Working toward your long-term financial goals starts with making the next right move.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
We’re hearing from many of our clients about loved ones and friends who are anxious about how these uncertain times may impact their financial future. If there’s someone you care about who is feeling uneasy or needs someone to talk to, we’re here and would be happy to help.
Staying focused amidst uncertainty can help you reach your future financial goals.
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Orth Financial Group is hosting a drive-thru Food Drive and Shred Event in our parking lot on Saturday, November 7, 2020, 8am - 11am to support Food Bank of Delaware. Please visit the event section of our website, orthfinancialgroup.com, for more details and a link to a Virtual Option for making donations to Food Bank of Delaware.
Happy Work Anniversary to our Executive Admin, Robin Zizmont! Robin is celebrating her first year with Orth Financial Group today.
Happy Work Anniversary to Financial Advisor, Katie Orth! Katie is celebrating 5 years with Orth Financial Group.
If there’s someone you care about who could use a second set of eyes on their financial situation, we’re here and would be happy to help.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
Congratulations to Elizabeth Orth who passed her CFP® exam last week! Candidates for CERTIFIED FINANCIAL PLANNER™ certification must pass the CFP® exam, which tests your ability to apply financial planning knowledge to real-life situations. This comprehensive exam ensures that you are highly qualified to develop a holistic plan for your clients' finances.
Happy Birthday and Many More, Julie Turnbull!
Happy Birthday and Many More, Barney Carter!
A big thank you to every client and friend who came out for our Shred Event and Food Drive on Saturday! You donated over 760 lbs. of food to Food Bank of Delaware!
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
Happy Work Anniversary to Julie Turnbull, Client Service Coordinator! Julie has been with Orth Financial Group for 1 year!
Please register for our upcoming virtual seminar: 1Q 2021 Guide to the Markets. We will kick off at Noon on Tuesday, 2/9/21.
https://www.ameripriseadvisors.com/team/orth-financial-group/events/
AMERIPRISEADVISORS.COM
Financial seminars and events - Orth Financial Group | Ameriprise Financial
We can help you envision a solid financial future – and build it.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Happy Work Anniversary to Barney Carter! Barney is celebrating 15 years with Orth Financial Group. He started with Ameriprise in 1996
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
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
