I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
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
Working toward your long-term financial goals starts with making the next right move.
If you have health insurance enrollment before the year ends, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
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
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.
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list? I've certainly had more than a few of these conversations with my own 4 Children!
CNBC.COM
5 crucial financial lessons for kids of all ages
Working toward your long-term financial goals starts with making the next right move.
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.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Being organized can save you time and money. What are you doing to get better organized this month?
