Cormier Financial Partners
A Confident Retirement Approach
We have complimentary lunch seminars scheduled for this Fall 2020. Seminars held at below locations;
- West End Tap & Kitchen in Santa Cruz, CA
- East End Gastropub in Capitola, CA.
Please RSVP at this website to attend! https://www.ameripriseadvisors.com/erik.cormier
Legal File- 3081470
WWW.AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
National Good Neighbor Day.
Looking for something to do? Bake a pie or some cookies for your neighbors!
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
“You have not lived today until you have done something for someone who can never repay you.”
– John Bunyan
What will you offer today?
What’s the #1 financial lesson you’d recommend teaching young adult? What’s one financial tip you’d share with every teenager?
Live within your means and start saving early!
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
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.
When there’s uncertainty in the market, we can help you make the next right move.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
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
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Thank you very much for your REFERRALS. WE are here to make sure your family is confident in your retirement and has all your important documents in order.
Legal File #3081470
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
401(k)'s have limited investment options.
IRA's have flexible investment options.
Consider rolling over your old 401(k) into a Rollover IRA when you start a new job with a new employer.
Depending on your situation, it may be in your best interest.
Have questions? We can help!
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. We’re here to help.
