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!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Please join FWPG in welcoming its newest advisor, Dennis Lott. He will be working out of our Orange Park office and we are so lucky to have him as a new addition to this team!
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
Working toward your long-term financial goals starts with making the next right move.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
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
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
Working toward your long-term financial goals starts with making the next right move.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
We may be a day early but it is never too early to wish a Happy Birthday to our favorite Drummer, Tennis Star and Private Wealth Advisor Kris Kasturi!
In T-minus 22 hours, our FWPG Power Hour will begin!
Don't forget, this is the last day to RSVP. We hope to see you there!
#webinaronline #BeBrilliant #economy
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
