Hi! Welcome to our Facebook page!
We have been helping our clients reach their financial and personal goals for 25 years.
Our primary areas of focus are Estate Planning Strategies, Wealth Management Strategies, Retirement Planning Strategies, Tax Savings Strategies, Family Finances, College Savings, IRA’s, Portfolio Management, Life Insurance.
We are conveniently located at 307 E. Market Street (Suite 100) in Leesburg, VA 20176.
We hope you enjoy and utilize our practical financial posts.
Please call us at 571-209-9585 or 571-209-9586 with any questions or interest you might have.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
Last week we celebrated Chuck's mother's 100th Birthday. What a blessing for us all!
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
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
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
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.
The S&P 500 posted its best election week in almost 90 years. Investor confidence also rose above its historical average for the first time in 34 weeks as election clarity overshadowed growing COVID-19 cases and fiscal stimulus uncertainties. #AmeripriseResearch
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.
AMERIPRISEADVISORS.COM
A smart strategy for retirement income and taxes
We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.
AMERIPRISEADVISORS.COM
Loss mitigation for your investment portfolio
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
Carole Maloney - Financial Advisor in Leesburg, VA | Ameriprise Financial
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
