If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs. As always reach out if we can be of any assistance.
So ready!
#Pumpkinspice
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
If you have someone in your life with college ambitions, let’s talk about saving strategies.
We are happy to be accepting new clients and would love to work with you! If you or somebody close to you are interested in a complimentary consultation, please take a moment to follow this link so you can get an idea of what it would be like to work together. Feel free to send us an email so we can get started on your future today.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Don't let open enrollment come and go without taking a good look at your options! This year, take some extra time to review and ensure you're making the best selections for you and your family. If you need additional assistance when it comes to your selections, don't hesitate to reach out!
BUSINESSINSIDER.COM
3 signs you should change your health insurance coverage, according to a financial planner
Don't let talking about finances become taboo! If you need some help getting this important conversation started, check out this article for inspiration.
KIPLINGER.COM
Why It's Important to Talk to Your Children about Your Financial Plan | Kiplinger
Best day ever!
Here's your friendly reminder that the FAFSA application opens tomorrow for the 2021-2022 academic school year! It's a great idea to get a head start to increase your chances of qualifying for the most aid. Let this article be a source for you when filling out your application:
BUSINESSINSIDER.COM
How to fill out the FAFSA and get financial aid for college
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.
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
Happy Boss's Day to our fearless leaders!
In honor of Financial Planning Month, we wanted to share some knowledge about personal finance! Do you have a debt payoff plan? If you feel bogged down in debt, don't let it discourage you. These tips can help you get on the right track so you can pay down debt and save some money in the process.
AMERIPRISE.COM
Owe less, save more
Look who’s celebrating 17 years of providing financial advice. Way to go Supal!
A new week and another virtual PVA team meeting in the books!
Mark your calendars for our next virtual event, "From SIMPLE to Sophisticated: Small Business Retirement Plans" on Thursday, 12.03. To add to your calendar, visit our website!
https://www.ameripriseadvisors.com/team/pahal-vora-and-associates/events
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
Help us wish Investment Specialist, and all around good guy Vijay, a very Happy Birthday today! Thank you for all that you do for our team and our clients, Vijay. We hope you have a truly special day!
Join us tomorrow, for a Venice Virtual Encounter!
https://bit.ly/3lu0iOf
please join 15 minutes prior in the event your device requires downloading of software.
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
Maybe you never want to think about 2020 again (!) but there is one lingering thing to tackle before you truly move on - your 2020 taxes. This is your friendly reminder to start to gather your important documents and get prepared while you still have time on your side. This stuff is not taught in school and it's our team's core focus and mission to help you feel strategically prepared for life. Things like starting early, staying organized, reviewing tax returns from previous years, maximizing retirement contributions, keeping a record of charitable contributions, and automating or outsourcing your tax filing are just a few things you can do to take control and help maximize your return
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Don’t be afraid to let go of old ways of thinking and find a new way forward. Before you make any money moves, let’s connect, review your situation, and have an open and honest discussion about risk.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals. At Pahal, Vora and Associates, we also strive to make clients feel they are part of our family. www.pahalvoraandassociates.com
Super Aunt and overall great human, please join us in congratulating Navneet in earning her CFP• The CERTIFIED FINANCIAL PLANNER certification is recognized as a standard of excellence for personal financial planning. Great job Navneet! #excellence
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
40-Years ago you arrived New York City and that ONE BIG HUGE act provided opportunity and possibility for so many lives. Thanks Shashin for taking such a leap of faith.
