Working toward your long-term financial goals starts with making the next right move.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
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
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.
AMERIPRISE.COM
Dealing with job loss
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Even in the most challenging of times, we can work together to help you navigate uncertainty.
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
Will your long-term care needs impact your lifestyle in retirement?
It doesn't have to.
Join us for an educational webinar to learn more about your options. We can talk one on one about your personal situation when you are ready. For your convenience, we have several flexible meeting options!
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 are having a toy drive!
Small & Associates Financial invites you to join us in helping less fortunate children have a great holiday season. With so many charities struggling this year, we have decided to host a toy drive at our Tulsa office of Small & Associates Financial.
In the past, many of you have generously donated toys at our annual client appreciation party. Since we won’t be having a get together this year, we invite you to drop off a new, unwrapped toy at our office, located at:
4200 E. Skelly Dr, Suite 1015
Tulsa, OK 74135
Our regular office hours are 8am-4pm, Monday – Friday. If you would like assistance getting them from your car to our office, please let us know and we’ll be glad to lend a hand. Please bring them to the office by Friday, December 11.
The toys will be donated to the Marine Corps Toys for Tots program. You can learn more about the program by clicking
https://www.toysfortots.org/about_toys_for_tots/toys_for_tots_program/default.aspx
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
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
We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.
AMERIPRISEADVISORS.COM
Loss mitigation for your investment portfolio
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
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
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.
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
Today is Stacey's birthday! If you have had the luxury of talking to Stacey, you know what a warm happy person she is. She lights up our Tulsa office and does a fantastic job taking care of our clients and advisors. Help us with Stacey a happy birthday !!
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
