Smile today! Baxter and Rylee here are smiling and think you should too. #WorldSmileDay
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
Considering an encore career? You’re not alone. Continuing to work after you retire may make it easier to build a healthy retirement fund.
USATODAY.COM
40% of Americans expect to keep working in retirement. Is that right for you?
Millennials are more likely than older generations to get burned out at work, according to a Gallup study. Here are three tips to help break through the burnout before it affects your savings.
MARKETWATCH.COM
All the ways your burnout is costing you money
On this #GoodNewsFriday, we'd like to share with you a great article. StackStone prides themselves in philanthropy. How do you feel about giving to others?
GOODNEWSNETWORK.ORG
Charity Dishes Out $1,000 Checks to Hundreds of Teens So They Can Uplift Anyone They Want to Support
For #NationalSavingDay, here are some tips for being smart when it comes to budgeting and managing your time.
WSJ.COM
Stop Wasting Money and Start Saving Time: A Guide to Being Smart With Both
Taking a moment to Congratulate Tim Bliss, in our Lake Geneva office, on his 36 year work Anniversary!
What are your financial goals? Contact us and let's discuss how we can help you.
Need help getting your finance in order prior to return to work? Check out this great article from The Wall Street Journal.
WSJ.COM
How to Get Your Finances in Order Before Returning to Work
Random acts of kindness can go a long way. Make someone's day special today and do something nice. #NationalBeNiceDay
OURMINDFULLIFE.COM
www.ourmindfullife.com
Thank you, Scott! We appreciate you and are thankful to have you as our leader. #NationalBoss'sDay #BossAppreciation
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
Your #WednesdayWisdom has arrived! Push yourself outside of your comfort zone. That's where great things start to happen.
Wishing a very Happy Birthday to our Financial Advisor, April Buol. We hope you enjoy your special day!
Every family is unique. That’s why it's so important to receive personalized financial advice to help your family achieve your goals.
AMERIPRISE.COM
How non-traditional families can help ensure a more secure financial future
Here is a slice of Wisdom Wednesday 👍👊😀
StackStone Wealth
October 21 at 9:30 PM ·
Oftentimes, we can find ourselves searching for the "what's next?" in our lives. Your options are limitless with the right mindset. #WisdomWednesday
Oftentimes, we can find ourselves searching for the "what's next?" in our lives. Your options are limitless with the right mindset. #WisdomWednesday
Need help with creating a budget? This can help.
WSJ.COM
New Budget? No Budget? Maybe You Need a Bit of Both
Here's why you should smile, even when you're upset.
GOODNEWSNETWORK.ORG
If You Can’t Muster a Real Smile, Researchers Suggest You ‘Fake it till you make it’
Track your progress toward your financial goals, check your investments, and connect with us through Ameriprise’s secure digital tools.
How do you define generosity? #WisdomWednesday
National American Beer Day raises a glass to the rich American beermaking history and those who savor the continued traditions. Comment below with your favorite American Beer! Cheers!
No better day for doughnuts than #NationalDoughnutDay! What's your favorite flavor?
Feeling stressed today? Take some time to decompress on #StressAwarenessDay
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
Have a happy Halloween! #HappyHalloween
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
Wishing a very Happy Birthday to our Financial Advisor, Kelly Schwigel. We hope you enjoy your special day!
We are happy to be sponsors for the 19th Annual Attitude of Gratitude!
Opening Doors
November 13 at 3:09 PM ·
Our final sponsor spotlight of the year goes out to our wonderful $1,000 Emerald Sponsors! Thank you Alliant Energy, Conlon Construction Co., The Connors Family, Cottingham & Butler, Decker Precision Machining, Fidelity Bank & Trust, The Friedman Group, Inc./Terry & Paula Friedman, "In Recognition of Leanne Golinvaux," Great Lakes Advisors, John Deere Dubuque Works, Kunkel & Associates, Inc., Molo Companies, Brett & Cindy Pearce, Dave & Donna Schueller, Sisters of St. Francis of Dubuque, Iowa, Sisters of the Presentation, StackStone Wealth, Theisen's/Jim & Marita Theisen, and U.S. Bank. Thank you for supporting our virtual 19th Annual "Attitude of Gratitude" Bid until 11/23....join us on 11/21 starting at 6:30 PM www.qtego.net/qlink/openngdoorsdbq
How are you going to spread kindness today?
Thank you to all Veterans who have selflessly given their service.
Get into the holiday spirit by treating yourself to a gingerbread cookie on #NationalGingerbreadCookieDay!
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
“Stand up like a mountain; have faith like a rock; love like an avalanche.”
