Financial Advisor, Ameriprise Financial Services, Inc.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. Areas of Focus: Retirement Planning Strategies Estate Planning Strategies Investments Saving for Education Retirement Income Strategies Small Business I am licensed and registered to conduct business in TX. Based on licenses and registrations I hold, I may also conduct business in SC, FL, NE, PA, DC, MO, OK, AL, MN, CO, VA, WI, MI, CA, NY, NC. CA Insurance #0D05222 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 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.
Now that 2018 tax season has ended, it may be a good time to take another look at your withholdings. Talk with your tax advisor about what you can do now to help lower your 2019 tax bill.
usatoday.com You filed your 2018 tax return. Don’t stuff it in a file cabinet just yet. Review it to uncover steps you can take now to lower your 2019 tax bill.
Investment Research: Under a deteriorating trade backdrop, we would expect cyclical growth areas of the market (Technology, Industrials, Materials) and specific companies with high revenue from China to see outsized selling pressure and more price volatility near-term.
Expressing love and gratitude to all mothers today.
Consider these five strategies to fast-track your retirement savings.
ameripriseadvisors.com What’s the best way to save for retirement? Learn how to develop a smart retirement savings strategy and follow our advice on ways to save for retirement now.
After ending last week on a positive note, trade talks have investors feeling uncertain.
newsroom.ameriprise.com Last week ended with investors feeling good about the prospects for the global economy.
Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals.
cnbc.com Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.
Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChildrentoSave
Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.
marketwatch.com The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.
Ameriprise Research: Market indices across asset classes posted strong returns to end Q1, regaining much of the ground lost in Q4 2018. We believe U.S. equity markets offer attractive opportunities over the next 6-12 months but stress that diversification and balance remain key.
Millennials over 30 took the brunt of the Great Recession, while younger millennials entered a better job market and became risk-averse by watching the recession unfold.
businessinsider.com Millennials have their own generation gap thanks to the Great Recession, and it has affected each group's financial behavior.
Can you spot a financial scam? Learn the red flags of the most common types of fraud.
ameripriseadvisors.com Every year, thousands of people fall prey to financial scams. Learn what to watch out for and how you can protect yourself.
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.
If your child is deciding between schools based on financial aid packages, consider talking with your tax advisor to help weigh the tax consequences.
cnbc.com Few people would expect to face a tax bite on a scholarship, yet there are situations in which that might be the case. Here's what you should know.
These lesser-known tax write-offs may come in handy if you are nearing the new, higher threshold for the standard deduction. Consult your tax advisor to see if any apply to your situation.
cnbc.com If you are looking for a way to pay less to the IRS, think outside the box when it comes to deductions.
Ameriprise Research: Happy 10th anniversary bull market! While current conditions should lead to the longest bull market on record this summer, we believe the environment calls for more caution - but optimism and balance should remain essential in a well-constructed portfolio.
Speculation about the latest global economic data has some investors concerned. Will it influence U.S. economic growth? Ameriprise Chief Market Strategist David Joy weighs in.
newsroom.ameriprise.com A lower growth target in China was followed by a sharp downgrade of growth expectations in the Eurozone by the European Central Bank.
There is still time to lower your taxable income for your 2018 taxes. Here are some options to consider with your tax advisor.
usatoday.com There are three ways that you can lower your taxable federal income and one potential way for your state taxes.
The savings at the pump have provided consumers with a welcome stimulus, but how long will oil prices stay down?
ameripriseadvisors.com The recent decline in oil prices has a lot to do with the state of the economy. Read more about current oil prices and whether a rebound is likely.
I was honored to get to spend a few days last week with some smart and talented ladies at the Ameriprise Women Advisor Summit. I have great admiration for the leadership and achievements of women, not just within my industry but in all aspects of life. Wishing everyone all the best this International Women’s Day! #IWD2019
Even though challenges like the wage gap persist, women are more likely to seek out financial advice and invest for the long term.
usatoday.com Women are much less likely than men to invest their savings — and miss out on significant wealth as a result. Here's how to narrow the gap.
[02/25/19] 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, I can help. #AmericaSavesWeek
Let’s talk with your tax professional soon to determine whether a traditional or Roth IRA could provide you with tax benefits and help you achieve your goals.
ameripriseadvisors.com Help lower your 2018 tax bill and boost your retirement savings by contributing to an IRA. Check out our last minute tax tips for both traditional and Roth IRAs.
