Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Please join us, via WebEx, Wednesday, October 14th at 3:30 PM PST as we present the founder and president of Lifecycle Focus, Gail Miniutti Parsons. Gail will be discussing Healthy Coping in Uncertain Times.
Please RSVP to receive details by Tuesday, October 13th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Check out the flyer for more information about our event!
Working toward your long-term financial goals starts with making the next right move.
Jackie Gaynor, our Administrative Assistant, is this week's Team Spotlight! Did you know Jackie is the oldest of 10 children? Learn more about her down below!
Staying focused amidst uncertainty can help you reach your future financial goals.
Our Team Member Spotlight this week is Melissa Oliver, an AFA at Kairos Wealth Partners! Like this post, if a cold brew can instantly make your day better too!! Learn more about Melissa below.
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?
Great job Jayne and Maria! A grateful client brightened their day with “thank you" flowers!
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.
Our final spotlight is Lauren Vahdani, an AFA at Kairos Wealth Partners! Did you know Lauren has been a certified yoga instructor since 2015?
Kairos Wealth Partners
October 9 at 3:04 PM ·
Please join us, via WebEx, Wednesday, October 14th at 3:30 PM PST as we present the founder and president of Lifecycle Focus, Gail Miniutti Parsons. Gail will be discussing Healthy Coping in Uncertain Times.
Please RSVP to receive details by Tuesday, October 13th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Check out the flyer for more information about our event!
Bill’s daughter Summer delivered her first baby, a boy, Finn Douglass Nacewicz, on November 19. Finn and his mommy are doing great, and Bill and Jana are loving grandparent-hood. Congrats to the growing family!
Working toward your long-term financial goals starts with making the next right move.
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
Please join us, via WebEx, Thursday, November 12th at 11:30 AM PST as we present retired FBI Agent, Jeff Lanza. Jeff will be discussing Identity Theft and Cyber Security.
Please RSVP to receive details by Wednesday, November 11th.
Call: Donna @ 818.227.9642 ext. 107
Email: donna.e.nilson@ampf.com
Online: https://www.ameripriseadvisors.com/team/kairos-wealth-partners/events
Check out the flyer for more information about our event!
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Check out this article from the Harvard Gazette about learning to keep bad times in perspective.
https://news.harvard.edu/gazette/story/2021/01/learn-to-keep-the-bad-times-in-perspective/
NEWS.HARVARD.EDU
Learn to keep the bad times in perspective
Get the personalized advice you need to envision and build a confident financial future.
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
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
