Cormier Financial Partners
A Confident Retirement Approach
We have complimentary lunch seminars scheduled for this Fall 2020. Seminars held at below locations;
- West End Tap & Kitchen in Santa Cruz, CA
- East End Gastropub in Capitola, CA.
Please RSVP at this website to attend! https://www.ameripriseadvisors.com/erik.cormier
Legal File- 3081470
WWW.AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
“You have not lived today until you have done something for someone who can never repay you.”
– John Bunyan
What will you offer today?
What’s the #1 financial lesson you’d recommend teaching young adult? What’s one financial tip you’d share with every teenager?
Live within your means and start saving early!
If you have someone in your life with college ambitions, let’s talk about saving strategies.
Starting a new job? What should you do with your old 401k?
Leave it?
Move it to new employer 401k?
Roll it into an IRA?
What's best for you depends on whether you value having control of your assets, flexibility of investment choices, and costs.
Know your options!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
We just want to thank all of our clients! You are the best and we hope you have a great day!
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
National Good Neighbor Day.
Looking for something to do? Bake a pie or some cookies for your neighbors!
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.
401(k)'s have limited investment options.
IRA's have flexible investment options.
Consider rolling over your old 401(k) into a Rollover IRA when you start a new job with a new employer.
Depending on your situation, it may be in your best interest.
Have questions? We can help!
“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
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
When there’s uncertainty in the market, we can help you make the next right move.
"Let me do all the good I can, to all the people I can, as often as I can, for I shall not pass this way again." — John Wesley.
Are you taking the time to do good?
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
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.
CNBC.COM
What to tell your adult kids when planning your estate
Thank you very much for your REFERRALS. WE are here to make sure your family is confident in your retirement and has all your important documents in order.
Legal File #3081470
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza?
Henry likes pepperoni, Erik likes bacon and jalapeno and Michael likes cheese!
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
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.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
