Michael Perez, CFP, CRPC, APMA - Private Wealth Advisor

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

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Have you considered the impact long-term care costs could have on your ability to live the life you’ve planned? Let’s talk about it. There are solutions that can help you be prepared for what may lie ahead.

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

May these eight days of celebration bring joy to you and your family. Happy Hanukkah!

With the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few factors to consider if you’re planning to give a significant gift to loved ones or charities.

How to optimize your gifts to loved ones and charities 6 strategic factors to consider before you give.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.