Our team loves working with ambitious individuals. Do you have an idea of where you want to be when you retire without a specific plan of how to get there? At Redstone, we’re ready to work hard to get you to your destination. Give our office a call today. Our financial advisors are eager to help you succeed!
At Redstone Wealth Advisors, our team will run alongside you for the entire duration of your race. If you ever feel lost along the way, we encourage you to reach out to us. We’ll help you prepare for retirement and any other financial obstacle that lies beyond.
Help us wish congratulations to Client Service Specialist, Ken Manson, for reaching his 1 year anniversary with Redstone Wealth Advisors! Ken helps us prepare for client meetings and provides us with financial research and planning data for our advisors to review. Ken has had several jobs in the Financial Industry, including 10+ years with Merrill Lynch, ultimately as an Operations Manager in the Chicagoland area. Ken was with Motorola Cellular for 16 years in the Credit Department achieving the position of North America Credit Manager and he was recently with Culligan International for 5 years as a Financial Analyst for their franchise organization. In total, Ken brings over 30 years of financial experience and knowledge to our team and can now add an additional year at Redstone Wealth Advisors to his list! Congratulations, Ken! Thank you for all that you do for us!
September 22nd marks the official 1st day of the Fall season! We’re looking forward to cooler weather and watching the leaves change into beautiful colors. What’s your favorite Fall activity?
Do you have an obstacle that you need help overcoming? Our team has years of experience helping clients of all ages work through their unique financial situations. Contact us today and we’ll show you how we work as hard as we can to help you achieve your goals!
Are you a first-time home buyer or know someone else who is? Check out and share these smart strategies to avoid overspending or buying the wrong house in a competitive real-estate market.
https://www.marketwatch.com/story/as-the-real-estate-market-heats-up-heres-how-first-time-buyers-can-keep-their-cool-2020-09-14?mod=personal-finance
MARKETWATCH.COM
As the real-estate market heats up, here’s how first-time buyers can keep their cool
By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.
Areas of focus:
💼 Tax Planning Strategies
💼 Wealth Preservation Strategies
💼 Estate Planning Strategies
💼 Small Business
💼 Employee Stock Options
💼 Retirement Income Strategies
💼 Retirement Planning Strategies
💼 Retirement Plan Distribution
💼 Investments
To get started, give us a call today! ☎️ 847.584.0111
#FinancialPlanning #RedstoneWealthAdvisors #WealthManagement #Retirement #Investments #SchaumburgIL
Good morning! Enjoy your weekend.
#HappyFriday #Chicago #SchaumburgIL #GoodMorning #Weekend
Never stop working towards your dreams; no matter what.
#DreamBig #WorkHard #NeverQuit #Dreams #Goals
The pandemic hasn’t stopped scammers from going after your money and identity. These eight tips from fraud experts will help to protect you. Read more here.
#RedstoneWealthAdvisors #FraudProtection #WeekendWisdom #FridayFacts #Tips
AARP.ORG
8 Tips to Scam-Proof Your Life During COVID-19
Never stop working towards your dreams and aspirations. Put in the work and you will be greatly rewarded.
#WednesdayWisdom #Wisdom #FinancialPlanning #DreamBig #RedstoneWealthAdvisors #SchaumburgIL
When leaving a company, rolling over from a workplace savings plan to an individual retirement account is fairly common. However, it is important to take note of how to do this properly to avoid any tax issues. This article provides helpful insights on this topic. We are also here to help if you have any questions regarding a 401k or IRA.
#TuesdayTips #TipTuesday #FinancialAdvice #FinancialPlanning #RedstoneWealthAdvisors #ChicagoIL #Chicago #Finances
CNBC.COM
Here's the right way to avoid tax pitfalls and roll your 401(k) assets to an IRA
Say hello to our new furry friends! 🐶
This past weekend, Lisa and Kate went to pick out new puppies––Jack is on the left in Kate’s arms and Marlee (girl) is held by Lisa on the right. They are siblings to Tom and Lisa’s current dog, Moose. Jack and Marlee will be going to their homes on December 5th, and we couldn’t be more excited for Kate, Lisa, and Tom!
