Private Wealth Advisor with Ameriprise Financial Services, Inc.
Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan. Areas of Focus Charitable Giving Employee Stock Options Retirement Planning Strategies Domestic Partner Planning Estate Planning Strategies Saving for Education Education University of Florida-Bachelors of Science Business Administration Professional Associations Certified Financial Planning Board of Standards 24 Years of Experience Licenses: Series 7, Series 64, State Insurance Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. What to expect Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs What to bring A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct business in NY, MD, LA, VA, AZ, TX, HI, CA, NC, SC, GA, KY, MN. 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 www.ameriprise.com/social for more important disclosures and information.
The happiest couples know how to work through their differences – including money disagreements. What’s their secret? Communication tops the list, according to our recent study.
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
usatoday.com Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.
Wondering what to do when your parents need financial help? Having a conversation about their needs is a good start. I’d be happy to help facilitate a discussion.
nextavenue.org What you can try to do for your mom and dad
Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.
ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.
If your retired parents need financial support from you, experts say it’s important to set clear boundaries. If you’re helping a parent pay their bills, learn about tools to help protect your own retirement savings.
money.com Setting limits is key.
Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversation started.
cnbc.com Borrowing money from your parents can be a touchy subject, especially if they have their own financial goals and struggles. Experts suggest asking your parents five questions before accepting a loan.
Holiday shopping is a great time to talk to your kids about the importance of setting goals and saving up for things that are important to you.
Blended families are on the rise, according to the Pew Research Center. If you’re among the 40% of new marriages in the U.S. with at least one person who was previously married, here are 4 tips for navigating your financial life together.
cnbc.com Forty percent of all new marriages in the U.S. include at least one person who was previously married and may already have kids. Having proper documentation and delegation of responsibilities as well as regular conversations about money is crucial to financial success, experts say.
Whether by choice or necessity, there are benefits to working in retirement. Learn more about how you could gain more spending power while helping your retirement savings last longer.
ameripriseadvisors.com Working in retirement can provide several benefits and help your savings last longer.
[11/25/19] #SmallBusinessSaturday is a great time to show support for our local retailers during the busy holiday season. What is your favorite local small business?
One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way.
cnbc.com According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.
“Your time is your life. That is why the greatest gift you can give someone is your time.” – Rick Warren, Author of A Purpose Driven Life
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
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.
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.
[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.
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.
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.
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.
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.
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
Successful investors – whether Millennials, Gen Xers or Boomers – may be more alike than different when it comes to managing their finances, according to the Ameriprise Modern Money study. What is your top financial priority?
ameriprise.com Saving for retirement is the No. 1 financial priority for respondents across all generations.
Goal-setting is a life-long skill that can help children achieve financial success. Talk to your children about making smart, long-term decisions with their money.
Women’s Equality Day celebrates winning the right to vote in 1920. Today we salute the extraordinary women building our country – yesterday, today and tomorrow.
Retirement account assets are typically taxed in different ways and at different times. Let’s chat about the best strategy to reduce the impact of taxes on your savings.
ameriprise.com Learn about pre-tax investments, after-tax investments and tips for managing taxes more effectively.
It’s never too early to begin instilling healthy financial habits in your kids. Learn about four money lessons Berkshire Hathaway CEO Warren Buffet taught his children.
cnbc.com If there's one person who understands the importance of teaching kids about financial responsibility, it's Warren Buffett.
“The greatest test of courage on earth is to bear defeat without losing heart.” – Robert Green Ingersoll, American political leader, 1833-1899. How have you drawn on courage to overcome discouragement?
Live more confidently, now and into retirement. Setting realistic financial goals can lead you on the path to achieve long-term success.
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.
U.S. equities established new record highs last week, even though the two most important issues they face got more complicated. Ameriprise Chief Market Strategist weighs in.
newsroom.ameriprise.com Talks between the U.S. and China resumed following the G-20 meeting, but tariffs remain in place and business uncertainty continues.
If your goal is to retire early, you may be too young for Medicare. Learn about options that could help bridge the healthcare gap for younger retirees.
usatoday.com Don’t let health insurance derail your early retirement. Without a job or Medicare, what health care options remain? A handful, it turns out.
It can pay — literally — to know the Social Security rules.
ameriprise.com Social Security rules can be complex and confusing. Make sure you know the benefits you’re entitled to receive.
Your plan for rising medical costs in retirement is important – here’s how to help make sure you’re covered.
ameripriseadvisors.com With rising health care costs, will you be able to save enough for healthcare in retirement? Explore potential health expenses and make sure you’ll be covered.
The things you do for yourself and others can have an impact now – and in the future.
Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’s important that women take an active role in financial planning.
money.usnews.com It’s time to understand the true impact of living longer, avoiding risk and prioritizing others.
Volunteering in retirement could allow you to tap into your skill set while providing personal fulfillment. Let’s discuss how you can achieve your financial goals and give back when you retire.
ameripriseadvisors.com Having a purpose-driven retirement, pursuing personal goals and more tips on how to give.
Experts recommend talking with your children about money early – and often. Learn what you can do to help set your kids on the path to financial security.
cnbc.com Parents are spending twice as much on their adult children than they are putting away for retirement, and that could have dire consequences down the road.
Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know about managing your finances if you plan on retiring outside the U.S.
money.usnews.com Carefully weigh the move to expatriate status, with special attention to banking and investments.
[02/21/19] According to America Saves, successful savers have a goal-based financial plan and contribute regularly to retirement savings. If you want to boost your savings for today and tomorrow, we can help. #AmericaSavesWeek
Since 1929, there have been 14 bear markets that lasted, on average, for 20 months (source: S&P 500 index). Let’s talk about how to prepare for the next one—whenever it happens.
Let's continue to build our cultural richness.
The STAGE Fund believes aspiring theatre professionals should be paid for their work, a mission near and dear to #BrunetGarcía. The agency developed the name, identity, website, and collateral for the STAGE Fund, which stands for Sustaining Theatre Artists to Grow Excellence.
Help the #STAGEFund keep top talent in Northeast Florida: STAGEFfund.org
The thought of an estate planning discussion with family members may feel uncomfortable. But those who’ve done it overwhelmingly report the experience was positive, according to Ameriprise research. We can help you with the conversation.
January 28 marked the start of the first filing season under the new tax law. Learn how the new code could affect your income tax bracket.
cnbc.com When it comes to the new tax law, what you don't know could hurt you. Half of the participants in a recent survey from NerdWallet didn't understand how the new code affects their income tax bracket. Here's what you need to know.
Recent volatility has left investors uneasy about the prospects of a bear market. But this expert says volatility is healthy for the market.
money.usnews.com Healthy markets are always volatile.
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