Reflecting on 20 years of service as a financial advisor with Ameriprise Financial, Claudia Marban has this to share:
“Every day I have the honor of working with the best clients, to help them achieve their goals that we have worked on together over the years. Over the past 20 years, I have worked with clients to help them achieve lifetime milestones, such as: buying their first home, sending their children to college, reaching their retirement dreams and helping them support many organizations through legacy planning.
Together we have accomplished so much in 20 years and I am excited for the next 20 years and the milestones we will continue to reach! Thank you to my clients from the bottom of my heart for your business and friendship.”
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
If you have health insurance enrollment before the year ends, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Thinking back on the fun we had together last weekend and looking forward to more family time this weekend. Last weekend, Carlos and his nephew went zip lining at Sky Tours Zipline and we all enjoyed wine tasting at Park Farm Winery and an incredible dinner at Brazen Open Kitchen + Bar, home to Chef Kevin, a Top Chef contestant.
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track. With over 20 years of experience helping clients retire with confidence, Claudia Marban is here to help you plan, track and reach your financial goals. Reach out today. Send us a message, comment below or call us at 815-469-7181.
Claudia and Carlos' 15th wedding anniversary was on Friday, October 2nd. They celebrated by spending the weekend with family, visiting Park Farm Winery and enjoying a delicious dinner at Brazen Open Kitchen + Bar. Cheers to the happy couple!
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
This month, Claudia and Carlos tried something new. Here they are after playing pickleball earlier this month. Share with us something new you have recently tried.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
With over 20 years of experience helping clients plan, track and reach their financial goals, Claudia Marban can help you with retirement planning, wealth management and your protection needs. Reach out today at 815-469-7181.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Thank you to our clients who continue to generously support our Toys for Tots community service project. To drop off your donation of a new toy please call our office at 815-469-7181. We also offer a contactless drop off option. Thank you for helping make this holiday season merry and bright for local kids in need.
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options. Call 815-469-7181 today to schedule a virtual meeting.
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
Congratulations to Silver Cross Hospital in New Lenox for celebrating their 125th anniversary. To celebrate, Claudia Marban & Associates partnered with TAQUERIAS ATOTONILCO last week to help provide dinner to the doctors, nurses and staff at Silver Cross. Thank you to all healthcare workers for helping keep our communities healthy and safe especially during this pandemic. #ThankfulThursday
We are ready for the big game! Share with us what you are snacking on and how you are enjoying this football Sunday.
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch.
AMERIPRISEADVISORS.COM
Will stocks persist to new highs?
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.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
