Eric Breecher, CRPC, APMA
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The duration of an average long-term disability claim is 34.6 months, according to the Council of Disability Awareness. How would you maintain your lifestyle if you couldn’t work for that long? Let’s talk about planning like you would for other emergencies.
Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?
Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.
Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.
As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ameriprise Financial experts weigh in.
What excites you about your future? How are you preparing for it today?
Happy Independence Day, America! How will you celebrate this Fourth of July?
Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.
Wishing all the dads a Happy Father’s Day!
There have been some reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.
New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.
On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.
How does life get better as you age?
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
Sharing love and gratitude with all moms today. Happy Mother’s Day!
Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.
Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.
17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.
Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.
Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.
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?
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.
Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.
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.
Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.
Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.
Are you prepared for market volatility? Here are five tips for navigating the fluctuations.
The S&P 500 Index recently surpassed 5,000 for the first time ever. Since the October lows, the Index is up over +21.0%. It’s hard to ignore the continued strength and resiliency of the U.S. economy, outsized profit growth from Big Tech, falling inflation, and the growing likelihood the Federal Reserve will cut interest rates this year.
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.
Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead.
Wishing you a day filled with love and meaningful connections. Happy Valentine’s Day!
Are you nearing retirement? If so, let’s connect to develop a tax-efficient withdrawal strategy that takes four key factors into consideration:
1. Expenses
2. Sources of income
3. Tax situation
4. The current market
How to create a tax-smart retirement withdrawal strategy 4 factors for investors to consider
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929 108th Avenue NE
Bellevue, WA
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Bellevue, 98004
Symetra provides annuities, life insurance and benefits products to people and businesses nationwide. We’re a company with strong roots and a bold vision for the future.
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NMLS #1551998 Senior Loan Officer - Contact me today to apply for home loan pre-approval!
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Financial Planning to help you achieve your goals. We can help you accumulate assets in your working years and distribute them more efficiently later in retirement. Financial adv...
10885 NE 4th Street STE 1400
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Agent licensed to sell insurance through New York Life Insurance Company
10885 NE 4th Street Suite 1400
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Financial Services Professional offering products and services through NYLIFE Securities LLC