Dear all, welcome to my new Facebook page. I am a Certified Financial Planner, Platinum Financial Advisor, Franchise Owner of Ameriprise Financial for over 23 years and a 5-star Wealth Manager 2016-2018 by N.J. Monthly. I focus on wealth management for institutional and retail clients, financial planning, 401(k) retirement plans, executive benefits, tax planning, education savings, estate, and legacy planning. I have excellent communication and problem-solving skill. Being fluent in English and Chinese (Mandarin & Cantonese) and with experience in Wall Street investing, tax management and teaching, I am able to help individuals understand complex financial and tax planning concepts. I will be posting information about timely financial topics. Please call me at 609-275-0634 with any questions or interest you may have.
Would you buy a house before ever seeing it in real life?
MARKETWATCH.COM
‘It was definitely a gamble’: What you need to know before buying a home virtually
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.
NEXTAVENUE.ORG
Love Thy Neighbor Now
Today and every day, we voice our support for women’s rights, gender equality and a better future for girls.
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
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
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
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
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.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
