Chrysalis Wealth Management

Open enrollment season will be here before we know it for many U.S. workers. Now is the perfect time for us to re-examine your health care coverage before signing up for 2025 benefits.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/things-to-consider-during-open-enrollment/

These top strategies can help reduce the taxable value of your estate so you can leave more behind for the people and causes you care about. We'd be happy to work alongside your CPA on this!

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/reduce-the-taxable-value-of-your-estate/

You decide your perspective and the road you take. You can also change your perspective at any given moment!

[Limited Seats!] - Join us for this complimentary virtual session to gain insights on investing in an election year and policy implications. RSVP Today: https://bit.ly/46JG6Ad

Let's create your "endless summer" - we will help you prepare and plan for the different financial implications for travel in retirement, including income withdrawal strategies and more.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/travel-in-retirement-financial-considerations/

Mitigate taxes and benefit your loved ones with a lifetime gifting strategy. In collaboration with the rest of your estate planning team, we will help you decide which lifetime gifting strategies fit your situation and overall financial goals.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/lifetime-gifting-estate-plan/

Especially during an election season :)

Considering a back to school season for you, and not just the children in your life? If you are, or you're thinking about going back, we will help you navigate the financial process while keeping you on track to reach your other long-term financial goals.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/going-back-to-school-as-an-adult/

Farewell and best wishes to Aubrey Kotulock!

It is with mixed emotions that we bid farewell to Aubrey, who has been an invaluable member of the Chrysalis team and a true champion for our clients. She consistently went above and beyond, providing exceptional service and fostering relationships that will leave a lasting impact.

As Aubrey embarks on new endeavors, we wish her nothing but success and happiness.

Thank you, Aubrey, for your contributions to our team. You will be greatly missed!

With our help to guide you and your beneficiaries through the process, you can create an estate plan that is aligned to your financial goals and creates a legacy that reflects your values.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/

What you think of yourself is more important than what others think of you.

We believe intermediate bond yields are likely materially lower by the time cash investors notice their returns falling and consider where they might shift to.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/where-are-bond-yields-heading/

Your 50's and 60's are good times to consider your life insurance needs, as the cost may be more accessible than it would be in your 80's. Reach out to learn how life insurance policies have evolved to adapt to the diverse needs of retirees and how life insurance may fit into your financial picture before and during your retirement.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/life-insurance-later-in-life-the-benefits-may-surprise-you/

Helping others prepare for a secure financial future. What about you?

Whether your retirement years are right around the corner or further down the road, these tips can help you plan for the retirement you deserve. Share this with any loved ones who may benefit. The earlier your children get involved with financial planning the better!

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/7-top-retirement-tips/

Getting your beneficiaries involved with financial and estate planning in the early stages sets the whole family up for success long-term. As you think about your legacy, we are here to help you facilitate these conversations.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/insights/estate-planning-conversation/

At some point you have to get into the game. You can never win if you're always waiting on the sidelines.

Can you believe we're already halfway through 2024 and starting Q3? Right now is the perfect time to review your financial plan to make sure you're on track to reach the goals you've created. We're here to help.

https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/

If you’re like most couples, you want to make sure you protect each other first, before other assets are passed on to your beneficiaries. Let’s talk about ways you can add spousal safeguards.

https://buff.ly/4cYgcLQ

[Limited Seats!] - Election years can be challenging to navigate when it comes to your investments. Join us for this complimentary virtual session to gain insights on investing in an election year and policy implications. RSVP Today:
https://www.ameripriseadvisors.com/team/chrysalis-wealth-management/events/

Actions speak louder than words.

As the 2024 U.S. presidential elections draw closer, it's good to be informed. Our article provides a summary of key policy differences the major parties offer and the potential implications of competing policy outcomes for capital markets this year and next.

https://buff.ly/3WdTR6Q

We help our high-net-worth clients preserve and grow their wealth. As their estate planning needs become more sophisticated, we like to consider how special trusts may play a role in preserving their legacy and impact.

https://buff.ly/4cp8s54

Happy Independence Day! While you’re enjoying the tasty barbecue, awesome fireworks & time with family, take a moment to reflect on the sacrifices made by those who protect our American values every day. Our celebrations and freedom wouldn’t exist without their bravery.

We're officially halfway through 2024 (hard to believe)! Are you on track to reach your goals?

Despite the high interest rate environment, we believe firm economic conditions, expected strong Q2 S&P 500 profit growth and a low unemployment rate are notable reasons to remain constructive on equities. If you’d like insights on how current market developments may affect your investment portfolio, please reach out.

https://buff.ly/3VJqVCe

Mitigate taxes and benefit your loved ones with a lifetime gifting strategy. In collaboration with the rest of your estate planning team, we will help you decide which lifetime gifting strategies fit your situation and overall financial goals.

https://buff.ly/3VTIdxO

Which side do you find yourself on?

College expenses can be significant — reach out to us today for help with planning and saving for education.

https://buff.ly/4cv5HyH

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place.