Financial Advisor with Blanchard & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Financial Advisor at Blanchard & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct business in RI, CT, NH, GA, NY, NJ, FL, CA and MS. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.
Millennials are more likely than older generations to get burned out at work, according to a Gallup study. Here are three tips to help break through the burnout before it affects your savings.
marketwatch.com Face it, millennials. You’re burned out. You’re so burned out it’s affecting your financial decisions.
Emotions can undermine investing success. Let’s connect today to ensure you are on track to meet your long-term goals.
Do you ever wonder, “Will my savings last after I retire?” Learn more about what you can do to generate reliable income in retirement.
ameripriseadvisors.com Are annuities expensive? Are they only for retirement? Check out 5 common myths and facts about annuities.
If you’re among the 38 percent of Millennials with a side hustle, learn why protecting your business can be just as important as running it.
cnbc.com Just as important as running your side business is making sure it — and you — are protected in case something goes wrong, experts say.
The value of diversified, risk-based investment strategies is that they participate in gains when markets are up, mitigate pain during downdrafts, and keep your portfolio aligned with your financial goals - #AmeripriseResearch. To learn more, let’s talk soon.
The longest bull market in history (source: S&P 500® index) is leaving many investors wondering when the next bear will arrive. Let’s get together to discuss a strategy that may help add protection to your portfolio.
While there is no perfect way to prepare for retirement, there are steps you can take now to help reach your savings goals. Read about 3 mistakes to avoid – and then let’s connect to talk about what could work for you.
usatoday.com These blunders may seem harmless, but they could wreak havoc on your retirement plan.
[10/23/19] Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, let’s chat about some topics to consider.
Many people are unable to absorb the financial impact of leaving their careers to care for an aging parent. Here are 4 tips to help balance multiple priorities.
money.com Most Americans can't absorb the financial brunt of walking away.
We spend so much time working and doing, we often forget to breathe and appreciate the little things. I know I often go the whole day without looking up from my desk or computer. Today I am taking a moment to reflect and appreciate my office view. We have so much to be thankful for. What a gorgeous fall day!
Financial pain points don’t need to get in the way of your goals. I can talk with you and your family about what you can do to take control of your financial future.
marketwatch.com The major pain points, and some ways Americans and employers can lighten the load.
One in three parents say they would be willing to delay their retirement to help pay for their child’s college education, according to a recent Ameriprise study. Learn why it’s important to set expectations with your kids to avoid jeopardizing your retirement savings.
kiplinger.com Parents need to learn to set expectations and limits ... for their children and for themselves.
Many parents teach their kids about the importance of saving. But what about investing? Learn how teaching them a few simple concepts could help them become savvy investors down the road.
cnbc.com Teaching your children to save money is a good start. However, they'll earn much more in the long run if they can grasp these key concepts about investing.
Talking finances with your loved ones can be easier than you think – and can make a real difference. I can help with discussions.
Are you investing in your employer’s 401(k) plan? Let’s talk to make sure you’re on track for a confident retirement.
October is National Financial Planning Month. Together, we can discuss your personal financial goals and plan for what’s truly important to you.
Bull vs. Bear? As we head into the final quarter of 2019, investors should ground themselves in the market themes that continue to support stock prices as well as keep tabs on the catalysts that pose risks. #AmeripriseResearch
Is charitable giving part of your estate plan? Talk to your tax advisor about how supporting the causes you care about can help lower the tax bill for your heirs. Here are some talking points to start the conversation with your family about your philanthropic wishes.
cnbc.com If you locked horns with your mom and dad in your teen years, prepare for further conflict as they get their estate planning together. Older family members tend to leave their kids and grandkids out of their philanthropic goals, Key Private Bank found.
Preparation is a key to success – not just for getting into college, but in paying for it as well.
ameripriseadvisors.com Student loan debt has tripled since 2006, and some worry that it may trigger a recession. Get our take on whether a student debt recession is around the bend.
Financial stress can lead to health concerns, trouble with relationships and distractions. Contact me to learn how I may be able to help you ease financial stress.
September 27 is #WorldTourismDay – a good time to prioritize your vacation-savings goals so you can explore wherever the wind takes you.
A 401(k) through your employer can be an important component of your overall financial picture. Learn about four things to watch for – then let’s talk about what you can do to ensure you’re maximizing your savings potential.
cnbc.com IRA and 401(k) balances for older workers are well below where they should be, according to the authors of a new report, thanks in part to inconsistent coverage, fees and early withdrawals.
#InternationalPeaceDay
Life Insurance Awareness Month is a good time to consider protecting your loved ones. Let’s chat about life insurance and other coverage solutions to help protect your family.
Three-quarters of 18- and 19-year-olds say they mostly learn about money matter from their parents, according to Experian. If you’re interested in having a conversation with your kids about budgeting and saving, I'm here to help.
cnbc.com Although 74% of 18- and 19-year-olds in a recent survey said that they learn about money from their parents, about the same share that said personal finance should be a required course in high school.
Pumpkin spice season may just be starting, but financial experts say it's also time to start planning for the holidays.
usatoday.com Pumpkin spice season might just be starting, but financial experts say it's time to start planning for the holiday season.
