Mark your calendars for September 16th!
We are excited to host DJ Ponder, VP and Senior Advisor Consultant with Invesco Global Asset Management, who will present “2020 US Presidential Election: 10 Truths No Matter Who Wins.” We hope you have the time to join us on this informational webinar.
For more information: call us at 405.605.0224 or email Matthew.Hechtner@ampf.com
AMERIPRISEADVISORS.COM
Ameriprise Advisor
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Wishing you a safe, fun and relaxing Labor Day!
College students and young adults are increasingly concerned about their financial future – and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect.
CNBC.COM
Due to pandemic, more than 13 million college students are worried about their financial future: study
Clients and friends,
Due to the spread of COVID-19, our office has decided to follow CDC recommendations and work remotely for the time being. We are still operating normally with advisors and staff available and ready to help. Our team remains committed to exceptional client service no matter where we are. If you have any questions please do not hesitate to call or e-mail.
Sincerely,
The Team at Williams, Self & Associates
We are excited to announce that our Associate Financial Advisor, Matt Hechtner, was recently recognized as an Oklahoma NextGen Under 30 award winner for Finance. NextGen Under 30 recognizes individuals across the state who demonstrate talent, drive and service to their communities. Well done, Matt, and keep up the good work!
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.
AMERIPRISE.COM
5 types of fraud to watch out for
Today at Noon, we are excited to host John Tousley, Managing Director and Global Head of Market Strategy for Goldman Sachs Asset Management, who will present “Market And Economic Perspectives - Breaking Out From The Outbreak.” Please feel free to invite your family, friends and colleagues to this timely webinar!
Information for attending the webinar can be found by contacting our team.
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.
Due to local power and phone outages, our office is not able to receive calls at this time. Should you need to contact your advisor, please e-mail them or their assistants directly. Contact information for our team can be found on our website.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Stay safe and warm out there, Oklahoma. If you must drive, make sure to prepare for slick and dangerous road conditions.
CONNECTBYAMFAM.COM
Insurance Tips for Drivers, Homeowners, Renters
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
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
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Do your investments reflect your values? Whether it is environmental, social or faith based we can help you put your money where your heart is. You are unique, and your portfolio should be too.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
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
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
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?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Set yourself or a loved one up for financial success by gifting them a Financial Plan this holiday season, the gift that keeps on giving! Our Advisors create custom-tailored plans based on personalized financial goals - whether it's retirement, college planning, financial freedom or more. Contact our experienced team to learn how you can give the gift of financial confidence this holiday season!
Best wishes for a peaceful holiday season.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Being organized can save you time and money. What are you doing to get better organized this month?
What are your wellness goals for the new year?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
Get the personalized advice you need to envision and build a confident financial future.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Wishing you a lovely Valentine’s Day!
Together, we can work to envision your ideal financial future – and build it.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Spring has sprung! What are you hoping to accomplish this season?
The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. We can work with your tax professional to help ensure you’re ready.
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