– Bob Goff, author of Love Does #WednesdayWisdom
Wishing a Happy Birthday to our awesome Private Wealth Advisor, Kirk Osborne. We hope you have a wonderful day!
Wishing everyone a Happy Thanksgiving! What is your favorite Thanksgiving dish??
"Having, first, gained all you can, and, secondly saved all you can, then give all you can." — John Wesley.
Are you using your prosperity to be generous?
#WednesdayWisdom
How comfortable are you with risk? We 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?
What is your favorite cookie? #NationalCookieDay
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
A HUGE congratulations to Logan for passing the CERTIFIED FINANCIAL PLANNER™ exam! We certainly are glad to have you on our team at StackStone Wealth.
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
We’re incredibly excited to announce the addition of four new professionals to our team at StackStone Wealth!
Effective December 10th, 2020, Dubuque-based Sigma Three Planning Group, also a private wealth advisory practice of Ameriprise Financial Services, LLC, will join forces with our team and together we will operate as StackStone Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC.
We are thrilled to have Tim Breitfelder, Mark Frederick, Stacy Engle and Brittany Glendenning join our team and move into our office building at 6601 Boulder Brook Court.
In coming together as one at StackStone Wealth, we’re strengthening our experience, knowledge, and capacity to provide the premium client experience through our investment management and financial planning.
Please join us in welcoming our new teammates!
#WednesdayWisdom #InnerStrength
Trying to choose between two big home projects? Start on the one with the best return.
#WednesdayWisdom #SailYourOwnShip #Storms
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
If it’s important for you to have a balanced approach to managing assets and risk, let’s talk.
Warm up and enjoy some cocoa on National Cocoa Day!
Happy work anniversary, DeAnna! It's been a great 20 years!
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
Uncertainty is a normal part of financial investing. It's natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it’s possible to look past uncertainty and successfully navigate change. Let’s connect to make a plan.
We're happy to help sponsor TMBR's trail building and maintenance activities!
TMBR with StackStone Wealth.
Paid Partnership ·
The financial support of our sponsors makes TMBR’s trail building and maintenance activities possible. We are very appreciative of their ongoing investment in our community by helping us enhance outdoor recreation opportunities in the area. Please support these businesses that are working to make the Tri-States a better place.
Today is National Ugly Christmas Sweater Day so some of the StackStone team decided to celebrate! Who won?? #UglyChristmasSweaterDay #ChrstimasSweater #UglyChristmasSweaterContest
A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.
Wishing everyone a Merry Christmas and Happy Holidays! May your holiday be full of cheer and joy! #MerryChristmas #HappyHolidays
Dubuque advisor Tim Breitfelder is bundled up ringing the Salvation Army bell at the Asbury HyVee this Christmas Eve! Nice work, Tim! 🎄🎁🔔
Dubuque advisor Kole Wagner and his family want to make sure Santa and his reindeer can easily find their house – Check out their Christmas light display!
Do you decorate for the holidays?
Share a photo of your holiday décor in the comments!
What life lesson have you learned recently? #WednesdayWisdom #LifeLessons
Today is a big day for Joe! It's his birthday and work anniversary all in one! Happy Birthday and congratulations on your work anniversary, Joe! We hope you have a great day!
Happy New Year! What financially-focused resolutions do you have for 2021? Let us know in the comments below.
Have confience in your goals! #WednesdayWisdom #Perseverance #Confidence
Exciting news from the StackStone Wealth team -- Brittany and Joe Leibfried welcomed their son Ty earlier this month! Everyone is doing great and we wish them all the best.
It's National Hero Day! Comment below who your hero is #NationalHeroDay #MyHero
According to First Trust Economics, it's anticipated that a 3% increase in the economy will happen this year. Believe it or not, it's the first time growth will have reached 3% for any calendar year since 2005. Learn more below!
FTPORTFOLIOS.COM
2021: Robust Growth, Higher Inflation
#WisdomWednesday: Our team wants you to feel financially independent. We can help.
Whatever your post-retirement plans might include, our personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
Today is a big day for Joe! It's his birthday and work anniversary all in one! Happy Birthday and congratulations on your work anniversary, Joe! We hope you have a great day!
Happy New Year! What financially-focused resolutions do you have for 2021? Let us know in the comments below.
It's #NationalDressUpYourPetDay! Share pictures of your furry family members all dressed up below!
#WisdomWednesday: The best way to get started is by taking that leap of faith… or step. Walk with us and we can help guide you towards achieving your financial goals.
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
#Poll: Here's a question for you - do you prefer skiing, snowboarding, or sledding?
We have a few team members who love both! Let us know which you prefer in the comments below!
