It's the most wonderful time every 4 years — Presidential election season! With Presidential & social media debates are aplenty, your job is to make sure you go out & vote!
https://bit.ly/2EJvk4q
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
We'd like to send a heartfelt congratulations to all of our talented advisors and staff with anniversaries over the month of October. We appreciate each and every one of you for all that you bring to the table! Thank you for your hard work and talent that make LFP the fantastic team that it is!
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Thanks to all who attended our Oktoberfest Beer Sampling event in Bismarck, ND. It was so great to safely see all of you and be able to taste local beers and a delicious German meal catered by Frieds. Prost!
In any company, it is important for the team to succeed in order to help their clients and customers succeed. Financial Advisor, Devin Melvie says, "Legacy Financial Partners was built on the idea of providing a legacy not only to our clients, but to each and every employee in LFP. There is a huge focus on helping employees succeed, which in turn, allows us to better serve our clients." #LFPWayWednesday
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
We'd like to send a belated thank you to all who attended our picnic in Redwood Falls, MN and our booster club golf tournament in Sanborn, MN. We had a great time seeing all of you and enjoying the beautiful weather!
Where can you improve or take immediate action? Feel free to send a DM if you'd like guidance!
When you see a headline about the market, does it impact your day?
#3079274
Apparently "Forest bathing" has proven medical benefits! Are you getting into nature more?
GOODNEWSNETWORK.ORG
Americans Say COVID-19 Has Given Them a Newfound Appreciation of Nature - Good News Network
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
https://bit.ly/3lnC33W
Take a moment to read these questions and apply them to your own tax situation.
Thanks so much to all who attended our Giving Project event benefitting the Abused Adult Resource Center in Bismarck, ND. We had a blast seeing all of you and getting to fill bags for a great cause!
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
Learning on the job is the most powerful way for an employee to grow within a company. Client Relationship Manager, Mary Gentilini says, "I enjoy being a staff member of LFP because we have many different resources available to perform our duties and something can be learned from everyone." #LFPWayWednesday
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
From all all of us at LFP, have a fun and safe Halloween!
With the rise of ETFs and the decline of Mutual Funds over the past decade, this year was all about the Money Market Funds.
CNBC.COM
Active funds are not being muscled out by ETFs, Refinitiv expert says
LFP staff, advisors, and their families participated in a pumpkin painting contest to celebrate the Halloween season. They are all winners! Like and comment which pumpkins are your favorite!
Small business owners - another installment of the PPP Loan Forgiveness application has been released. Important information if you're a part of this program!
There are also talks about another round of PPP funding that may be available for select small businesses - stay tuned!
FORBES.COM
A New PPP Forgiveness Application Is Out: What You Need To Know
Your time is valuable! What you do each day determines what your future will look like. If you are striving for success, you have to invest your time wisely!
Sometimes it is our life experiences that shape our career path. We asked Financial Advisor, Steve Pinnow, of our Minot office why he chose to be a Financial Advisor. "I like being a financial advisor and helping clients achieve their financial goals because of my life experiences. My parents succeeded in business, failed in business, my dad passed away from pancreatic cancer, my mom resides in a nursing home full funded by her long term care insurance. My first wife and I raised 3 children, all through college and working in their chosen careers; I have 5 grandchildren. My first wife died of breast cancer. I remarried and now have a blended family. Yes, life happens and I grew from those experiences and now can assist my clients from my experience. I love being a financial advisor and would be glad to visit with you about your goals and concerns." #LFPWayWednesday
Teamwork always makes the dream work! We asked Financial Advisor, Tiffany Even her view on the teamwork at LFP. "It’s great to have a whole team of people helping me to help my clients in so many areas, including financial planning, investment research, implementation of new technology and new ideas! They also help support my personal growth through character building, education/training and many opportunities to help my teammates." #LFPWayWednesday
This Veteran’s Day, we express our gratitude to fellow LFP teammates as well as all men and women who’ve served in the U.S. Armed Forces. Thank you for your service!
In these times of economic uncertainty, financial wellness education is more important than ever before. Check out Financial Advisor, Kristin Hill, discuss the importance of financial wellness education and helping your employees achieve their goals.
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Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
Thanks so much to all who donated to our Winter Gear Drive in Jamestown, ND! Your donations will help kids in our community stay warm this winter season.
A powerful financial planning strategy that needs to be carefully assessed. Is it right for your personal situation? There is no "one-size-fits-all" solution!
