Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
We asked Adrienne, our Paraplanner, what’s your strangest habit?
Adrienne's Answer: My kitchen cabinets have to be organized. I keep my spices in alphabetic order and all of my canned goods have to be facing forward so I can easily see what I have and how many of each thing.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
We asked Micah, our Financial Advisor, what was your first CD and when did you get it?
Micah's answer: As a young teenager, there was a sleepover youth group event at a church. They had us race under the pews in the sanctuary from front to back and then return. Being a little competitive, I won that race and was awarded my first CD of christian rap music.
Micah J Bowers
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?
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
We asked Michaela, our Financial Planning Assistant, In the evening, would you rather play a game, visit a relative, watch a movie, or read?
Michaela's Answer: I have to say that I love all of those activities…but in order, I would probably choose to watch a movie or play a game WITH a relative, then reading a mystery novel is my go to activity when I’m by myself!
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Happy Anniversary to Ben, our Financial Advisor and his beautiful wife Bridget! They got some time away up in beautiful Maine!
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Introducing the newest member of the Paslowski family, Frankie!
Abby, our financial advisor and her husband Jeff adopted their second fur baby last month. Here's the write-up from Because You Care!
A new life, a new family, a new canine sibling, a new name. Sweet Bee is now called Frankie and she is having a blast. Frankie loves playing in her fenced yard with Stella, her new BFF sibling. Frankie and Stella are planning many new adventures at Peninsula Pups - watch out for this dynamic duo.
Give a shout out to welcome Frankie to the family!
We asked Abby, our Financial Advisor, If you could live anywhere, where would it be?
Abby's Answer: I’d miss my family terribly but I’d love to live in Europe for a period of time…everyone moves at a slower pace and lives a simple kind of life…and of course the food and scenery is amazing!
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
Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
We asked Micah, our Financial Advisor, What would you sing at Karaoke night?
Micah's answer: The most appropriate song would be The Wonder Years theme song “What would you do if I sang out of tune?” because whatever I sing would be out of tune and everyone would be well justified to walk out on me.
Get the personalized advice you need to envision and build a confident financial future.
