For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize. We should be talking about these strategies/opportunities now. Please don't procrastinate - call me now. "Time is vicious when you take it for granted." Anthony
Rethinking your 401(k): 5 retirement investment strategies to help you save
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking. I'm a phone call away! Anthony
Please check out my webinar tomorrow, Raising Financially Aware Kids. Learn what we need to be doing to educate our children on the importance of saving!! Hope you take the opportunity and attend the webinar!!
If you could share one financial tip with the next generation, what would it be?
Start saving yesterday, and if you didn't, then start today. It's never too late!
Also, something we were not taught when we were younger. Tax Free, Tax Free, Tax Free. Oh, by the way in case you missed my message, Tax Free! Talk to me yesterday, and if not then today. We need to make better decisions.
Stocks swung from record highs in February to a brief bear market in Q1, to the best quarter in 22 years in Q2. Here’s what to watch for in the second half of 2020.
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Markets at midyear: what's been, what's ahead
Setting financial goals may seem daunting in times like these but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals. Procrastination is the silent killer of Success!!!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals. This a is a key part of a sound investment strategy. Learn more, give me a call. Thanks, Anthony
A tax-efficient strategy for retirement income may help your retirement savings last longer. Learn how to make more informed decisions now to help with tax consequences later in retirement. Call me, Anthony.
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Tax-smart retirement withdrawals in any market cycle
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. Click on the link to learn more. Give me call for questions and to discuss. Thanks, Anthony
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5 types of fraud to watch out for
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote. Roberta, the Kids, and myself went to the drop box for mail in ballots and voted together as we have always done as a Family. Felt Good!! Anthony
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family. Thanks, Anthony
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. Thanks, Anthony
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations. If you have any questions, please call me. Thanks, Ant
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Where is the economy headed?
Please join me for an informative webinar "Knowing Women - A Retirement Approach As Unique As Every Women's Life." Hope you will be able to take this opportunity and attend the webinar!!
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors. Very interesting information. Take a look, Anthony
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What's next for investors?
Working toward your long-term financial goals starts with making the next right move. A great way to start off the week. Give yourself a start, start today!! Anthony
P.S. By the way, the key redundant word here is START!
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations? Start saving and investing today. Never procrastinate!!! Have a Great Weekend, Anthony
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Best Ways For Grandparents To Teach Grandkids About Money
MESSENGER
Cifelli Wealth Management, LLC updated their business hours.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan. An In Service Distribution from your 401k can be a great strategy. Call me to discuss your options/opportunities. Anthony
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401k in-service withdrawals
The time to stress about the markets is never. Anthony can help you navigate today’s changing markets to reach tomorrow’s goals.
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Find a Financial Advisor who is right for you | Ameriprise Financial
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track. Thanks, Ant
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5 factors that impact your retirement income
Even the most successful professionals benefit from professional financial advice. Let’s talk. Now would be a Great time to start! Looking forward to helping you, Anthony
Is there someone in your life who may benefit from additional financial guidance? I'd be happy to connect with them and offer a complimentary consultation. I look forward to the opportunity to help your friend or family members achieve their financial goals. Maybe that person is you! Either way, please don't hesitate to reach out to me. Thanks, Ant
Anthony J Cifelli Jr - Financial Advisor in Mount Laurel, NJ | Ameriprise Financial
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals. I really never had a job. What I do is not about work, it's about a passion to help others potentially reach their financial goals. Give me a call, Anthony
Staying focused on tomorrow's goals
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year. Interesting information. Hope you enjoy, Anthony
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The economic outlook for 2021
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. This is important. This needs to be started. This can be life changing!! My new motto for 2021: No Procrastination. Never, Not At All, Not Even Once!!! This alone is a great beginning for 2021. Reach out to me, we can work towards improving your opportunity for financial success together. I can help you!! Anthony
