Best day ever!
Here's your friendly reminder that the FAFSA application opens tomorrow for the 2021-2022 academic school year! It's a great idea to get a head start to increase your chances of qualifying for the most aid. Let this article be a source for you when filling out your application:
BUSINESSINSIDER.COM
How to fill out the FAFSA and get financial aid for college
If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs. As always reach out if we can be of any assistance.
So ready!
#Pumpkinspice
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Don't let open enrollment come and go without taking a good look at your options! This year, take some extra time to review and ensure you're making the best selections for you and your family. If you need additional assistance when it comes to your selections, don't hesitate to reach out!
BUSINESSINSIDER.COM
3 signs you should change your health insurance coverage, according to a financial planner
Don't let talking about finances become taboo! If you need some help getting this important conversation started, check out this article for inspiration.
KIPLINGER.COM
Why It's Important to Talk to Your Children about Your Financial Plan | Kiplinger
Happy Boss's Day to our fearless leaders!
In honor of Financial Planning Month, we wanted to share some knowledge about personal finance! Do you have a debt payoff plan? If you feel bogged down in debt, don't let it discourage you. These tips can help you get on the right track so you can pay down debt and save some money in the process.
AMERIPRISE.COM
Owe less, save more
Look who’s celebrating 17 years of providing financial advice. Way to go Supal!
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
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
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.
Help us wish a very Happy Birthday to Client Relationship Manager, Ali today! Thank you for all the work you put in for our clients and team members, Ali We hope you have a wonderful day!
Join us in wishing Ali, our Client Relationship Manager a big Happy Birthday. From all of us to you, have the best birthday ever!
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry. Reach out and let's chat.
Wishing you a safe, fun and spooky Halloween!
It's happening tonight! Join us at this complimentary webinar on the upcoming US Elections.
Click Here to join the webinar: https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=e463c6342399347d2c87c39560ff843a4
Event Number: 146 958 1707
Password: Welcome1$
If you know of anyone who would benefit from this information, please share this invitation.
Join us tomorrow, for a Venice Virtual Encounter!
https://bit.ly/3lu0iOf
please join 15 minutes prior in the event your device requires downloading of software.
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.
Politics affect every facet of our lives, including finances. If you have any questions about the leadership of the country and your finances, we are here to help you. Give us a call today! 619.358.9893
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Join us in wishing a Big Happy Birthday to Practice Manager Satish! Thank You Satish for keeping us all on task. Have a wonderful day!
It was 9-years ago that we started the journey to become an independent franchise of Ameriprise and Pahal, Vora and Associates was born! Navneet & Supal found themselves in a big empty office with a huge smile on their faces.
It’s amazing to reflect on how far we have come. What’s even more exciting is where we are going.
Just a little note to say THANK YOU to all our clients that believed in us, shared your stories, insights, hopes and dreams with us. We are very fortunate to have you! ❤️
Mark your calendars for our next virtual event, "From SIMPLE to Sophisticated: Small Business Retirement Plans" on Thursday, 12.03. To add to your calendar, visit our website!
https://www.ameripriseadvisors.com/team/pahal-vora-and-associates/events
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
Help us wish Investment Specialist, and all around good guy Vijay, a very Happy Birthday today! Thank you for all that you do for our team and our clients, Vijay. We hope you have a truly special day!
While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. And we just can't say it enough - Thank YOU! We are so grateful for the support, trust and friendship we receive everyday from our amazing clients.
Happy Thanksgiving from the PVA Team!
A new week and another virtual PVA team meeting in the books!
If you are looking for a meaningful gift this year consider giving the gift of a financial plan.
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
We are proud to share that our colleague, Supal Vora, was named a 2021 Five Star Wealth Manager. Congratulations, Supal, and thank you to our clients for your continued trust and loyalty!
AMERIPRISEADVISORS.COM
Supal Vora - Financial Advisor in San Diego, CA | Ameriprise Financial
Sending peace, love and best wishes to you for a safe and magical holiday season.