KIPLINGER.COM
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them | Kiplinger
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
It's beginning to look a lot like Christmas! Thanks so much to all who came out to our wreath making workshop in Bismarck. It was wonderful to see everyone's creativity and feel the holiday spirit in the air!
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
https://cnb.cx/2IvplBJ
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
https://cnb.cx/34UpPu0
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
https://bit.ly/3nwZEQu
Meet Financial Advisor, Pattie Berkner, of our Brookings, SD office
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We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have.
Congratulations to all hardworking advisors and staff who have anniversaries over the month of November! We appreciate you and all that you do.
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.
https://bit.ly/32yp6x4
At Legacy Financial Partners, we are honored to be able to serve our clients and their families on their financial journey and watch them succeed. Financial Advisor, Mark Westgard says, "I love meeting with our clients and getting to know them and their families. It’s especially rewarding to be working with different generations of the same family. I recently have been fortunate enough to work with the third generation of the same families. That’s very rewarding." #LFPWayWednesday
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
https://bit.ly/338v887
Help us congratulate Financial Advisor, Megan Lenarz, on earning her accredited CFP®! This certification allows Megan to help customers better plan for retirement and sets her apart as a member of an elite group of qualified financial professionals.
It is hard for some people to separate their emotions from their financial decisions. Watch Financial Advisor, Chris Swanson, of our Fergus Falls, MN office discuss the topic on the importance of making objective financial decisions during this time of uncertainty.
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Count your blessings and have a wonderful Thanksgiving!
Thanksgiving is tomorrow already and we have a lot to be thankful for this year at Legacy Financial Partners! We asked Financial Advisor, Gayle Siebenbruner, what part of LFP she is thankful for this year. "The integrity of leadership and their vested interest in making sure Financial Advisors have the resources they need to be successful. I truly feel fortunate to work with this organization." #LFPWayWednesday
With three major shopping holidays happening this weekend, we'd like to remind you that this year small businesses are struggling. Choosing to shop local goes a long way, especially during these times!
Our Fergus Falls and Windom offices in Minnesota recently hosted a winter gear drive collecting donations in their offices. They were able to spread some Christmas cheer this holiday season by presenting all winter gear donations and checks to local nonprofits, United Way Fergus Falls & Southwest Crisis Center Windom. Way to go team!
Let's be grateful every day, not just during the holidays!
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
https://cnb.cx/396D2Cq
Our environment greatly influences the way we are, here are 3 types of people to surround yourself with! Which type would you consider yourself to be?
Learning from one another is the most powerful tool to help us all grow and succeed in our work and in life. It is the collaboration between all employees that sets LFP apart as a community of passionate professionals. Financial Advisor, Chris Swanson says, "I love working with an incredible team that uses a collaborative effort to put our clients needs first." #LFPWayWednesday
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
https://bit.ly/33aHWup
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
https://cnb.cx/3mwr49m
Thanks so much to all who came out to our wreath making workshop in Jamestown, ND! It was so fun to see you all safely and witness your creativity. We're feeling holly, jolly, and ready for Christmas!
Welcome to the newest members of the LFP team, Danielle Ewalt and Chassity Kiser. Danielle will serve as a Client Service Manager in our Kearney, NE office, and Chassity will serve as a Client Service Manager in our Laramie, WY office. Welcome, ladies! We are happy to have you aboard!
Kudos to our Windom, MN office for putting together care packages for the workers at Windom Area Health. We appreciate all healthcare workers working tirelessly to keep us safe and healthy during the pandemic!
Windom Area Health
December 10 at 5:21 PM ·
Thank you so much to the team at Ameriprise Financial of Windom! They dropped off three generous gift baskets that had candy, bath bombs, candles, and more for the staff at Windom Area Health along with hand written tags.
Thank you for the kind and thoughtful gift to our amazing staff! 💕
At LFP, we value every opportunity to give back to our communities. This year has brought many challenges to small businesses and non-profits, and we were happy to do our part to help keep our communities strong and make others' days a little brighter.
Tis the season for giving! Our Fargo, ND office wants to thank all who donated to their toy drive over the month of November. Because of your generosity, they were able to donate $500 worth of toys to the Salvation Army, keeping children's spirits bright this Christmas!
Family time is valuable! Don't let the current situation create distance from the people you love. Here are some fun ways to stay connected through modern technology.
Congratulations to Financial Advisor, Angie Schwartz, on earning her accredited CFP®! This certification allows Angie to help customers better plan for retirement and sets her apart as a member of an elite group of qualified financial professionals.
