Hello and welcome to my business Facebook page. I have been a financial advisor for over 25 years. My primary areas of focus are Retirement Planning, Retirement Income Strategies, Wealth Accumulation, Portfolio Management, and Tax Planning.
I will be posting information about pertinent financial topics, market and economic outlooks, and updates from my practice.
Please contact my office at (920) 907-2900 with any questions or interests you may have!
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
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
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
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
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
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
