BEST-IN-STATE WEALTH ADVISORS, 2018 by Forbes Magazine
We are honored and thankful to serve each of our clients and their families now and in the future - and we're excited to share that Kris Kasturi has been recognized by Forbes on the Best in State Wealth Advisors for 2018, an honor awarded to a select group of advisors for quality of service and success in business and ethics.
The list recognizes financial advisors who have demonstrated high levels of ethical standards, professionalism and success in the business. CONGRATULATIONS!
WEBINAR RESCHEDULE!
Join us on October 22nd for an exclusive webinar presented by Think2Perform. See the invitation below for more information and visit our website!
https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events
Join us for this informational webinar presented by T. Colin Campbell Center for Nutrition Studies
https://www.ameripriseadvisors.com/team/florida-wealth-planning-group/events/
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Staying focused amidst uncertainty can help you reach your future financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
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
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
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?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Today marks #BossDay! Today is a day to celebrate and appreciate your bosses, past and present. Take a look at what the FWPG team had to say about past lessons learned, their bosses and what their favorite thing about being a boss is below:
Today is World Kindness Day! Check out the many acts of kindness the FWPG team has witnessed and done throughout the years.
#WorldKindnessDay #BeKind
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.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Keep an eye on the future with financial advice, focused on you.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
QUICK REMINDER!
Be sure to RSVP to our continuing series, FWPG Power Hour. It continues February 5th and will be held on the first Friday of every month.
For more information on the webinar and how to register, see the invitation below:
#webinaronline #PowerHour #bebrilliant
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
Get the personalized advice you need to envision and build a confident financial future.
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
