Hello everyone! Welcome to my new Facebook page. I have been in the financial services industry for over 23 years and my amazing team pride ourselves on our attention to the quality of the care and advice we provide our clients. We are a private wealth advisory practice of Ameriprise Financial and we're located at 125 W. Romana Street, Suite 610, Pensacola, FL, 32502. For those of you who prefer landmarks, we're in the Synovus Bank building accessible via Spring Street - where the floats line up during Mardi Gras parades!
Our primary areas of focus are investments, insurance, estate planning strategies, retirement planning strategies and saving for education. We will be posting information about practical financial topics along with some original content from our office. Please feel free to reach out to us at 850.438.9118 with any questions or interests you may have. Thanks and enjoy!
Investors are optimistic about a potential stimulus deal, but remain concerned about a drawn out election following the first presidential debate.
CNBC.COM
Dow rebounds more than 300 points on stimulus hope to end first losing month since March
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
If you have someone in your life with college ambitions, let’s talk about saving strategies.
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
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
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
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.
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
As work and home life blurs together, it can be difficult to set boundaries. Here are some ideas on how to make the transition from a novice remote worker and recognize what makes you productive. What tips would you add to the list?
THESTREET.COM
It's Time to Start Working From Home Like a Pro
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
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.
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
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
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
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most.
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