According to First Trust Economics, it's anticipated that a 3% increase in the economy will happen this year. Believe it or not, it's the first time growth will have reached 3% for any calendar year since 2005. Learn more below!
FTPORTFOLIOS.COM
2021: Robust Growth, Higher Inflation
Congratulations on your work anniversary, Rick! Thank you for always bringing your A-game! Have a great day!
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
Congratulations on your work anniversary, Stacey! We are so happy to have you on our team!
It's #NationalDressUpYourPetDay! Share pictures of your furry family members all dressed up below!
#WisdomWednesday: The best way to get started is by taking that leap of faith… or step. Walk with us and we can help guide you towards achieving your financial goals.
Happy Birthday, Stacey! We hope you have a great day!
Did you know that Stacey on our team loves to bake? She's a pro! It's #NationalPieDay, so comment below your favorite kind of pie!
It's #GetToKnowYourCustomerDay and we have a question for you -- What's your favorite thing about winter? Drop your answers below!
Congratulations on your work anniversary, Rick! Thank you for always bringing your A-game! Have a great day!
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
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Who's wishing for warmer weather? We sure are! Enjoy these #throwback pictures of some of our team members with their families enjoying the sunshine.
Congrats on 23 years, Scott! We're happy to have you on our team!
How's your #humpday going? Ours is sweeeeeet! #NationalChocolateCakeDay
Check out this December BizTimes column post by Dubuque advisor Tim Breitfelder. Nice work Tim!
BIZTIMES.BIZ
Financial Lessons in A Challenging Year
Happy birthday, Gary! We hope you have a great day!
Our team members love to travel! While we can't go anywhere right now, here are some fun throwback pictures!
When it comes to attracting people, jobs, and businesses, some states are just better than others.
FTPORTFOLIOS.COM
Keeping Good State Policies
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Who's wishing for warmer weather? We sure are! Enjoy these #throwback pictures of some of our team members with their families enjoying the sunshine.
The StackStone Wealth team is proud to share that Scott Leibfried has been included on the 2021 Forbes Best-in-State Wealth Advisors list.
Congratulations, Scott! We admire your commitment to building genuine relationships with our clients and helping them achieve their goals.
Financial Advisor Scott Leibfried in Dubuque, IA | StackStone Wealth
Several things could get in the way of a market melt-up. But on a closer look, none seem all that formidable.
ECONOMIST.COM
Why the crazy upward march in stock prices might just continue
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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
Learn how to budget now, and you’ll thank yourself later.
REALSIMPLE.COM
Finally: Here’s How to Create a Budget You Can Really, Truly Stick To
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let us help with a #financialwellness plan.
Today is #NationalRandomActsOfKindnessDay! What good deed will you be doing?
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Happy work anniversary, Kelly! We're thankful to have you on our team!
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Happy work anniversary, Tara! We're glad you're on our team!
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let us help with a #financialwellness plan.
Today is #NationalRandomActsOfKindnessDay! What good deed will you be doing?
Today is Read Across America Day (and Dr. Seuss's birthday!) What have been some of your favorite books through the years?
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
Have you had a home built recently? You're not the only one!
MARKETWATCH.COM
New-home construction activity soars to highest level in over a decade, as builders rush to produce single-family homes
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
Are you looking to cut down on store-bought cleaners? Here is a recipe to make your own cleaning spray out of orange peels!
REALSIMPLE.COM
How to Make Homemade Cleaning Spray Out of Orange Peels
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Is an infrastructure boom in the works?
ECONOMIST.COM
Is an infrastructure boom in the works?
Today is Read Across America Day (and Dr. Seuss's birthday!) What have been some of your favorite books through the years?
“I am content with what I have, little be it, or much.” - John Bunyan
Congrats on 24 years, Gary! We are so happy to have you on the team.
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
Are you looking to cut down on store-bought cleaners? Here is a recipe to make your own cleaning spray out of orange peels!
REALSIMPLE.COM
How to Make Homemade Cleaning Spray Out of Orange Peels
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Happy birthday to our fearless leader, Scott! We appreciate your ambition, dedication, and determination!
Happy St. Patrick's Day!
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
Thankful to have you on our team, April!
Happy birthday, Pam! We hope you have a wonderful day!
An interesting read on inflation.
FTPORTFOLIOS.COM
The Return of Inflation
It's #NationalPuppyDay! Here are some of our favorite pup friends. Drop pictures of your puppies in the comments!
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
Did you know today is #InternationalDayOfHappiness? Our team members find joy in all aspects of life. What makes you happy?
Happy birthday to our fearless leader, Scott! We appreciate your ambition, dedication, and determination!
