Congratulations to Client Service Specialist, Ben Whitaker, for reaching his official 1 year anniversary with OsborneKlein! Ben started out as an intern with us in the past but began working full time on September 30th, 2019 marking today as his official anniversary with the company. Thank you for all that you do to help out our clients and assist our team members, Ben. We hope you have a wonderful day!
September is Life Insurance Awareness Month! Even after your mortgage has been paid and your children are grown, life insurance can still help you cover major expenses during the later stages of your life. Talk to one of our advisors today to see how life insurance can protect your retirement assets and assist in generating/transferring wealth.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
Fall is here! September 22, 2020 marks the official first day of the Fall season and our team couldn't be more excited! We're ready to see some gorgeous Fall colors and to experience the cooler weather that comes along with them. The leaves around our Petoskey and Alpena offices are already starting to change!
Help us wish a very Happy Birthday to Client Service Manager, Heidi Haaxma today! Thank you for all the work you put in for our clients and team members, Heidi. We hope you have a wonderful day!
Last week, Client Service Specialist, Amy Rachac and her husband John, added a new member to the OsborneKlein Family: Baby Carter Jonathon! Carter was born on Monday September 7th at 1:56 AM and is Amy and John’s third boy! Help us wish a big congratulations to Amy and her family!
Never forget September 11th, 2001. Today, our team is remembering the ones we lost during the attacks on our country 19 years ago. We hope that everyone is able to find time today to think back on the many heroes who sacrificed their lives to save others.
In-person classes? Online? Hybrid? No matter what your Fall semester will look like, here are some tips on how to make it more affordable.
#WednesdayWisdom #FinancialPlanning #MoneyTips #CollegeSavingTips
USNEWS.COM
Smart Money Moves for College Students This Fall
We are spending today with our “sweetests!” Did you know that Sweetest Day is not only about your significant other, but about everyone special in your life? Be sure to show some love to those who are most important to you today! ❤️
#SweetestDay #OsborneKlein #Holiday #HappySweetestDay
It’s National Boss’s Day today! We want to acknowledge our managing partners; Shaun Osborne and Jason Klein: Their knowledge of the financial industry, as well as their passion for excellence plays a huge role in the success of OsborneKlein.
#NationalBossDay #BossDay #Holiday #FridayFun #OsborneKlein #Portage #Petoskey
We sure have a beautiful view beyond our Portage office’s patio! Take a look at all the vibrant fall colors and calm water. The friendly swans sure enjoy this little piece of serenity behind our office, as do we! 🍁🦢
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
#TuesdayTips #TipTuesday #Parenting #TeachingKidsAboutSaving #FinancialPlanning #FinancialEducation
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Congratulations to Business Development Specialist, Sarah Hansen, for reaching her 2 year anniversary with OsborneKlein! Thank you for all you do to help bring our clients and team members together, Sarah. We hope you have a fantastic day!
We are honored and thrilled to share that OsborneKlein has been named a 2020 Winner for The Best and Brightest Companies to Work For in the Nation Program!
The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment. Organizations are assessed based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more.
#TheBestAndBrightestCompanies #BestAndBrightestPrograms #NationalWinner #OsborneKlein #MichiganFinancialAdvisors
November 13 is World Kindness Day! What can you do today to show a random act of kindness?
#FridayFun #FridayFacts #WeekendWisdom #WorldKindnessDay #BeKind
We're very excited to celebrate Jason's 17th anniversary as Managing Partner at OsborneKlein! Jason has provided our community with excellent financial advice and inspiration. Thank you for always making your clients and employees feel like we are part of the family. Have a wonderful day!
#OsborneKlein #Celebrations #WorkAnniversary #Leadership #Management
Today we honor and remember those who have served. Thank you for your service. Happy Veterans Day!
#OsborneKlein #HappyVeteransDay #VeteransDay
We help you plan for your future so you can live in the moment. Contact us today to get started!
#MondayMotivation #MotivationalMonday #OsborneKlein
Happy Election Day! Don't forget to vote today. ☑️
Here's a fun fact about elections:
"In the early days, votes were not cast by a secret ballot but by raising hands or by voice. By the mid-1800s, some states were using paper ballots but voters or party leaders were responsible for bringing the ballot to the polls and the votes were public. Massachusetts was the first state to pass a law requiring ballots to be secret in 1888. The trend spread across the United States and in 1891, Kentucky was the last state to adopt this law."
Source: Farmers' Almanac
#ElectionDay #Voting #GoVote #OsborneKlein
According to experts at Fidelity Investments, to retire by age 67, you should have ten times your income saved. If you’re nearing retirement but feel you haven’t saved enough this is a great article with some helpful tips.
As always, we are here to help you plan for your future. We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach.
Source: https://www.cnbc.com/select/what-to-do-if-you-havent-saved-enough-for-retirement/
#OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor #Retirement #FinancialAdvice #WednesdayWisdom #SavingForRetirement
Hello, February! 💙
At OsborneKlein, our staff and financial advisors are committed to helping you plan for your future. We’re proud to be known for our unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.
Learn more about our services here ➡️ https://www.ameripriseadvisors.com/team/osborneklein/financial-advisor-services-and-costs
#February #Winter #OsborneKlein #FinancialAdvisors #FinancialPlanning #Investments #WealthManagement #PrivateWealthAdvisor
Give us a call to get started today!
#OsborneKlein #Michigan #FinancialAdvisors #Quote #ThursdayThoughts #BenjaminFranklin #FinancialAdvice
We offer a wide range of advice and investment support to help meet your needs, including:
● Point-in-time investment recommendations to address your short-term and long-term goals.
● Ongoing investment advice to develop a broader strategy to address your long-term goals.
● Advanced financial advice using sophisticated strategies to help you meet your complex planning needs.
#Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
Through financial advice, investments and solution recommendations, as well as progress meetings and smart technology, we can help you get on track to saving for retirement and other financial goals.
Source: https://www.cnbc.com/2019/09/25/the-no-1-reason-millennials-are-struggling-to-save-for-retirement.html
#WeekendWisdom #Ameriprise #OsborneKlein #Finances #FinancialPlanning #Retirement #Investing #MakeLifeBrilliant
