I know your goals are important — whether they include buying a second home, retiring or funding your child's college expenses. 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?
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Consider five factors that could influence stock prices in the final quarter of 2020.
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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.
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
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
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. I can help you plan for both.
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
Trying to choose between two big home projects? Start on the one with the best return.
Local non-profits and businesses depend on community support. Ask me how we can work together to support them. #strongertogether
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
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.
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
Is there someone in your life who may benefit from additional financial guidance? I'd be happy to connect with them and offer a complimentary consultation. I look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
Samuel Pak - Financial Advisor in Wichita Falls, TX | Ameriprise Financial
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. I can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