You are unique, and so are your goals. That’s why I take the time to understand what’s important to you and offer personalized advice tailored to you. Let’s talk about how I can help you feel more financially confident by preparing for the expected and unexpected.
If your financial advisor saw you on the street, would they recognize you? Developing a relationship with an advisor who knows you and understands what’s imp...
This time of year, students are learning which colleges have accepted them – and how much they will receive in financial aid. Learn whether a private student loan could help your student fill a financing gap.
loans.usnews.com Private student loans can fill financing gaps in your aid package but may come at a price.
Happy Valentine’s Day! Happy couples make time to discuss their finances and work toward their goals together, according to Ameriprise research.
Experts are saying you should see an advisor to help you determine how to select 401(k) funds appropriate for you.
usatoday.com Here are guidelines for evaluating and picking funds from a 401(k) plan run by your employer.
Prices for foods popular among football fans, like avocados and chicken wings, tend to rise this time of year. What are your favorite snacks for the big game?
cnbc.com As Super Bowl celebrations become increasingly focused on food over the last 10 years, prices for game day favorites rise and fall with fans' demand.
It’s National Compliment Day: You’re brilliant!
Savers can contribute more money to retirement accounts in 2019. Learn about strategies that could boost your savings this year.
money.usnews.com Try these strategies to boost your retirement investments in the new year.
[01/21/19] Social Security is a source of income you can’t outlive, so deciding when to file for it is a critical step in retirement planning. Let’s talk about timing your Social Security benefits as part of an overall cash-flow strategy.
Today and every day we respectfully honor the legacy of Rev. Martin Luther King, Jr.
If you are a small business owner, learn about the tax-advantaged retirement savings options available to you.
usatoday.com Own a small business? You should know that you have savings plans at your disposal that allow you to sock away funds for retirement.
For those 70 ½ or older, a qualified charitable distribution from a retirement account could mean a lower tax bill. Talk with your tax advisor to see if this is an option for you.
finance.yahoo.com With the new tax law changes all but wiping out itemized deductions, filers are looking for any ways they can to catch a break. Account holders over the age of 70 1/2 are subject to RMDs — required minimum distributions — which is the amount they’re obligated to withdraw from their tax-deferre...
Ameriprise Research: Economic activity has been moderating and is likely to slow further (yet remain positive) until there is some material resolution to the US/China relationship, but we continue to believe our US real GDP forecast for this year (+2.4%) remains reasonable.
This will be first year taxpayers will see how the tax law passed in December 2017 will affect their federal returns.
usatoday.com The IRS says tax refunds will go out despite a government shutdown. Early filing starts Monday, Jan. 28.
The Fed played a central role in both the market rout and the ensuing rebound, according to Ameriprise Chief Market Strategist David Joy.
cnn.com Investors have decided that maybe the world isn't coming to an end after all.
As stocks are tested, Ameriprise Chief Market Strategist David Joy discusses factors that could help them continue the fight in 2019.
newsroom.ameriprise.com If stocks are truly going to mount a comeback, they are going to need some help in 2019. Read the analysis.
Wishing you a wonderful 2019 with health, happiness and brilliant moments.
There are two challenges ahead in 2019, according to Ameriprise Senior Economist Russell Price.
ameripriseadvisors.com Learn how, despite potential 2019 economic risks, such as rising interest rates and trade tensions with China, the U.S. could see another year of expansion .
[12/27/18] Have you thought about increasing your recurring retirement savings? Upping your contributions even a small amount can mean substantial growth over time.
Wishing you and yours a wonderful holiday season!
"The market talked itself into expecting a more dovish outcome from the Fed than they got.” Ameriprise Chief Market Strategist David Joy weighs in on the market’s reaction to the Fed’s rate hike.
cnn.com The Dow tumbled to the lowest level in more than a year on Wednesday after the Federal Reserve signaled a more aggressive stance than investors had hoped for.
If you or a loved one are 70 ½ or older, now is the time to take your required minimum distributions from your 401(k) or IRA.
time.com Neglecting the deadline will result in a stiff penalty.
[12/17/18] ‘Tis the season for generosity. Despite changes to the tax law, revisiting your charitable donation plan before year-end could decrease your 2018 taxes while helping someone in need.
[12/13/18] Now’s the time to revisit your financial goals for 2019. Let’s get together to prioritize your list based on what’s most important to you.
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Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC