Gentlestone Wealth

09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

09/24/2026

Join us on Wednesday, September 30th @ 12pm EST!

- During this complimentary, virtual session on Microsoft Teams - we’ll learn how to spot common scams, safeguard your personal information, and take action if you're targeted. From digital threats to direct attacks, this session aims to empower you with practical tips to help stay secure in today’s data-driven world.

RSVP to receive access to this virtual event. To get your link to join, please call 908.713.6600, email us at [email protected] or visit our website https://bit.ly/4ADiR9N

Hosted by: Gentlestone Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC
Presented by: Andrew Diamond with MFS

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09/23/2026

There are many things people prepare for financially.

Retirement. College. Buying a home.

What many families don't prepare for is what happens when someone isn't there anymore.

As a widow with young children, one of the greatest lessons I've learned is that replacing income is only part of the equation.

There are so many unseen costs.

Childcare. Home maintenance. Transportation. Meal preparation. Household management. The countless tasks another person quietly handled every day.

Many people underestimate how much additional support is needed to maintain their family's quality of life after the loss of a spouse.

When we discuss your goals I'm not just looking at if everything goes as planned. What about the unexpected?

We're looking at the entire picture. That's why planning should never be one-size-fits-all.

Every family is unique. Every goal is different and should be customized.

❤️ If you have young children, a spouse, or loved ones depending on you, now is the time to have the conversation.

Gentle Stone Wealth
📞 908.713.6600
📧 [email protected]

09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

09/16/2026

Retirement isn't just a number.

It's a transition into a new chapter of life.

One of the most common questions we hear is, "Do I have enough?" But retirement planning is about much more than that. It's about understanding your goals, income needs, taxes, healthcare considerations, market risks, and creating a plan that supports the lifestyle you envision.

Our team works collaboratively to help retirees and pre-retirees make informed decisions with confidence and clarity.

You deserve more than a guess. You deserve a plan.

📍 Serving clients in Clinton, NJ, Nazareth, PA, and beyond.
908.713.6600 or [email protected]

https://bit.ly/46t7inC

09/15/2026

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.