Hi and welcome to my Facebook page! I have been a Financial Advisor for over 25 years. I am an Advisor and Franchise Owner of Ameriprise Financial, 1660 Center Valley Parkway Suite 400 in Bethlehem, PA. My primary areas of focus are Investment Management, Tax Planning Strategies, Retirement Income Strategies, and Retirement Planning Strategies. I will be posting information about timely financial topics. Please call me at (610) 865-5803, with any questions or interests you may have.
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? If you have any questions, call me at (610) 865-5803.
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track. If you have any questions, call me at (610) 865-5803.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Millennials and other generations are using their 401(k)s to cover costs during the current recession. While Congress temporarily waived some of the costs of early withdrawals, accessing these accounts could still have long-term consequences on your retirement goals. If you have any questions, call me at (610) 865-5803.
TIME.COM
Millennials Are Sabotaging Their Retirement Savings to Cope With The Pandemic
Talking to your parents about money can be uncomfortable in the moment, but beneficial in the long run. Reach out for guidance on starting a family money talk. If you have any questions, call me at (610) 865-5803.
REALSIMPLE.COM
How to Talk to Your Aging Parents About Their Money
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances. If you have any questions, call me at (610) 865-5803.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
As the markets go up and down, staying focused on your long-term financial goals can help you reach them. If you have any questions, you can reach me at (610) 865-5803.
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals. If you have any questions, you can reach me at (610) 865-5803.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim. If you have any questions, call me at (610) 865-5803.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. If you have any questions, call me at (610) 865-5803.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information. If you have any questions, you can reach me at (610) 865-5803.
AMERIPRISE.COM
5 types of fraud to watch out for
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar. If you have any questions, you can reach me at (610) 865-5803.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
