We understand that market volatility can make it difficult for you to forecast your financial future. At Siena Wealth Advisory Group, we can help you weather a financial storm with our trademarked financial planning process, The Great 8 Formula.
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WWW.SIENAWEALTHADVISORYGROUP.COM
Weather a Financial Storm
Check out our latest SWAG Sessions interview and learn more about how to get the most out of your Social Security benefits. Join our webinar Friday, Oct. 2nd at 11:30 a.m. EST. RSVP by emailing mackenzie.fluharty@ampf.com of visit https://bit.ly/3kFCare
SWAG Sessions: Tips to Maximize Social Security with Chris Mirandi
Siena Wealth Advisory Group is with Chris Mirandi.
September 29 at 1:00 PM ·
3 tips to help you maximize your social security benefits #SwagOn
3 tips to help you maximize your social security benefits #SwagOn
SWAG Sessions: Tips to Maximize Social Security with Chris Mirandi
Matt is celebrating 15 years with Ameriprise Financial. Happy Anniversary! #SwagOn
Learn how to get the most out of your Social Security benefits. Join us Friday, Oct. 2nd at 11:30 a.m. EST. RSVP by emailing mackenzie.fluharty@ampf.com of visit https://bit.ly/3kFCare #SwagOn
What are the potential impacts of the election on your portfolio and the economy? Join us September 24th at 4 PM for "U.S. Political Perspectives Election 2020". RSVP by emailing yukiko.o.christman@ampf.com or visit https://bit.ly/33zKim7 #SwagOn
Dispelling some common myths around retirement #SwagOn
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SWAG Sessions: Dispelling Retirement Myths with Doug Aber
Has the pandemic drained your desire to be active? Try these strategies to get moving again #SwagOn
AARP.ORG
Finding the Motivation to Stay Fit During Coronavirus
Tips to help women stay on track when achieving their financial goals #SwagOn
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SWAG Sessions: Financial Strategies for Women with Amy Boyle
Many retirees were forced to cancel their dream vacations due to the pandemic. Here's how can plan your post-pandemic getaway #SwagOn
MONEY.COM
The Pandemic Ruined Travel in 2020. Now Retirees Are Planning Epic Vacations to Make up for Lost Time
10 of the best hikes in our National Parks to add to your travel list #SwagOn
AARP.ORG
10 National Parks With Great Hiking Trails
Siena's Mackenzie Fluharty & the Rotary Club of Naples recently met for a Thank you letter writing session. The letters will go to teachers and staff at Lake Park Elementary school and Gulfview Middle school in Naples. #SwagOn
If you’re contemplating going back to the gym, follow this expert advice. #SwagOn
REALSIMPLE.COM
How to Make Going Back to the Gym a Safer Experience
A new week and another virtual SWAG team meeting in the books! #SwagOn
Brian is celebrating 16 years with Ameriprise Financial. Happy Anniversary! #SwagOn
Decluttering can be difficult. Here are 5 tips to make the process a little bit easier #SwagOn
REALSIMPLE.COM
5 Simple Strategies to Make Letting Go of Clutter Easier
1/2 way to first! Matt Mandell's son Myles Lorenzo just turned 6 months old. How adorable! ❤️ #SwagOn
Doug is celebrating 3 years with Ameriprise Financial. Happy Anniversary! #SwagOn
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Eric is celebrating 9 years with Ameriprise Financial. Happy Anniversary! #SwagOn
When will it be safe to cruise again--and will you be ready to? Passengers will find lots of changes onboard in the coronavirus era. #SwagOn
AARP.ORG
When Will Cruise Ships Sail Again - and Will It Be Safe?
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Joe is celebrating 26 years with Ameriprise Financial. Happy Anniversary! #SwagOn
Matt Mandell’s son and father-in-law were recently featured on America's Funniest Home Videos! Check it out and start your Monday off with a laugh! #SwagOn
Here are three topics to think about when planning for medical expenses. #SwagOn
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
Working toward your long-term financial goals starts with making the next right move.
How to find the best discounts during the holidays and beyond #SwagOn
AARP.ORG
4 Top Bargain Shoppers’ Secrets to Great Deals
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Wishing you and your loved ones a happy and healthy Thanksgiving! #SwagOn
What is ESG? Join us December 2nd at 4 p.m. EST for a webinar on sustainable investing. Register by visiting https://bit.ly/3m3yoJg or email Mackenzie.Fluharty@ampf.com for more information #SwagOn
How will you give back this holiday season?
