The Walden Pond Group at Morgan Stanley

Health is wealth. Join us Monday, September 9 at 4PM ET for the next session of our Wealth Education for the Next Generation series. Learn more about cultivating healthy habits, healthcare, investing in preventative care and more. Register here:
https://livesocial.seismic.com/aPY9XX

Tired of managing multiple accounts? Discover how consolidation can help you combat 'account sprawl' and simplify your financial journey.

Help Simplify Your Life through Financial Consolidation morganstanley.com

While saving for retirement is important, so is your plan of action once you've retired. Consider these strategies to help you overcome five of the biggest income-related challenges. Let's talk.

Overcoming Your 5 Biggest Retirement Challenges | Morgan Stanley morganstanley.com

Your financial objectives are unique to you. Let's create a tailored investment strategy that aligns with your goals. Reach out to me for a chat.

Why Having a Goal Is Key to Investing morganstanley.com

Paying down student debt while saving for your child's education can be challenging, but you have options. Let's explore them together.

Balancing Student Debt and Education Savings | Morgan Stanley morganstanley.com

Travel? Volunteering? Exploring new hobbies? Whatever your pursuits may be in retirement, it's essential to plan ahead for your spending needs. Let's talk about strategies to help keep you on track.

What Kind of Retiree Do You Want to Be? | Morgan Stanley morganstanley.com

Have you reviewed your retirement plan or asset allocation lately? Now is a great time to discuss these and other aspects of your financial plan. Let's connect.

Your Mid-Year Financial Planning Checklist | Morgan Stanley morganstanley.com

Join us July 22nd for an exclusive Money Monday midyear economic and investment outlook virtual event with Ellen Zentner, Chief U.S. Economist, and Dan Skelly, Head of Market Research & Strategy. Register:
https://livesocial.seismic.com/aqxJ8Z

Book your summer travel with Reserved Living & Giving. Enjoy discounts on hotels, golf club shipping, car rentals, popular attractions, airport lounge memberships and more!

Summer Travel with Reserved Living & Giving msreserved.com

In a positive sign for airlines, cruise operators, hotels and casinos, a Morgan Stanley Research survey finds high-end consumers are planning to spend more on their vacations this summer.

Summer Travel Ready for Takeoff | Morgan Stanley www.morganstanley.com

How may November's outcome impact investors? Join Morgan Stanley's Michael J. Stein, Global Head of Government Relations, and Michael Zezas, Global Head of Fixed-Income and Thematic Research, on Tuesday, June 18 to hear their perspectives.

General Election & The Markets – Tuesday, June 18, 12:00 PM ET morganstanley.webcasts.com

June is National Homeownership Month! Let's take some time to discuss how an all-cash offer can help you stand out from other buyers.

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Navigating personal finances doesn't have to be a solo journey. I can help you feel confident you're making the right decisions for you and your family.

5 Ways to (Finally) Kickstart Your Financial Plan | Morgan Stanley www.morganstanley.com

Amid uncertainty in markets, your portfolio might benefit from some alternative investment strategies that have recently become more investor-friendly. Let's discuss if any of them might work for you.

Alternatives 2.0: Innovative Ways to Diversify Your Portfolio | Morgan Stanley www.morganstanley.com

Disability Insurance Awareness Month in May aims to raise awareness about the importance of income protection. Let's discuss the coverage that makes sense for you.

Protecting Your Income from the Unexpected | Morgan Stanley www.morganstanley.com

Help your child set a strong financial foundation for the future. Check out these valuable tips on building and maintaining good credit.

Sage Credit Advice for College Students | Morgan Stanley www.morganstanley.com

Planning for retirement isn't over when you stop working. Be prepared by knowing the challenges you may face. Let's talk.

5 Mistakes to Avoid in Retirement | Morgan Stanley www.morganstanley.com

While you're spring cleaning your home, consider ways to also tidy up your finances. Let's discuss a few strategies that can help.

5 Ways to Spring-Clean Your Finances | Morgan Stanley www.morganstanley.com

How much money will you need to save for a comfortable retirement? Here are three strategies that may help you optimize your 401(k) plan.

You Work Hard, Make Your 401(k) Plan Work Harder | Morgan Stanley www.morganstanley.com

Could a weakening U.S. dollar weigh on stocks? I can help guide you on how this could impact your portfolio. Learn more.

How to Invest If the U.S. Dollar Loses Might | Morgan Stanley www.morganstanley.com

Don't get fooled by scammers this tax season. Learn how to protect yourself from fraud and identity theft.

Protecting Yourself From Tax Season Scams | Morgan Stanley www.morganstanley.com

Happy St. Patrick's Day from all of us at the Walden Pond Group.

You still have time to max out your IRA contributions for the 2023 tax year (if eligible). Invest in your future retirement today and contribute by the April 15th, 2024 tax deadline. Learn more.

Tax-Smart Strategies for Your Retirement | Morgan Stanley www.morganstanley.com

As Japan thaws from a deep freeze of prolonged low inflation, its economic future looks positive. Find out more in On the Markets.

On the Markets: Without Even Taking a Breath, or a Rotation mgstn.ly

Consolidating your retirement accounts may provide you with a better view of your financial picture and potentially expand your investment choices. Discover how.

Beware of Retirement Sprawl | Morgan Stanley www.morganstanley.com

It's cozy season and Cozy Earth is offering 45% off for Reserved Living & Giving members. Stock up on bedding, loungewear and home goods. https://livesocial.seismic.com/a2OCkc

Enjoy hassle-free ski vacations with Ship Skis. Reserved Living & Giving members get 25% off to ship skis directly to their accommodations. Just sit back, relax and get ready to hit the slopes. https://livesocial.seismic.com/aMIhPX

Morgan Stanley clients with eligible brokerage accounts can earn up to 5.14% Annual Percentage Yield with a 3 to 11-month New Money CD. Learn more and contact me to take advantage of this competitive CD offer. https://livesocial.seismic.com/azeqEy