP booth! He is excited to speak with you and get you on the path toward a brilliant financial future!
https://www.ameripriseadvisors.com/david.j.mickelson/
AMERIPRISEADVISORS.COM
David Mickelson - Financial Advisor in Kearney, NE | Ameriprise Financial
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
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Take a step back and look at the bigger picture.