Private Wealth Advisors Brian White and Matt Mandell took their kids ice skating over the holiday weekend. Looks like a fun day! #SwagOn
Join us on Tuesday, December 15th as we reflect back on 2020 and look forward into 2021. Register by visiting https://bit.ly/3gqHRs1 or email Mackenzie.Fluharty@ampf.com for more information #SwagOn
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Our team members Brian White and Yuki Christman both visited the tree in Huntington, NY this weekend with their families. Such a nice way to enjoy the holiday season! #SwagOn
10 presents that will be cherished for years to come #SwagOn
AARP.ORG
Meaningful Gift Ideas for Your Grandchildren
Happy 1st birthday to Advisor Chris Mirandi's dog Artie! #SwagOn #puppylove
Best wishes for a peaceful holiday season.
It might seem like a long shot to get your teenager thinking about retirement, but giving the means to financially prepare for the future — and taking the time to explain why it’s important — could go a long way. #SwagOn
MONEY.COM
5 Financial Gifts That Will Teach Kids and Young Adults About Money
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
From our families to yours we wish you a wonderful holiday season, and a happy, healthy and prosperous 2021! #SwagOn
Wishing you and your loved ones a happy and healthy New Year! #SwagOn #2021
Happy New Year! So long, 2020.
Marco Island and Naples, FL top the list this year #SwagOn
MONEY.COM
The Best Place in America to Live Your Longest Life
Happy Birthday, Amy! Have an amazing day #SwagOn
Being organized can save you time and money. What are you doing to get better organized this month?
Warm up this winter with these delicious recipes. #SwagOn
FOODANDWINE.COM
Editors' Picks: 13 Recipes We're Excited to Make This Winter
Siena Wealth Advisory Group updated their phone number.
Please join us in congratulating Alanna on earning her CFP®!
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. Great job, Alanna! #SwagOn
In this county, the residents live to an average of 86 years old. #SwagOn
MONEY.COM
The Best Place in America to Live Your Longest Life
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Join us in congratulating Yuki on 11 years with our team! #SwagOn
What are your wellness goals for the new year?
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Not all stress is bad, but sometimes even "good" stress can be overwhelming. #SwagOn
HEALTH.USNEWS.COM
12 Tips to Tame Work Stress
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Please join us in wishing Yuki a very happy birthday! We hope you have an amazing day. #SwagOn
What are your wellness goals for the new year?
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Not all stress is bad, but sometimes even "good" stress can be overwhelming. #SwagOn
HEALTH.USNEWS.COM
12 Tips to Tame Work Stress
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Get ready for the big game with these impressive Super Bowl appetizers. #SwagOn
FOODANDWINE.COM
15 Easy, Impressive Super Bowl Appetizers
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Matt’s son Myles wants everyone to have a ball this weekend! #SwagOn
Please join us in wishing Yuki a very happy birthday! We hope you have an amazing day. #SwagOn
What are your wellness goals for the new year?
Today is National Wear Red Day. The first Friday each February, which is American Heart Month, the day was created raise awareness about cardiovascular disease. Post your red photos on Facebook to raise awareness! #SwagOn
If you've recently changed jobs, you're not alone. We're here to help you navigate the issues you may face after leaving a job-- and also help you stay on track once you've landed a new one. #SwagOn
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WWW.SIENAWEALTHADVISORYGROUP.COM
Navigating your job transition
Our team members in the Northeast experienced a few snowy days this week. Luckily, a few of them took some time to have fun in the snow! #SwagOn
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Matt’s son Myles wants everyone to have a ball this weekend! #SwagOn
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Please join us in congratulating Matt Mandell and Brian White! They were recently recognized as two of the "Top 40 Regional Advisors Under 40" in the country by Financial Planning magazine. #SwagOn
Your Siena Wealth Advisory Group advisor can help you consider your options across five key areas #SwagOn
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Join us on Friday, Feb. 19th at 12 p.m. for a virtual seminar "Everyday Apps for Extraordinary Times". RSVP today by emailing yukiko.o.christman@ampf.com or call (631) 760-2269 #SwagOn