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
https://bit.ly/2VQEh0T
At LFP, watching our clients succeed is the best part of our day! Financial Advisor, Dennis Mears says, "I joined LFP with the understanding that I would have support in my position from other advisors and team members for, what is my favorite part of my job, helping clients achieve the goals they set to be financially sound in their lives. The joy of seeing a client smile when they leave knowing they are on the right path to success is priceless!" #LFPWayWednesday
Accepting yourself is more important than any validation you can receive from anyone.
A big congratulations to all advisors and staff with anniversaries over the month of December. We appreciate you and all that you do!
Oh there's no place like "gnome" for the holidays! Our Windom, MN office had fun decorating their windows for the holidays and for a local Christmas decorating contest. Can you find all the gnomes in the window?
At LFP, we work to establish a support system throughout all offices for advisors and staff to be able to lean on each other and build up one another. Financial Advisor, Megan Lenarz, says, "Personalized, future-thinking financial advice has changed my life several times over. I feel lucky to be part of a team and firm that allows me to share my experiences with others wherever they are – at my desk, on the other side of town, or across the country." #LFPWayWednesday
The Bismarck office was pleased to present a check to Open Your Heart Campaign Chair, Rick Kramlich, for over $1300 this Christmas! Open Your Heart is a community sponsored Christmas charity for families in need in the Bismarck and Burleigh County area. Due to Covid-19, it was the first time in 90 years instead of food deliveries and children’s clothing donations, everything depended on cash donations. Happy to help out great community organizations like this one!
Local non-profits are doing their part to help our neighbors this holiday season. Let’s show them what we can do when we work together. Ask us how. #strongertogether
It's Christmas sweater season! Our Bismarck and Fargo offices were in the festive mood and pulled out their ugliest sweaters to show off! The Bismarck office even awarded their first ever ugliest sweater and Christmas trivia champions! Way to go, ladies!
Family money talks can be tough but rewarding. Ask me how I can help facilitate financial discussions with your family.
https://bit.ly/3mt9i5V
How are you living in the moment?
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.
http://cnb.cx/3gQacZ0
Have you started creating your goals for 2021 yet?
May your home be filled with love, peace & joy.
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
http://bit.ly/2K4OPap
How are you starting the New Year?
Wishing you happiness and success in the year to come!
Year end is an opportune time to focus on financial matters and start setting goals for the coming year. We're here to help. #financialwellness
At LFP, we love hosting events and getting the opportunity connect with our clients and their friends/families. We cannot wait until life can go back to normal and all of our favorite events can resume! In the meantime, we asked Office Manager, Jodi Fielder, what her favorite client event memory was: "My favorite is our Bully Pulpit Golf Event each year. Our clients thoroughly enjoy this event and have a blast hanging out with their friends and family." #LFPWayWednesday
How are you living in the moment?
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.
http://cnb.cx/3gQacZ0
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
http://bit.ly/2KXqJ1l
How can you think more of others?
"I came to LFP knowing there was room for personal and professional development and growth. As a financial advisor, I am able to celebrate with clients in their best times and navigate and guide them through their worst times. The relationships developed are priceless." ~ Financial Advisor, Angie Schwartz #LFPWayWednesday
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth this year is real.
https://bit.ly/2MdnyDq
How are you starting the New Year?
Wishing you happiness and success in the year to come!
We can help you understand your progress toward your goals with a complimentary initial 30 minute phone conversation.
Congratulations to all advisors and staff with anniversaries over the month of January. We appreciate your hard work and dedication!
When was the last time you did something that made you truly happy? Your mental health and emotional well-being matter.
Nothing is better than having a job that is fulfilling and lets you help others achieve their goals. Financial Advisor, John Lenarz says, "My favorite part of my job as a Financial Advisor is speaking to clients and watching my financial advice change a client’s life."
How does divorce after a lengthy marriage impact your investment strategies and long-term planning? Having a plan in place throughout the process is key to keeping your finances on track when your marriage ends.
http://bit.ly/3ne8Ad5
This is a great time to incorporate new wellness habits into your daily routines. What are some of your favorite ways to stay in shape?
Self-sabotage is real. Don't be a victim.
RSVP to attend the SD CEO Women’s Business Center for Women In Networking meeting on Tuesday, February 9, 2021, from 8:30 a.m. to 9:30 a.m. (MT) to see Financial Advisor, Tiffany Even, speak on finances and women!
