Jennifer W. Marlin, CFP, CLTC

Financial Advisor, Ameriprise Financial Services, Inc.

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

First sunny day in awhile!

Did you know how much cash an HSA can generate over time? You may be surprised. Together, we can help make sure you’re making the most of your HSA.

Are you prepared for the costs of long-term care? Schedule an appointment to review your options.

People’s feelings differ about how much risk they think they should take to secure their retirement. Regardless of whether you’re a risk taker, or want something safer, you have options. Let’s get together to talk about what feels right for you.

Are you counting on Medicare to cover all of your health care costs in retirement? You may be surprised to learn what’s not covered. Let’s discuss your options for addressing future health care expenses.

Millennials, you’ve grown up – and so has your wealth. Will you use it to be part of the socially responsible investing movement?

ameriprise.com

Countdown to retirement: Are you ready?

Do you know what you should be thinking about 10 years away from retirement? How about 5 years out, or just 1 year? If you’re not sure, you’re not alone. Here’s some food for thought to help break down the retirement countdown.

ameriprise.com Re-evaluating your retirement strategy at key times can make your post-work life easier.

Few Americans are aware of how much they’ll likely spend on health care in their golden years. I can help you prepare for unexpected health care costs as you age.

Jennifer W. Marlin, CFP, CLTC

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Location

Telephone

Address


12 Mariners Way
Edgartown, MA
02539

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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