If you plan to purchase a home in the next few years, there are two key steps you can take now: 1. Write down your goal, and 2. Choose the right account to save in.
businessinsider.com To buy a house in five years, a financial planner suggests writing down your goal, then putting your savings in the right accounts.
Some millennials are having a tough time prioritizing retirement while still paying their student loans. Learn why it’s important to do both – and let me know if I can help you or your kids strike the right balance.
cnbc.com Financial experts say that despite the competing demands, when possible, millennials need to make room in the budget to pay down their student loans and save for retirement.
Did you know that a typical market cycle includes periods of volatility? Hear David Joy, Ameriprise Chief Market Strategist, explain why market swings are natural and to be expected.
Although market ups and downs can be unsettling, they’re a normal part of investing. Ameriprise Chief Market Strategist David Joy talks about what you can do...
When world events cause market swings, it’s important to look beyond the headlines to keep things in perspective. I can help ensure your decisions are driven by your goals, not emotions.
ameripriseadvisors.com Major world events can often cause market volatility . Read up on how investors can keep perspective when the news causes waves in the market.
Short-term economic reports aren’t always a reliable indicator of the health of the overall economy. Ameriprise Chief Economist Russell Price discusses how to feel more confident in dynamic markets.
Fluctuations in stock prices and economic activity can make you wonder if they can impact your investment goals. Our Chief Economist Russell Price weighs in ...
Equity markets have historically seen more fluctuations in August and September. Let’s work together to ensure your portfolio is ready.
ameripriseadvisors.com Learn how to position your investments in an environment that is becoming less certain.
While fixed income returns are likely to be meager over the next year, it’s important to remember that outside of providing income, fixed income plays another important role - to act as a portfolio “stabilizer” during times of equity market volatility. #AmeripriseResearch
A personalized portfolio can help you preserve and grow the value of your investments over time. Talk to me about how asset allocation and diversification can help you achieve your financial goals.
ameripriseadvisors.com Diversification is one of the foundations of wealth management. Learn about diversifying your portfolio and why having a diversification strategy pays off.
Investors have been keeping an eye on the yield curve in recent weeks – but what happens if it inverts? If you’re concerned about the headlines and the impact an inverted yield curve could have on your finances, let’s talk soon.
money.usnews.com Inverted yield curves don’t happen often, but they tend to make investors worry.
Are you ready to take charge of your retirement planning? Talk to me about straightforward strategies to help protect and grow your savings.
ameripriseadvisors.com If you’re in the process of planning for retirement, make sure to dodge these common retirement planning mistakes so you can stay on track with your financial goals.
Checking on your investments during market fluctuations can cause unnecessary stress. Learn why it’s important to be intentional rather than emotional when making investment decisions.
cnbc.com Roller-coaster moves in the market might tempt you to obsessively watch your investments or even adjust your holdings. Behavioral finance expert Dan Ariely says those are some of the worst things you can do.
Do you know what your retirement income needs are?
Despite high confidence levels, less than half of working Americans have calculated what their retirement needs will be.
If you have questions about your income in retirement, let’s talk soon.
One of the biggest regrets many millionaires have is not saving more during their 20s. Learn what some wish they had done when they had the benefit of time on their side.
businessinsider.com Despite achieving the most coveted marker of financial success, many of the millionaires think they could be better off if they'd started even sooner.
If you’re saving for college tuition for your kids, let’s talk about how you can fit education savings into your overall financial goals.
Checking on your investments during market fluctuations can cause unnecessary stress. Learn why it’s important to be intentional rather than emotional when making investment decisions.
cnbc.com Roller-coaster moves in the market might tempt you to obsessively watch your investments or even adjust your holdings. Behavioral finance expert Dan Ariely says those are some of the worst things you can do.
Despite high confidence levels, less than half of working Americans have calculated what their retirement needs will be.
If you have questions about your income in retirement, let’s talk soon.
Nearly a third of millennial singles say their financial situation has held them back from pursuing love, according to a recent survey from Match.
usatoday.com While dating has always cost money, Millennials have to deal with a web of financial circumstances including student debt and inflating living costs.
Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s talk about what you can do to help reduce your risk.
ameriprise.com Avoid common missteps and feel more confident about your financial future with these three strategies to reduce investment risk.
If a second home is on your wish list, be sure to consider the impact it could have on your financial goals. Here are 6 real-life things to think about before purchasing your dream-life vacation home.
money.com Before you join the club, make sure you’re prepared for the long-term responsibilities a second home comes with.
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 |
A private wealth advisory practice of Ameriprise Financial Services, Inc.
Auto, Home, Life, Business and Retirement Insurance
CFP®, CRPC®, M. Acc. | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner | WakeWater Wealth Management | A private wealth advisory practice of Ameriprise Financial Services, Inc.
P.M.A Our Lady of Light
Norcom Company ID 71655 Brent Winn NMLS# 5447
At HIG, Hadley Insurit Group we offer cost-effective personal and business insurance solutions to safeguard you, your family and your investments.
David Pereira at Troy City Mortgage LLC is a licensed Mortgage Broker in Ma and RI. Massachusetts and Rhode Island Mortgage Broker License MB1591856