TUE, FEB 9 AT 8:30 AM MST
Women In Networking (Virtual)
What values does a company need to demonstrate in order for you want to work there and promote their mission? We asked Financial Advisor, Amy Leopold, what drew her to work at Legacy Financial Partners, "It was an opportunity to work with a great group of people and for a company that cares about all their employees." #LFPWayWednesday
At Legacy Financial Partners, we believe no matter where you are in life, everyone should have a financial plan! Financial Advisor, Kristin Hill says, “It’s never too soon to start planning for retirement. If you are in the Watertown or Huron, SD area please reach out to me for a complimentary initial consultation to make sure you are on the right path for a confident retirement.”
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
http://cnb.cx/2K58sz1
Love > Hate. Happy MLK day!
The way you start your morning sets the tone for the day. Make it good!
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
http://cnb.cx/3nyJ1Ud
Self-sabotage is real. Don't be a victim.
RSVP to attend the SD CEO Women’s Business Center for Women In Networking meeting on Tuesday, February 9, 2021, from 8:30 a.m. to 9:30 a.m. (MT) to see Financial Advisor, Tiffany Even, speak on finances and women!
TUE, FEB 9 AT 8:30 AM MST
Women In Networking (Virtual)
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
http://bit.ly/3a2jf64
When we go from believing to knowing, we eliminate all possibilities for doubt.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
http://bit.ly/3nY2dv1
The way you start your morning sets the tone for the day. Make it good!
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
"We the people" are stronger together.
Stress comes from the need to control everything. It's good to stay open to the possibilities!
February is American Heart Month. Did you know that cardiovascular disease is the #1 killer of women, causing 1 in 3 deaths each year? To raise awareness, LFP offices united and wore red today in honor of National Wear Red Day. Share the love and save lives!
For more information, visit https://www.goredforwomen.org/en/get-involved/give/wear-red-and-give.
Thanks so much to the McKinley kindergarten class for decorating our windows in Fergus Falls, MN for Valentine's Day. Your work is "beary" beautiful and we will "bee" very excited to show off your art!
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
http://bit.ly/3sWMAr8
Sending a heartfelt congratulations to all advisors and staff who have anniversaries over the month of February. Thank you for all that you bring to the team!
We hope you enjoy today with your loved ones!
Check it out!
http://bit.ly/3tjiQFm
Today is #GivingHeartsDay and our Fargo office organized a blood drive to celebrate! Thank you to Vitalant for bringing your "bloodmobile" to our parking lot for those in our office and the community to donate blood. We were proud to present you with a monetary donation as well for your hard work in the community.
Recognize that self-care is a non-negotiable foundation that enables you to care for and lead others.
It can be challenging starting a position in a new company. Support from your peers is the most important ingredient in a successful start for a new staff member. Jann Johnson says, "I appreciate the willingness of LFP support staff to educate, share and guide those new to the group like me. I have been impressed with LFP and Ameriprise and the deep commitment to integrity, doing the right thing, excellence, and commitment to supporting the communities where their offices are located through volunteerism." #LFPWayWednesday
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.
http://cnb.cx/3cIWZ4k
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.
http://bit.ly/2N4NdP4
Today was "Wear Your LFP Gear To The Office" day! We love representing this company and displaying our logo with pride.
Take the load off!
There may still be time to lower your 2020 tax bill. Below are several ideas to discuss with your Ameriprise financial advisor and tax professional. #TaxTime
https://bit.ly/372fxJ3
Happy to help out our local communities! Pictured below is our Fargo, ND team hosting a blood drive with Vitalant for Giving Hearts Day.
Vitalant - Dakotas
February 13 at 3:00 PM ·
Thank you, Legacy Financial Partners staff for rolling up your sleeves this week for your first Vitalant blood drive as well as the generous donation to support Vitalant's nonprofit operations to help save lives!
"I love the people I work with and I love helping people through challenging times in their life. I get a lot of satisfaction from helping people however I can." - CJ Hager, Financial Advisor #LFPWayWednesday
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
http://bit.ly/2ZfEXP9
Welcome to all new advisors joining Legacy Financial Partners! We are excited to have you as part of our team of talented advisors!
