As fall is quickly approaching, we are bringing back our webinar series as its our mission to help more people learn about taking control of their financial lives.
In September we are featuring webinars for individuals facing divorce or job loss.
In October, in recognition of Financial Planning Month we will feature a webinar each week on key planning questions we hear. We welcome anyone to attend!
To see the full schedule or to register:
See the Events tab on our page or
visit our webpage at: michelleheide.com
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Do you have questions on the market conditions? Join us on Thursday Oct 8th at Noon.
John Manley, VP of J.P. Morgan Asset Management will join our team to discuss the current market conditions and expectation for quarter 4. We will discuss:
• Today’s economic landscape
• U.S. & Global market outlook
To Register or for more details:
Visit our events page at: https://www.michelleheide.com
PM us the session and your email
Email us at tiffani.l.tita@ampf.com
If you prefer a one-on-one conversation please reach out to us. We are committed to helping you reach your goals!
MICHELLEHEIDE.COM
www.michelleheide.com
As avid readers, our team enjoys sharing information about organizations like Room to Read.
On Oct 9th at 9:15am, Room to Read is hosting the Breakthrough Breakfast featuring the author of Gorge, Kara Richardson Whitely. We loved her book, which tells the story of her third Kilimanjaro hike while weighing 300 pounds.
Want to grab a cup of coffee and listen to her story with us? Click this link to register!
https://give.roomtoread.org/event/nj-chapter-breakthrough-breakfast-featuring-author-kara-richardson-whitely/e298114
#reading #roomtoread #clintonnj
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Are you looking to get on track with your finances? Need some ideas on where to start? Join us TODAY at 2pm for our Webinar:
Getting to know the basics - the essentials to better understanding your finances.
We will discuss:
• Essentials of budgeting, managing debt and credit, investing and saving
• Provide actionable tips that can help you develop good financial habits for the future
To Register: https://www.michelle.heide.com
email tiffani.l.tita@ampf.com
PM us your email address
MICHELLE.HEIDE.COM
www.michelle.heide.com
October is Financial Planning Month. Our advisors are proud to be Certified Financial Planners (CFP®) and we take this commitment to providing advice to our clients seriously. Our mission is to educate you on your options and collaborate to implement your plan for you to feel confident so you can focus on what matters in your life.
In the spirit of our mission to help more people, each Friday at 2pm we will be hosting Webinars on some of the key areas we are often asked about. Here's our schedule:
Oct 2nd: Getting to Know the Basics
Oct 8th: JP Morgan Market Update
Oct 9th: Putting Your Compensation to Work
Oct 16th: Health, Wealth and a Confident Retirement
Oct 23rd: Planning for the Future
Oct 30th: College Resources
To Register or for more details:
Visit our events page at: www.michelleheide.com
PM us the session and your email
Email us at tiffani.l.tita@ampf.com
If you prefer a one-on-one conversation, please reach out to us. We are committed to helping you reach your goals!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Join us on Friday Oct 23rd as we talk about an important topic.
Planning for the future: An approach for your whole family
When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This session will:
• Help you consider what leaving a legacy means
• Introduce the Ameriprise Family Legacy Planner as a tool you can use to start your family conversations
• Highlight how an advisor can help you work though important financial issues with your family and loved ones
To Register or for more details:
Visit our events page at: https://www.michelleheide.com
PM us the session and your email
Email us at tiffani.l.tita@ampf.com
If you prefer a one-on-one conversation please reach out to us. We are committed to helping you reach your goals!
#cfp #advice #financialplanningmonth #family #legacyplanning
We often have people meet with us when life is in transition, whether it's from divorce, a loss of a spouse or other situations. Here I share how we help clients rebuild their financial life. We are happy to talk to you or anyone you care about who could benefit from our help. Call us at 908.713.6600
#financialplanning #bebrilliant #clintonnj #hunterdoncounty #divorceadvice #startingover
(File #3216804)
This week is National Retirement Security Week. Do you have a strategy not only to achieve your goal but ensure you are leveraging all options available to you. One area we like to address is tax-efficient strategies for retirement income that may help your retirement savings last longer.
Give us a call to discuss how we can help you! 908.713.6600
#bebrilliant #retirement #advice #clintonnj
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
Join us on Friday Oct 23rd as we talk about an important topic.
Planning for the future: An approach for your whole family
When you regularly talk with your family about money, you can work together toward a lifetime of financial confidence. This session will:
• Help you consider what leaving a legacy means
• Introduce the Ameriprise Family Legacy Planner as a tool you can use to start your family conversations
• Highlight how an advisor can help you work though important financial issues with your family and loved ones
To Register or for more details:
Visit our events page at: https://www.michelleheide.com
PM us the session and your email
Email us at tiffani.l.tita@ampf.com
If you prefer a one-on-one conversation please reach out to us. We are committed to helping you reach your goals!
#cfp #advice #financialplanningmonth #family #legacyplanning
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
#bebrilliant #advice #goals #clintonnj
Motivation Monday: What are you working to achieve? Whether it's buying a home, sending your kids to college or achieving financially stability for retirement, we can help! Our process helps you create the game plan to reach your goals. What's the #1 goal you want to reach right now?
#goals #advice #financialplanning #bebrilliant #clintonnj
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
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.
#veterans #veteransday #bebrilliant
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry. We can help! For over 29 years our team has been helping clients understand their financial life and the strategy to achieve their specific goals. Give us a call at 908-713.6600 or message us to get started.
#financialadvice #goals #bebrilliant #clintonnj
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. We can help you plan for both so you can focus on what's important to you, enjoying retirement!
#retirement #advice #financialplanning #clintonnj
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
As you begin to make your New Year’s resolutions for 2021, are you wanting to get your financial life organized? Are you wanting to know if you are on track for your financial goals? Or are you wanting to figure out how to get started? We are here to help! Our mission is help you feel confident in your financial life so you can focus on what’s most important to you! Watch this video to learn how our team works with clients and message us or call 908.713.6600 to setup a virtual consultation! (File Number 3216804)
#goals #2021 #financialplanning #advice #clintonnj
Michelle captured this picture yesterday morning. Always nice to take a minute to appreciate the beauty around us!
Happy snow day fun from the Tita kids! Show us what fun are you up to today?
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
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
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