It looks like Matt and his family had such a fun time hitting the slopes in Stratton, Vermont. Stay warm out there! #SkiOn #SWAGFamilySpotlight #SwagOn
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Please join us in congratulating Matt Mandell and Brian White! They were recently recognized as two of the "Top 40 Regional Advisors Under 40" in the country by Financial Planning magazine. #SwagOn
Advisor Brian White's son Brandon celebrated his 100th day of school today. His kindergarten class dressed up to look like they are 100 years old! 😍#SwagOn
#SWAGFamilySpotlight to brighten up your day--Eric Penna and his adorable son Ashton! #SwagOn
Please join us as we congratulate Matt Mandell, Joe De Sena and Brian White! All three SWAG financial advisors were recently named to the 2021 Forbes Best-in-State Wealth Advisors list. #SwagOn
This weekend our SWAG team members celebrated #NationalLoveYourPetDay ! We love our furry family members ❤️ #SwagOn
It looks like Matt and his family had such a fun time hitting the slopes in Stratton, Vermont. Stay warm out there! #SkiOn #SWAGFamilySpotlight #SwagOn
We know that staying active is important for our health--but how many steps do we really need to take to feel the positive benefits? #SwagOn
AARP.ORG
Trouble Getting In 10,000 Steps Each Day? 7,500 Is Enough
Join us in congratulating Kay on 6 years with Ameriprise Financial! #SwagOn
Have you recently landed a new job? There are a few things you should consider once you start with your new employer #SwagOn
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WWW.SIENAWEALTHADVISORYGROUP.COM
Navigating your job transition: starting a new job
March 1st is World Compliment Day, a day that aims to address the 'basic need for recognition and appreciation.' Don't forget to recognize someone in your life today! #SwagOn
Join us this Thursday, March 4th for a special virtual seminar on Social Security. Reserve your spot today by visiting: https://bit.ly/3baFnND or email alanna.m.morey@ampf.com #SwagOn
Join us today as we celebrate #internationalwomensday and the amazing women of SWAG! #swagon
It's important to have realistic expectations about retirement---like how much you'll spend or what your withdrawal rate will be. #SwagOn
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
We know that staying active is important for our health--but how many steps do we really need to take to feel the positive benefits? #SwagOn
AARP.ORG
Trouble Getting In 10,000 Steps Each Day? 7,500 Is Enough
Join us in congratulating Kay on 6 years with Ameriprise Financial! #SwagOn
Have you recently landed a new job? There are a few things you should consider once you start with your new employer #SwagOn
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WWW.SIENAWEALTHADVISORYGROUP.COM
Navigating your job transition: starting a new job
Pi Day is an annual celebration of the mathematical constant π. Pi Day is observed on March 14 since 3, 1, and 4 are the first three significant digits of π. #SwagOn
March 12th is National Girl Scout Day, commemorating the anniversary of the first Girl Scout meeting. Don't forget to order your cookies! #SwagOn
Join Preferred Travel of Naples and Abercrombie & Kent USA for a Virtual Travel Talk on March 31st. Reserve your spot by visiting https://bit.ly/3l9D3tC or email alanna.m.morey@ampf.com #SwagOn
Social Security is income you cannot outlive. The age you choose to begin collecting it will impact your lifetime benefits. #SwagOn
AMERIPRISEADVISORS.COM
Social security: 5 key questions
Join us in congratulating Amy on 4 years with Ameriprise Financial! #SwagOn
International Day of Happiness is a global event that serves to remind us that being happy is a human right and worth celebrating! #SwagOn
Spring has sprung! What are you hoping to accomplish this season?
Join us on March 26th for a Meditation Webinar. Register today by visiting https://bit.ly/3tzNCsI or email yukiko.o.christman@ampf.com #SwagOn
Please join us in wishing Kristin a very happy birthday! We hope you have an amazing day. #SwagOn
Please join us in wishing Kay a very happy birthday! We hope you have an amazing day. #SwagOn
Borrowing or withdrawing money from your 401k before you retire is a big decision, so it's important to consider the risks, costs and benefits. #SwagOn
AMERIPRISE.COM
Borrowing money from your 401(k)
Happy #NationalPuppyDay from Financial Advisor Alanna Morey and her new puppy Wrigley! #SwagOn
Did you know we have an artist on the SWAG team? Check out this beautiful artwork from Practice Manager Yuki Christman!
International Day of Happiness is a global event that serves to remind us that being happy is a human right and worth celebrating! #SwagOn
Spring has sprung! What are you hoping to accomplish this season?