We love looking back on fond memories and remembering times when our company or colleagues celebrated an accomplishment or milestone. We asked Client Service Manager, Karen Beede, what her favorite LFP memory is. "It was very exciting when Legacy Financial Partners became a Private Wealth Advisory Practice of Ameriprise Financial Services. You could just feel the pride of everyone’s hard work become recognized." #LFPWayWednesday
Things can change in a moment, are you living for today?
http://bit.ly/3poV6MD
You work hard to save for retirement. A diversified tax strategy with IRAs can help your assets last longer. #TaxTime
https://bit.ly/37v2Czr
Education and awareness is powerful. #BHM
Variety is the spice of life and we thrive on providing personalized service to each client's unique situation. Client Service Manager, Dani Ewalt, says, "I like having a variety of work to do. Knowing that each client’s situation is different keeps things interesting and keeps the challenge alive." #LFPWayWednesday
The LFP team is proud to share that advisors Joel Bird, Dave Schlafman, Jason Kirchmeier, Kris Mrachek, Denny Draeger, and Robyn Jensen have been included on the 2021 Forbes Best-in-State Wealth Advisors list. Congratulations all! We admire your commitment to building genuine relationships with our clients and to helping them achieve their goals.
https://www.ameripriseadvisors.com/david.a.schlafman/profile
https://www.ameripriseadvisors.com/dennis.a.draeger/profile
https://www.ameripriseadvisors.com/joel.l.bird/profile
https://www.ameripriseadvisors.com/jason.j.kirchmeier/profile
https://www.ameripriseadvisors.com/kristopher.s.mrachek/profile
https://www.ameripriseadvisors.com/robyn.l.jensen/profile
If you’d like your finances to reflect your passions or causes -- racial equality, sustainability, animal welfare or others -- here are 5 ways to be a socially conscious consumer and financial activist.
http://bit.ly/3jP6pwA
Think long-term.
Trust and keep moving forward!
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
http://bit.ly/2ZfEXP9
We send a heartfelt congratulations to all advisors and staff with anniversaries over the month of March. Your dedication and hard work are greatly appreciated!
Some of the greatest rewards and lessons come from leaning into our fears.
Today on International Women's Day (March 8), we honor all the women of LFP who contribute their drive, intelligence, and talent on a daily basis to our organization. We celebrate your achievements and are proud to have such an exceptional group of women on our team. #IWD2021
What is risk? Watch Financial Advisor, Dean Hepper, explain risk and investing.
#3438732
Risk
We're so grateful for our team! We wouldn't be where we are today without them.
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty. #TaxTime
https://bit.ly/3aSEFnX
In honor of World Sleep Day, here are 4 interesting facts about sleep. #Getmorelseep
http://cle.clinic/2N44jgq
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
https://bit.ly/3kA6rc6
Balance is key!
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status. #TaxTime
http://bit.ly/2PfCpi3
"I am passionate about learning new things, and I consider myself very fortunate to work in a field that is always changing and growing with new technologies, capabilities and ideas." - Courtney Buth, Client Service Specialist #LFPWayWednesday
We send a heartfelt congratulations to all advisors and staff with anniversaries over the month of March. Your dedication and hard work are greatly appreciated!
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts. #TaxTime
https://bit.ly/3rCEJyb
If you are in the Kearney, NE area, be sure to stop by the Kearney Area Builders Association Home & Builders Show this weekend and visit Financial Advisor, David Mickelson, at the LFP booth! He is excited to speak with you and get you on the path toward a brilliant financial future!
https://www.ameripriseadvisors.com/david.j.mickelson/
AMERIPRISEADVISORS.COM
David Mickelson - Financial Advisor in Kearney, NE | Ameriprise Financial
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
https://bit.ly/3t9mS2a
Take a step back and look at the bigger picture.
Feeling especially "lucky" today to be part of such a great organization! Happy St Patrick's Day to you and yours!
"Growing up, I have directly seen the benefits of smart financial planning in my life and others. I graduated from NDSU with a finance degree and I knew I wanted to begin a career in the financial services industry. LFP has been an exceptional place for me to learn and grow professionally." - Mark Sorenson, Financial Advisor #LFPWayWednesday
Alongside every champion is a great coach. How can we help you win the money game?
Congratulations to Dave Schlafman and Joel Bird, who have been named to the 2021 Barron’s Top 1,200 Financial Advisors list. All of us at Legacy Financial Partners are proud to work alongside you to help each of our clients stay focused on, and achieve, their long-term financial goals.
https://www.ameripriseadvisors.com/david.a.schlafman/profile/
https://www.ameripriseadvisors.com/joel.l.bird/profile
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future.
https://bit.ly/3vE4EYn
There is strength in numbers! With LFP being such a large team, we are able to offer a diverse roster of leadership and experience. Paraplanner, Shantal Borud, says, "My favorite thing about working for LFP is the depth of knowledge that is available to us all due to such a large diverse group with many strengths in different areas." #LFPWayWednesday
At the end of the day, it's not about being the smartest person in the room.
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
http://cnb.cx/39213tR
