Cheri L. Jewison

Wishing all the dads a Happy Father’s Day!

How does life get better as you age?

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.

www.ameriprise.com

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?

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.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years rom now and how we can work together to help you get there.

Sending warm wishes to you and yours this holiday season!

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

What financial goals do you have for the future?

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.