Hi, welcome to my Facebook page.
I have 20 years of experience in the financial industry and enjoy working with clients who want to ensure a secure financial future.
My areas of focus are: Retirement Planning Strategies, Retirement Income Strategies, Saving for Education, Family Finances, Investment Management, and Protection Planning.
My primary office is located at 6400 Goldsboro Road, 5th Floor, Bethesda, MD 20817 and I can be reached at 301-263-8516.
I hope you enjoy the posts I share and find them useful. Please contact me to learn more.
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
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.
AMERIPRISE.COM
5 types of fraud to watch out for
Our digital tools enable anytime, anywhere access to your goals and investments, so you’ll always know where you stand.
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
Mistakes happen, even when saving for retirement. But there are steps you can take to get back on track to achieving your goals. Learn about seven common mistakes and how to overcome them.
USATODAY.COM
7 retirement saving mistakes financial advisers see too often
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
USATODAY.COM
The 4 realities of retirement spending that you need to know now
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? I can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
AMERIPRISE.COM
Understanding retirement and taxes
Couples with a mutual understanding about each person’s financial roles and responsibilities tend to be happier, according to our recent study. I can help with conversations about your shared financial goals.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Staying focused amidst uncertainty can help you reach your future financial goals.
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe.
FORBES.COM
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
Whether you’re currently a caregiver or want to be prepared for the possibility, we can help you navigate the financial implications.
AMERIPRISEADVISORS.COM
Caring for aging parents
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
I am excited to announce that my Ameriprise colleague, Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. Mr. Price makes us proud to be a part of the Ameriprise team.
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
