Watch the video to hear Doug talk about our upcoming virtual seminar series!
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Usually around this time of year we are hosting unique events around the city. Unfortunately due to the pandemic we were not able to do that this year, but we want to use this #throwbackthursday to showcase one of Charity’s favorite events to plan; a trip around the world at Memorial Hall.
Memorial Hall OTR Bi-Okoto Jordan Photography Cincinnati USA Regional Chamber Cultural Centre Of India
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
Working toward your long-term financial goals starts with making the next right move.
Have you registered for our upcoming VIRTUAL seminar? Join us on Wednesday, October 7th at 2:00 pm for our seminar "Planning for the future: An approach for the whole family". Register by visiting the events tab on our website!
www.fidantwealthpartners.com/events
#virtualseminar #financialeducation #familyandmoney #financialadvisor #talkingtofamilyaboutmoney #financialseminar #virtuallearning #ameriprisefinancial
Not only did our trunk-or-treaters get a bag full of goodies, they also took home a cute little pumpkin from Benton Family Farms.
Benton Farms " Benton Family Farm"
#trunkortreat #crestviewhills #halloweenevents #cincinnatioh #nkyevents #bentonfarms #pumpkins #supportlocal #pumpkinpatch #trickortreat #bentonfamilyfarm
We hope all the little ghosts and goblins had a great time last night, during our first-ever Trunk-or-Treat! We know we sure did. We cant wait to share the pictures with you. In the meantime, be sure to tag us in your photos and share some in the comments!
#trunk-or-treat #trunkortreat #crestviewhills #halloweenfun #cincinnati #friendsoffidant
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
Today is the last day to register for our Trunk-or-Treat event. Head over to our website to register your little goblin for some outdoor, family fun!
www.fidantwealthpartners.com/events
#halloween2020 #outdoorevents #crestviewhillsky #trunkortreat #fidantwealthpartners #familyevents #cincinnatifamily #nkymom
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
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
We had the opportunity to have this group at an event last year. Check them out!
The Jazz Coasters was live.
November 19 at 12:59 AM ·
The Jazz Coasters Virtual Concert!
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
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
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
#throwbackthursday to just a couple weeks ago when we celebrated National Bagel Day by having bagels delivered to our team! Here are our newest interns, Ben and Logan, enjoying the surprise. Stay tuned to learn more about them!
#nationalbagelday #bestplacetowork #bagelday #interns #cincinnatiinternship #nkybusiness #nky
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