As this unprecedented year comes to a close, we want to take a moment to express our deepest gratitude for your continued trust. Our greatest priority is to help you plan for your future so you can enjoy living in the moment. We remain committed to that more today than ever and will continue to push the boundaries of innovation to better serve you.
As a purpose driven organization, we’re already hard at work identifying ways that we can make a positive impact in 2021. We are optimistic about the future and look forward to continuing to deliver on our promises.
We greatly appreciate your support and wish you and your loved ones a safe and happy holiday season as well as a bright New Year.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
If you want the next 12 months of your life to be different, you have to make them different and we want to help you. The new year can inspire a fresh look at your financial picture. Let's set up sometime to talk!
It's Friday and I bet you are thinking about Social Security....no? Well, there are some changes to Social Security that you should be aware of for 2021. Let us help break it down for you.
FORBES.COM
Six Ways Social Security Will Be Changing In 2020
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? WOW!!
Please reach out to us if you have questions or concerns regarding long term investing.
40-Years ago you arrived New York City and that ONE BIG HUGE act provided opportunity and possibility for so many lives. Thanks Shashin for taking such a leap of faith.
Super Aunt and overall great human, please join us in congratulating Navneet in earning her CFP• The CERTIFIED FINANCIAL PLANNER certification is recognized as a standard of excellence for personal financial planning. Great job Navneet! #excellence
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Don’t be afraid to let go of old ways of thinking and find a new way forward. Before you make any money moves, let’s connect, review your situation, and have an open and honest discussion about risk.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals. At Pahal, Vora and Associates, we also strive to make clients feel they are part of our family. www.pahalvoraandassociates.com
Maybe you never want to think about 2020 again (!) but there is one lingering thing to tackle before you truly move on - your 2020 taxes. This is your friendly reminder to start to gather your important documents and get prepared while you still have time on your side. This stuff is not taught in school and it's our team's core focus and mission to help you feel strategically prepared for life. Things like starting early, staying organized, reviewing tax returns from previous years, maximizing retirement contributions, keeping a record of charitable contributions, and automating or outsourcing your tax filing are just a few things you can do to take control and help maximize your return
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Congratulations to Financial Planning Specialist, Aruna Shanmugam, for reaching her 2 year anniversary with Pahal, Vora and Associates! Thank you for all you do to help bring our clients and team members together, Aruna. We hope you have a fantastic day!
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Join us tonight, 5:00 pm Pacific / 8:00 pm Eastern for a Market Update with Supal Vora for the latest market developments and investment strategies. https://bit.ly/3sjmrBG
Our team is very passionate about educating our clients about tax diversity for their assets - and Roth is one significant way to do that. This video is simple, short and 100% worth your time to learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy.
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Join us tonight, 5:00 pm Pacific / 8:00 pm Eastern for a Market Update with Supal Vora for the latest market developments and investment strategies. https://bit.ly/3sjmrBG
Happy St. Patrick’s Day!
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We want you to be strategically prepared and like to review RMDs early in the year so we have time to decide how and where to take them from. Let's review - there is a big tax penalty if they are missed.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Our team is very passionate about educating our clients about tax diversity for their assets - and Roth is one significant way to do that. This video is simple, short and 100% worth your time to learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy.
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Join us tonight, 5:00 pm Pacific / 8:00 pm Eastern for a Market Update with Supal Vora for the latest market developments and investment strategies. https://bit.ly/3sjmrBG
Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, our team at PVA can help you with your estate planning goals and the legacy you hope to leave.
MONEY.USNEWS.COM
Discussing Your Estate Plan With Your Children Is Critical. Here's How to Start
Happy St. Patrick’s Day!
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We want you to be strategically prepared and like to review RMDs early in the year so we have time to decide how and where to take them from. Let's review - there is a big tax penalty if they are missed.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Our team is very passionate about educating our clients about tax diversity for their assets - and Roth is one significant way to do that. This video is simple, short and 100% worth your time to learn how you could accelerate your savings and help fund your retirement dreams through this little-known IRA strategy.
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Join us tonight, 5:00 pm Pacific / 8:00 pm Eastern for a Market Update with Supal Vora for the latest market developments and investment strategies. https://bit.ly/3sjmrBG
