Staying focused amidst uncertainty can help you reach your future financial goals.
Our Team Member Spotlight this week is Melissa Oliver, an AFA at Kairos Wealth Partners! Like this post, if a cold brew can instantly make your day better too!! Learn more about Melissa below.
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
Today’s the perfect time to make the next right step toward your long-term financial goals.
Giovanni Alvarez-Mena is this week's Team Spotlight! Gio is an Associate Financial Advisor at Kairos Wealth Partners. Anyone have a killer cowboy ribeye recipe? Send it Gio's way!
This week's Team Spotlight is Maria Tagliaferri! Aside from being Rick Springfield's biggest fan, Maria is an Associate Financial Advisor at Kairos Wealth Partners. Get to know more about her!
Our final spotlight is Lauren Vahdani, an AFA at Kairos Wealth Partners! Did you know Lauren has been a certified yoga instructor since 2015?
Kairos Wealth Partners
October 9 at 3:04 PM ·
Please join us, via WebEx, Wednesday, October 14th at 3:30 PM PST as we present the founder and president of Lifecycle Focus, Gail Miniutti Parsons. Gail will be discussing Healthy Coping in Uncertain Times.
Please RSVP to receive details by Tuesday, October 13th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Check out the flyer for more information about our event!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Please join us, via WebEx, Wednesday, October 14th at 3:30 PM PST as we present the founder and president of Lifecycle Focus, Gail Miniutti Parsons. Gail will be discussing Healthy Coping in Uncertain Times.
Please RSVP to receive details by Tuesday, October 13th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Check out the flyer for more information about our event!
Working toward your long-term financial goals starts with making the next right move.
Jackie Gaynor, our Administrative Assistant, is this week's Team Spotlight! Did you know Jackie is the oldest of 10 children? Learn more about her down below!
Great job Jayne and Maria! A grateful client brightened their day with “thank you" flowers!
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.
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?
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
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
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
Please join us, via WebEx, Thursday, November 12th at 11:30 AM PST as we present retired FBI Agent, Jeff Lanza. Jeff will be discussing Identity Theft and Cyber Security.
Please RSVP to receive details by Wednesday, November 11th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Online: https://www.ameripriseadvisors.com/team/kairos-wealth-partners/events
Check out the flyer for more information about our event!
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Bill’s daughter Summer delivered her first baby, a boy, Finn Douglass Nacewicz, on November 19. Finn and his mommy are doing great, and Bill and Jana are loving grandparent-hood. Congrats to the growing family!
Working toward your long-term financial goals starts with making the next right move.
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
How will you give back this holiday season?
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Wishing all of our Kairos friends and family a happy and healthy holiday season!!
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
Check out this article from the Harvard Gazette about learning to keep bad times in perspective.
https://news.harvard.edu/gazette/story/2021/01/learn-to-keep-the-bad-times-in-perspective/
NEWS.HARVARD.EDU
Learn to keep the bad times in perspective
Get the personalized advice you need to envision and build a confident financial future.
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.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
On Friday the Kairos team surprised Donna Nilson at her house with balloons and donuts to celebrate her 20th Anniversary with American Express Financial Advisors/Anton, Barry & Associates/Kairos Wealth Partners!! Please join us in congratulating her on this special anniversary!
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
I’m proud to share that I’ve been named to the 2021 Forbes Best-in-State Wealth Advisors list. This recognition would not have been possible without my loyal clients or my dedicated team. Thank you for your unwavering support. Working with all of you each day is truly a great honor. https://www.ameripriseadvisors.com/team/kairos-wealth-partners/
Together, we can work to envision your ideal financial future – and build it.
