Watch the video to hear Doug talk about our upcoming virtual seminar series!
We would like to recognize Stacie Key for her 20 years of dedicated service, commitment and hard work at Fidant Wealth Partners. She has been with our firm since the very beginning; helping our team members grow and serving our clients with the upmost professionalism. Please help us congratulate Stacie on this professional milestone.
#workanniversary #jobanniversary #workplacemilestone #employeeappreciation #crestviewhillsky #commitmenttoexcellance #cincinnatifinancialfirm #fidantwealthpartners #nkyfinancialadvisor
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
If you have someone in your life with college ambitions, let’s talk about saving strategies.
We were disappointed to learn that new guidelines prevented us from volunteering at the Henry Hosea House, but after hearing about the increase in meals beginning served we wanted to do something to help with their tremendous efforts to feed those in need. Advisor Timmy Koester dropped off a car full of disposable containers that the team purchased, something the Hosea House is in need of. Consider helping the Hosea House or reaching out to one of the many other organizations that are helping our community during this uncertain time.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Usually around this time of year we are hosting unique events around the city. Unfortunately due to the pandemic we were not able to do that this year, but we want to use this #throwbackthursday to showcase one of Charity’s favorite events to plan; a trip around the world at Memorial Hall.
Memorial Hall OTR Bi-Okoto Jordan Photography Cincinnati USA Regional Chamber Cultural Centre Of India
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.
Have you registered for our upcoming VIRTUAL seminar? Join us on Wednesday, October 7th at 2:00 pm for our seminar "Planning for the future: An approach for the whole family". Register by visiting the events tab on our website!
www.fidantwealthpartners.com/events
#virtualseminar #financialeducation #familyandmoney #financialadvisor #talkingtofamilyaboutmoney #financialseminar #virtuallearning #ameriprisefinancial
We will be there!
Welcome House of Northern Kentucky
1 hr ·
Last week's outdoor Halloween movie night for the kids! We're trying to make the most of this holiday season with safe social distancing!
THIS FRIDAY we are having a trunk or treat for the kids, followed by another outdoor movie night! We still need trunks and volunteers! You can sign up here: https://www.signupgenius.com/go/70a0b4daaab23a1ff2-halloween
Not only did our trunk-or-treaters get a bag full of goodies, they also took home a cute little pumpkin from Benton Family Farms.
Benton Farms " Benton Family Farm"
#trunkortreat #crestviewhills #halloweenevents #cincinnatioh #nkyevents #bentonfarms #pumpkins #supportlocal #pumpkinpatch #trickortreat #bentonfamilyfarm
We hope all the little ghosts and goblins had a great time last night, during our first-ever Trunk-or-Treat! We know we sure did. We cant wait to share the pictures with you. In the meantime, be sure to tag us in your photos and share some in the comments!
#trunk-or-treat #trunkortreat #crestviewhills #halloweenfun #cincinnati #friendsoffidant
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Help support people facing hunger in our communities. Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season.
#feedingamerica #endhunger #matchingdonations #cincinnatioh
SECURE.FEEDINGAMERICA.ORG
Join me in ending hunger
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
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
We had the opportunity to have this group at an event last year. Check them out!
The Jazz Coasters was live.
November 19 at 12:59 AM ·
The Jazz Coasters Virtual Concert!
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | 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
The halftime show is usually critiqued as much as the big game. What's your opinion on this years show?
THEWEEK.COM
The Weeknd delivers an eccentric Super Bowl Halftime Show
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
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
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
#throwbackthursday to just a couple weeks ago when we celebrated National Bagel Day by having bagels delivered to our team! Here are our newest interns, Ben and Logan, enjoying the surprise. Stay tuned to learn more about them!
#nationalbagelday #bestplacetowork #bagelday #interns #cincinnatiinternship #nkybusiness #nky
