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. Please continue to communicate with friends and family about our team. We are hear to help give people the confidence they deserve in their financial lives. #confettiwealthteam #hityourgoals
Don't forget to stop by the Edina location for our annual Shredding Day from 9:00-11:00am this Saturday. Get rid of sensitive information securely with onsite document shredding. See our website for more details and we hope to see you there!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
We've gone digital with many new tools for clients! Track your progress toward your financial goals, check your investments, pay bills, and connect with us securely through Ameriprise’s digital tools- all at your convenience. Our clients are loving it! Let us know if you have friends or family that may be interested in learning more about how we help our clients! Now is the time to review your current financial situation and start looking forward at where you want to be in 2021 and beyond!
National Grandparents Day is September 13. Our Grandparents taught us how to save for our goals, that hard work pays off, to appreciate the gifts we receive, that simple things matter most and so much more! Happy Grandparents Day! We hope you find time to celebrate a little extra today with them!
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. Call our office today and will can help provide clarity through these decisions.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
How confident do you feel about your financial goals? We can help you evaluate the progress you’re making. Let’s set up a virtual meeting to walk through an online collaborative tool and discuss how to get you where you want to go. #confettiwealthteam legal file #3126037
All of us at Confetti Wealth are thrilled to announce that Michelle Young has been named to the Working Mother Top Wealth Advisor Moms list, 2020. Congratulations, Michelle! We’re proud to work alongside you to help our clients achieve their financial goals. #somethingtocelebrate #confettiwealthteam
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Today we celebrate one year with paraplanner, Jerry Judson. Thank you for all that you do for the team and our clients. You're a crucial part of our success, thank you and happy 1st Confettiverary! #somethingtocelebrate #confettiwealthteam
Today we celebrate two of our favorites at Confetti Wealth - Michelle and Sarah! May your birthday's be filled with sunshine, smiles, laughter, love, and cheer. Happy Birthday! #somethingtocelebrate #teamconfetti
No matter what the future may bring, We have tools to help you prepare. Let’s set up a 30-minute meeting to evaluate where you are right now and how you can make progress towards achieving your goals in this challenging environment. #confettiwealthteam
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
A special happy birthday to our co-worker Derek Coulson today! May your day be blessed with all the things you enjoy the most. Happy Birthday Derek, from all of the Confetti Wealth team! #somthingtocelebrate #confettiwealthteam
A special happy birthday to our co worker, Michael Cassel today! We hope you spend your day with those you love most. Wishing you a great birthday, Michael, and a memorable year from all of us! #confettiwealthteam #somethingtocelebrate
An anniversary is a time to celebrate the joys of today, the memories of yesterday, and the hopes of tomorrow. Today we celebrate advisor & president, Michelle Young, on 21 years of hard work and dedication serving her clients! Cheers to many more years! #somethingtocelebrate
We are very excited to announce Lisa Belanger as a new team member to Confetti Wealth. Lisa works mainly in our Blaine office as a client service specialist. We are so glad she is here and ready to help our clients and other team members deliver the Confetti Experience! #somethingtocelebrate #confettiwealth
Today we celebrate Derek Coulson's Four-year anniversary with Confetti Wealth! Thank you for everything you do to help the clients and the team. You are an essential part of the team's success! Happy Confettiversary Derek! #somethingtocelebrate #confettwealthteam
Election Day- Don't forget to vote!
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end. If you have questions, please give our offices a call and we can help. #confettiwealthteam
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
Happy Birthday to the most extraordinary colleague, Adam Patterson! Working with you is a great honor and joy! May your day be blessed with all the things you enjoy most. Happy Birthday, Adam!
#somethingtocelebrate #confettiwealthteam
American Football is the most popular sport in America. Employment of entertainment and sports occupations is projected to grow 7% from 2019-2029, faster than the average for all occupations. As you enjoy the big game this weekend, if there is anyone in your life that is starting out in a new career this year and we can help provide them with extra financial advice, please mention our team's name! Enjoy the food, fun and commercials!
We can help you envision a solid financial future – and build it. Many new clients come to us feeling overwhelmed by investment choices and sometimes even seasoned investors can let emotions and anxiety drive their decisions. We have proven to be there for our clients, help them stick to their personalized financial plan and can help make challenging decisions and avoid common mistakes. #AmeripriseAdvisor #confettiwealth
Happy birthday to an awesome co-worker, Brayden Kelly, today! We wish you a day filled with Happiness and a year filled with joy! We are so grateful to have you on our team. Happy Birthday Brayden! #somethingtocelebrate #confettwealthteam