We are thrilled to announce that Kim Maez has been named one of Forbes Best-In-State Wealth Advisors for 2020! Each advisor on this list was chosen based on a combination of qualitative and quantitative criteria. We are so proud of Kim’s hard work and commitment to her clients, but today we want to say a special congratulations on this accomplishment!
www.ameripriseadvisors.com/kimberly.k.maez/profile
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
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Is your portfolio on the right side of digitalization?
Budgeting 101 isn’t just for young adults. Helping your employees get a handle on their daily expenses begins with understanding budgeting basics. We can help. #financialwellness
Shop local is more than a slogan. Local 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
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.
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Planning for unexpected medical costs
September is Healthy Aging Month! How do you stay healthy in retirement?
All of us at Chrysalis Wealth Management are proud to share that Working Mother magazine named Kim Maez one of their Top Wealth Advisor Moms for 2020! Congratulations, Kim and thank you to our wonderful clients for making this possible.
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Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
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Tomorrow’s success starts with today’s planning
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
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Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
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
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
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How you can benefit from tax diversification
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.
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Capital markets outlook
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
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4 considerations for savings and debt
What are your 2021 financial resolutions?
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10 Financial New Year's Resolutions for 2021
