Can your company's retirement plan prevent or postpone your desired retirement date? Financial myths that have the potential to disrupt even the best retirement plans. One way to keep you on track for an early retirement is to run annual stress test on your retirement plan (401k, 403b, etc.). We can help you run an analysis across key attributes such as sector exposure breakdowns, expenses, risk factors and much more. Click below for additional information.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Join us in celebrating Hispanic Heritage Month. NBC Latino is highlighting 10 health care professionals on the front lines of the coronavirus pandemic.. news link below.😷
NBCNEWS.COM
Hispanic Heritage Month: Hospital heroes
Let's take a moment to celebrate National Grandparents Day! Our Grandparents taught us that hard work pays of and that simple things matter most. What did you learn from your grandparents?
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 in person or virtual FREE 30-minute meeting to walk through our collaborative tool and discuss how to get you where you want to go!
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Planning for unexpected medical expenses is an important step to help preserve your income and retirement savings.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates. Our team is here to help.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
When there’s uncertainty in the market, we can help you make the next right move.
YOUTUBE.COM
The next right move | Ameriprise Financial
Work toward your financial goals with Ameriprise's personalized advice you can trust, and online tools to track your progress. Let's get started today!
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Staying focused amidst uncertainty can help you reach your future financial goals. Give us a call today at 239-768-7007 and schedule a complimentary foundational planning meeting to see if you are on track to meet your goals!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Has the pandemic caused you to consider adopting a feline family member? This is Tao, our office manager's cat and he thinks he can entertain any human during quarantine! But before rushing out to get a new pet, here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
Understanding tax planning options can be overwhelming—make sure you have guidance. Did you know that in addition to our financial advisors, we have a tax professional on our team? Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios. Give us a call today at (239) 768-7007
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals. Reach out to us and schedule a complimentary goal planning meeting today!
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Enjoyed visiting with our 3 UCF college kids in Orlando !!
We have all been interested in how the election will impact the markets and economy. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
Our team carefully weighs all of our decisions, from financial wellness to health and safety.
Here is a sneak peek from our team video shoot yesterday. We can't wait to share it with you. But for now, we are masked up, socially distanced and ready to help you weigh your financial options!
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.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Enjoyed our Thomasville, GA and Tally visit with my old college roommate, Mike, and his plus 1 Ricki ...
Enjoying a Halloween dinner SWFL style !!
What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track.
Last year, John & Carl Nicolosi celebrated being in business together for 20 years! They have worked hard together to grow a business they can be proud of and have clients who know their best interests are always being thought of first.
We have put together a short video to celebrate John and Carl’s 20th anniversary and introduce our growing team to you!
If you or anyone you know, have questions about how to reach your financial goals, our team is waiting to talk to you. Call us today and set up a complimentary Foundational Advice meeting with one of our advisors!
Special thanks to our friend Terrace Myles Digital Media for helping us tell our story!
PAMG Advisors - 20+ Years In The Making
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
Tax season is upon us. Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Not only do we have a tax professional on our team, but all of our advisors are ready to help you with your retirement planning questions today!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, Our team of advisors would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
