StellarPath Private Wealth Advisors @StellarPathPWA
A private wealth advisory practice of Ameriprise Financial Services, LLC. Offices in Florida, Louisiana, & Texas. Disclosure https://t.co/PjIf2XGzV4 StellarPathPWA.com Metairie, LA Joined April 2017-
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Do you know the tax benefits of 401(k)s? bit.ly/3RK0Z8Y
From 529 plans to Coverdell Education Savings Accounts, there are numerous college saving options to consider. We can help you weigh the pros and cons of each. bit.ly/49nSvcX
April is National Financial Literacy Month. What’s one financial topic you’d like to learn more about this month?
Are you missing out on 401(k) “freebies”? In this Wall Street Journal article, Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares the importance of getting your full employer-match. on.wsj.com/3TXrt7F
2023 saw existing home sales at their lowest since 1995. Ameriprise Financial chief economist Russell Price shares his forecast on whether this trend will continue into 2024. bit.ly/3VGQ027
College cost madness? Let’s start planning for your child or grandchild’s education and review your funding options.
A well-diversified investment strategy can help investors participate in the current bull market while also managing against risk. Let’s connect if you’d like to discuss. bit.ly/43AbqQh
While interest rates may ease this year, they will likely remain at elevated levels. Let’s connect if you’d like to discuss the opportunities outlined in this article. bit.ly/3TmCEFy
Closing on a home purchase is one of the biggest transactions you’ll make. Learn how to identify the red flags associated with real estate wire fraud and how to prevent yourself from falling victim. bit.ly/4aqYyOD
Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?
Spring has sprung! What is your favorite sign of spring?
Junior Associate Office Dog Mojo Jojo was burning the midnight oil this week doing financial plans and reading up on one of his favorite companies, Starbucks Coffee.
Thinking of buying a new home? Consider these home-buying tips to help you go from house hunter to homeowner. bit.ly/49VSspF
If you’re considering moving in your retirement years, let’s connect. We can help you determine how your new home may affect your financial situation and goals. bit.ly/49SXsvc
Spring forward! It’s time to move clocks ahead for Daylight Saving Time. Remember to adjust and stay productive after the time change…except for Hawaii, most of Arizona, and all U.S. island territories :)
In March, we honor the contributions of American women who have made history, broken barriers and changed the country for the better. Happy Women’s History Month!
Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.
Visualizing the Psychological Pitfalls of a Typical Market Cycle. It really is this predictable.
While true, making a decision is only the start. A person or a team must continually examine the progress of their decisions against results and pursue alternate courses of action as they are deemed appropriate. The start, though, is always to make a decision and take action!
From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts. bit.ly/49wUGvK
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