Welcome to our Facebook Page. I've been in the financial services business for over 29 years. We are a private family practice located on 719 Peachtree Rd, Orlando, FL. Our primary areas of focus are retirement planning, family finances, small business, wealth preservation strategies, estate planning, retirement income strategies, and saving for education. We will be posting about practical financial topics and original content from our office. Please call us at (407) 206-7475 with any questions or interests you may have.
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
If you have someone in your life with college ambitions, let’s talk about saving strategies.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
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?
When there’s uncertainty in the market, I can help you make the next right move.
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.
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
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Happy 22nd Birthday to my youngest son, Harris! We are so proud of the man you've become and are so excited for the years ahead! Now lets have some pepperoni pizza, sprite, and skittles to celebrate!
James and I have been working from home for the past 7 months due to the Coronavirus. Today I couldn't find James at his desk and saw he was on the porch enjoying the fresh air. Where do you go to escape in this socially distant environment we're living in?
Happy Birthday to my lovely wife, Townsend! I hope your day is as wonderful as you are!
Happy One Year Anniversary to my daughter, Shelby, and her husband Justin! In their first year of marriage Shelby started CRNA school at TCU, they moved to Fort Worth, Texas, and Justin started a new job all the while they have done it during 2020!
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
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
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
Happy 61st Birthday to our very own Jim McLean! This time last year we were in warm and sunny Costa Rica celebrating catching Yellowfin Tuna and Sailfish. Today we will take Jim out to a early surprise birthday dinner and have his favorite dessert of Key Lime Pie ready to be cut when we get home! Don't work too hard today, Cheers!
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
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