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
Health, Wealth and a Confident Retirement - Are you feeling confident about retirement?
Join us Friday Oct 16th at 2pm
• Understand how financial and physical health may be intertwined.
• Lori Ferri from Ironworks Fitness will discuss healthy habits to maintain your health
• Learn ways to generate dependable income that could last through your whole retirement.
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!
#health #wealth #fitness #bebrilliant #clintonnj #ironworks
It's Benefits enrollment Season: Are you maximizing your benefits?
Join us on Today at 2pm for our webinar
Put Your Compensation to Work – Taking control of your saving and investing plan
In this session, you’ll learn ways to:
• Uncover “hidden” compensation opportunities you may not know about.
• Take full advantage of every employee benefit available to you.
• Manage your income more effectively so you can find more dollars to invest in your dreams
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!
#employerbenefits #retirementplanning #advice #cfp #bebrilliant
MICHELLEHEIDE.COM
www.michelleheide.com
Do you have questions on the market conditions? Join us on TODAY 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
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress. Message or call us today! 908.713.6600
#advice #goals #bebrilliant #clintonnj
It's Benefits enrollment Season: Are you maximizing your benefits?
Join us on Friday Oct 9th at 2pm for our webinar
Put Your Compensation to Work – Taking control of your saving and investing plan
In this session, you’ll learn ways to:
• Uncover “hidden” compensation opportunities you may not know about.
• Take full advantage of every employee benefit available to you.
• Manage your income more effectively so you can find more dollars to invest in your dreams
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!
#employerbenefits #retirementplanning #advice #cfp #bebrilliant
MICHELLEHEIDE.COM
www.michelleheide.com
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you plan for your goals. Our team has experienced this struggle and want to help others through this tough time.
#sandwichgeneration #advice #financialplanning #clintonnj
The high cost of college has become a huge concern for many parents. Join us on Friday Oct 30th as we discuss:
College Resources - Paying for College
During this session you’ll learn more about:
• College savings plans
• The financial aid process and how to apply
• Loan and repayment options
• How your student’s college and major selection can play into their financial situation
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!
#college #collegeplanning #cfp #financialplanningmonth #clintonnj
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
Trying to choose between two big home projects? Start on the one with the best return.
#homeimprovements #advice #realestate
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
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact us to learn how financial wellness completes your package. #financialwellnessbenefits #advice
Wellness Wed: Our team is committed to staying healthy and fit. One benefit to the closures has been more time to explore the beautiful local trails for hiking or running. Here's a picture Tracey took in High Bridge, NJ. Any recommendations on places we should check out in NJ or PA?
#fitness #health #bebrilliant #clintonnj
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Take a listen and give us a call if you'd like to discuss how it relates to your goals. 908.713.6600
#investments #advice #bebrilliant
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
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
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Michelle took an online profiterole baking class with her friend in California. Yes — they taste as good as they look! Trying any new activities this year? Share below!
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
