Hi and welcome to our Facebook page. We have been in the financial services business for a combined 80 years. We are a private wealth advisory practice located at W6228 Communication Ct. in Appleton, WI. Our team of financial advisors can be an ally who puts your interests first when things go right - and not so right. When it comes to what's truly important in your life, you deserve advice you can trust from a team who knows and understands you. Please call us at 920-882-3916 with any questions or interests you may have.
Areas of focus: Retirement planning, Charitable giving strategies, Insurance, Investments, Retirement income strategies, and Social Security retirement benefits
September is Healthy Aging Month. Do you have any tips for healthy aging? What’s your secret? Is it an early bedtime, a healthy diet, regular exercise or something else entirely?
Today’s the perfect time to make the next right step toward your long-term financial goals.
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
AMERIPRISE.COM
Understanding retirement and taxes
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Interested to learn how an employee financial wellness program would round out your existing benefits package? I can show you how. #nationalfinancialplanningmonth
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Staying focused amidst uncertainty can help you reach your future financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
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.
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
How can you think more of others?
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
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
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza? Anchovies, yea or nay? Let's hear from you and vote on your favorite topping!
Pay down debt or save? I can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
Get the personalized advice you need to envision and build a confident financial future.
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