#TeamMembers #FurryFriends #RedstoneWealthAdvisors #Fun #MondayMotivation
We offer free resources on our website. From financial calculators to market perspectives, we enjoy helping our clients reach their financial goals. Discover our resources:
Link: https://www.ameripriseadvisors.com/team/redstone-wealth-advisors/resources/
#FinancialResources #RedstoneWealthAdvisors #ChicagoIL #Chicago #WealthManagement #FinancialPlanning #Resources #WeekendWisdom
Looking for a tax-friendly way to pay medical bills? For many people, health savings accounts (HSAs) can offer that! It’s important to note that there are a few limitations and requirements that are adjusted for inflation each year. Read this article for more information about HSAs.
#Redstone #RedstoneWealthAdvisors #WealthManagement #FinancialPlanner #FinancialPlanning #FinancialAdvising #Finances #PersonalFinance #Ameriprise #Chicago #ChicagoIL #FinancialServices #Retirement #Investing #Insurance
KIPLINGER.COM
HSA Contribution Limits and Other Requirements | Kiplinger
Do you have the courage, dedication, and persistence to reach your goals? We’re here to help you achieve your dreams.
#HardWork #Goals #Dreams #Persistence #Courage #Dedication #FinancialPlanning #WealthManagement #Investment #FinancialAdvice #WorkingTogether
We are thankful to all who have served our country. With honor and gratitude, Happy Veteran’s Day. 🇺🇸
#VeteransDay #HappyVeteransDay #Veteran #RedstoneWealthAdvisors
Ever wanted to learn a bit more about index annuities? Here is a great fact-based review from Kiplinger regarding the myths about annuities. As always, we are here to answer any questions you may have regarding your financial strategy.
https://www.kiplinger.com/retirement/annuities/601969/myth-busters-examining-the-facts-about-index-annuities
#Annuities #Finances #FinancialStrategy #FinancialPlanning #FinancialGoals #Investment #Retirement #PlanningForSuccess #RedstoneWealthAdvisors
We can’t believe it is already February! You will start to receive your tax forms in the near future; we are here to help you with your tax planning. This is an important part of any financial strategy throughout the year.
Give us a call today to get started: 847.584.0111
#February #2021 #TaxPlanning #TaxStrategy #FinancialPlanning #FinancialGoals #Investment #Retirement #PlanningForSuccess
Today is National Inspire Your Heart with Art Day! This is a beautiful window piece we have above our door. We hope it brings some joy to everyone that walks into our office.
#Art #RedstoneWealthAdvisors #Retirement #RetirementPlanning #WealthManagement #Investing #Chicago #FinancialPlanning #PlanningForYourFuture #Investment #SundayInspiration #NationalInspireYourHeartWithArtDay #InspireYourHeartWithArt
To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device.
#RedstoneWealthAdvisors #Retirement #RetirementPlanning #WealthManagement #Investing #Chicago #FinancialPlanning #PlanningForYourFuture #Investment #ThursdayThoughts
You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you. We can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.
Visit our website today to learn more:
https://www.ameripriseadvisors.com/team/redstone-wealth-advisors
#RedstoneWealthAdvisors #Retirement #RetirementPlanning #WealthManagement #Investing #Chicago #FinancialPlanning #PlanningForYourFuture #Investment #TuesdayTips #TuesdayThoughts
Take time this weekend to rest and celebrate the successes. We are celebrating along with you as you strive toward your financial goals.
#RedstoneWealthAdvisors #Retirement #RetirementPlanning #WealthManagement #Investing #Chicago #FinancialPlanning #PlanningForYourFuture #Investment #WeekendWisdom #Fun
