Financial Advisor, The GW Group, A private wealth advisory practice of Ameriprise Financial Services, Inc. Disc: https://nitter.gq/t.co/x0U3aIvs8k
Newton, MA
Joined July 2017
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“You have not lived today until you have done something for someone who can never repay you.” – John Bunyan #MondayMotivation
While the idea of avoiding mortgage payments may be tempting, paying cash for your home could mean missing out on some tax breaks and reducing your ability to invest elsewhere. realestate.usnews.com/real-e…
No matter how old you are, setting short and long-term financial goals for your life can help you make the most of it. Let’s discuss how we can help. #mondaymotivation
Do you and your family talk about money? According to the Ameriprise Family Wealth Checkup study, discussing money can help ease family tensions and increase financial confidence. Let’s set up a discussion. ameriprise.com/retirement/in…
Goal setting is not just for the financially savvy. Whether you are saving and investing for the short-term, or for major milestones in the years ahead, I can offer you financial advice that can help you meet your goals.
“Give what you have. To someone, it may be better than you dare to think.” – Henry Wadsworth Longfellow #MondayMotivation
Holiday shoppers are expected to spend about 4.8 percent more than last year. Learn what you can do to protect your gift-giving budget from scammers. cnbc.com/2018/11/21/phishing…
Your goals for retirement are my priority. I can help take the mystery out of retirement planning to ensure you understand what’s relevant to you. ameriprise.com/research-mark…
While big ticket wish-list items can be fun, now could be a good time to give a money-savvy gift that could have a lasting impact on a loved one’s financial life. money.usnews.com/money/retir…
Learn how you could use credit card rewards to maximize your holiday purchasing power. usatoday.com/story/money/201…
“I have not failed. I’ve just found 10,000 ways that won’t work.” – Thomas A. Edison #MondayMotivation
Learn how traditional retirement accounts could be used to control how much income tax you owe in 2018. money.usnews.com/money/retir…
For many people in their 30s, saving for retirement is a top financial priority, according to the Ameriprise Ages, Stages and Money study. Learn what you can do to help stay on track toward your goals. cnbc.com/2018/11/01/5-things…
It has been more than nine years since the dramatic market downturn of 2008. No one can predict with certainty what will happen next. Let’s get together to discuss a strategy that can help protect your portfolio.
One of the best life lessons we can give to our children his helping them understand the balance of spending, saving and donating their money.
If you’ve recently gotten married, you may be thinking about buying a house, planning a family, starting a college education savings fund, etc... I can help you and your spouse formulate a financial strategy to reach your shared goals!
The core financial habits of millionaire families are surprisingly consistent. How many does your family use? #MondayMotivation youtu.be/_CRgAteqGjU