When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
AMERIPRISE.COM
Dealing with job loss
National Coffee Day! Now THIS is a holiday I can get behind!
FOODANDWINE.COM
Coffee Drinks
My new coworker! Meet Paco! ❤️🐶
A year from now, you’ll be glad you remained focused on your long-term goals today.
We’re here to help you stay on track.
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
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
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.
Strategic Wealth Advisor Team
October 7 at 2:43 PM ·
All of us at Strategic Wealth Advisor Team are thrilled to announce that Tammie D. Walker has been named to the Working Mother Top Wealth Advisor Moms list, 2020. Congratulations, Tammie! We’re proud to work alongside you to help our clients achieve their financial goals.
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
Staying focused amidst uncertainty can help you reach your future financial goals.
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?
When there’s uncertainty in the market, We can help you make the next right move.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
Join my team as we "Deck the Halls" for a local assisted living facility!
Strategic Wealth Advisor Team
November 13 at 3:16 PM ·
Join us in "Decking The Halls"!
We are providing holiday wreaths and stocking stuffers to a local assisted living facility. We would love your help! Please let us know if you are able to provide a wreath or stocking stuffers! You can drop off at our office or contact us for other drop off options!
It's World Kindness Day!
Helping you keep an eye on the future is what we do best.
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
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
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
The happiest couples know how to work through their differences – including money disagreements. What’s their secret? Communication tops the list, according to our recent study.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. We can help you plan for both.
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
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?
COOKINGLIGHT.COM
30+ Creative Uses for Your Thanksgiving Leftovers - Cooking Light
Strategic Wealth Advisor Team is in Celina, Texas.
November 25 at 11:32 AM · Celina, TX ·
Thanks to all our clients, friends, neighbors and Prosper Pride Gurley 12U softball, we were able to donate 2 car loads of wreaths and stocking stuffers to Settlers Ridge Care Center in Celina! You all are the best!
COOKINGLIGHT.COM
Perfect Thanksgiving Pies - Cooking Light
Keep an eye on the future with financial advice, focused on you.
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
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
Do you have questions regarding Social Security? There are several considerations and we can help you navigate this benefit for your specific situation.
AMERIPRISEADVISORS.COM
Social security: 5 key questions
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
How will you give back this holiday season?
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
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
Americans are living longer than ever before. Are you financially prepared for a long retirement? We can help lay out your expectations and make the most of your retirement.
Strategic Wealth Advisor Team
December 25 at 12:45 PM ·
Wishing you and your family a safe and happy holiday from Strategic Wealth Advisor Team!
MYRECIPES.COM
Our Best Cookies for Holiday Decorating - MyRecipes
Strategic Wealth Advisor Team
December 22 at 4:26 PM ·
What fun ways do you and your family/team celebrate the holidays? One of our favorite team traditions is our matching PJ's. We still made it happen this year!
What are your favorite holiday traditions? Will they look different this year?
In our home, the New Year's Day traditional meal consists of cabbage, black-eyed peas and cornbread. What are your New Year's Day traditions?
SOUTHERNLIVING.COM
Cook Up Some Good Luck With These Traditional New Year's Day Recipes
Happy New Year! So long, 2020.
Wishing you and your family a joyful, bright, healthy, prosperous and happiest new year ahead!
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.
REALSIMPLE.COM
9 Money Secrets of Happy Couples
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
Being organized can save you time and money. What are you doing to get better organized this month?
In our home, the New Year's Day traditional meal consists of cabbage, black-eyed peas and cornbread. What are your New Year's Day traditions?
SOUTHERNLIVING.COM
Cook Up Some Good Luck With These Traditional New Year's Day Recipes
Happy New Year! So long, 2020.
Wishing you and your family a joyful, bright, healthy, prosperous and happiest new year ahead!
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
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
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
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
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
National Popcorn Day!
COOKINGLIGHT.COM
6 Tasty Ways to Celebrate National Popcorn Day
In honor of Martin Luther King, Jr.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Happy Birthday, Michelle Obama!
Is your once empty nest no longer so empty? Boomerang kids may be able to help – not hurt – your retirement timeline.
FORBES.COM
How Can Boomerang Kids Help You Retire Faster?
What are your wellness goals for the new year?
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Celebration of Life Day! Celebrate all that is good about being alive. It's easy to forget sometimes. Start with gratitude and appreciation for where you are right now, and where you hope your dreams take you. Life is precious, so take a little extra time today to celebrate it.
Working toward your long-term financial goals starts with making the next right move.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
National Popcorn Day!
COOKINGLIGHT.COM
6 Tasty Ways to Celebrate National Popcorn Day
In honor of Martin Luther King, Jr.
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
We can help you envision a solid financial future – and build it.
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
If we were to hold one minute of silence for every victim of the Holocaust, we would be silent for eleven and a half years. Never forget.
If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
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
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
We can help you envision a solid financial future – and build it.
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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
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
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
We can help you envision a solid financial future – and build it.
Get the personalized advice you need to envision and build a confident financial future.
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Wishing you a lovely Valentine’s Day!
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
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
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
I know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why I take the time to understand what’s truly important to you. What can I help you achieve so that you feel more confident and secure about your financial future?
Happy Love Your Pet Day! We want to see your furry friends, post your pictures below.
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Join our Team! We are hiring for a Client Service Coordinator and Intern. To apply, email your resume to jennifer.beiler@ampf.com
If you are looking for financial advice, please don’t hesitate to reach out. We are happy to help!
AMERIPRISEADVISORS.COM
Strategic Wealth Advisor Team - Plano, TX | Ameriprise Financial
67% of working millennials have nothing saved for retirement, and only 34% participate in their employer’s plan. Are you one of them? Getting the right advice and education is critical in this stage of your journey – let’s connect to start planning.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Join our Team! We are hiring for a Client Service Coordinator and Intern. To apply, email your resume to jennifer.beiler@ampf.com
If you are looking for financial advice, please don’t hesitate to reach out. We are happy to help!
AMERIPRISEADVISORS.COM
Strategic Wealth Advisor Team - Plano, TX | Ameriprise Financial
67% of working millennials have nothing saved for retirement, and only 34% participate in their employer’s plan. Are you one of them? Getting the right advice and education is critical in this stage of your journey – let’s connect to start planning.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
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
One of a kind financial advice for your one of a kind financial goals.
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future.
AMERIPRISEADVISORS.COM
4 financial considerations for women
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Join us for our Webinar Wednesday, March 17th using the link below!
https://www.ameripriseadvisors.com/team/strategic-wealth-advisor-team/events/
Strategic Wealth Advisor Team
March 8 at 6:10 PM ·
Join us for our Webinar Wednesday, March 17th using the link below!
https://www.ameripriseadvisors.com/team/strategic-wealth-advisor-team/events/
Our practice is proud to see Ameriprise included in the 2021 Bloomberg Gender-Equality Index. The GEI is 380 companies strong, representing 44 countries and regions around the world committed to a more equal and inclusive workplace. #BloombergGEI https://bit.ly/3kOwZX2
Together, we can work to envision your ideal financial future – and build it.
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Understanding investment fraud
It's National Puppy Day! Let us see your furry friends.
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 World Poetry Day! Share your favorite poet or poem.
Wishing you much happiness on International Happiness Day!
Spring has sprung! What are you hoping to accomplish this season?
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
