Alanna Morey-Ameriprise Financial Advisor

The first day of fall in Naples might not come with crisp, cool air or colorful leaves, but it’s still a great time to celebrate! While we enjoy endless sunshine and beach days, let's embrace the subtle shift to autumn with pumpkin-flavored treats and cozy evenings.

A good reminder for your Monday!

Happy Positive Thinking Day! Today, let’s embrace the power of positivity and see how it can transform our lives. Positive thinking isn’t just about staying optimistic; it’s about cultivating a mindset that empowers us to face challenges with resilience and hope. Whether it's in your personal life or financial journey, a positive attitude can be your greatest asset.

Cheers to another year of amazing memories and new adventures! Feeling grateful for all the love and support. Here’s to celebrating today and looking forward to what the next year has in store!

Happy Labor Day! Today, we celebrate the hard work and dedication that drives us forward. Whether you’re relaxing or spending time with family and friends, take a moment to appreciate all that you’ve accomplished. Here’s to a well-deserved break!

Living in Naples means I get to celebrate National Beach Day every day! Whether you're lounging on the sand, splashing in the waves, or simply soaking up the sun's rays, there's something magical about a day at the beach.

Nonprofits change lives. Two organizations that are near and dear to me are Collier County Domestic Animal Services and Big Brothers Big Sisters of the Sun Coast.

Sharing knowledge with my community is one of the most rewarding aspects of my job! Whether it’s speaking at local events or hosting workshops, I love connecting with others and offering valuable insights to help them achieve their financial goals.

While I am training for a race up Pike’s Peak, I do a lot of incline training on the treadmill. Training for a race on the treadmill isn't just about physical endurance—it's a mental challenge too. Each mile you conquer builds not just your body but your resilience and focus.

I’m proud to announce that Forbes has included me on their 2024 Best-in-State Next-Generation Wealth Advisors list. What an incredible honor – one that recognizes my commitment to providing financial advice that helps my clients meet their goals in both the short and long term. Thank you to my extraordinary team and clients. You inspire me each and every day. https://www.ameripriseadvisors.com/alanna.m.morey/profile/

Happy Financial Awareness Day! Today, we're reminded of the importance of financial literacy and planning for a brighter future. Whether it's budgeting wisely, investing smartly, or planning for retirement, financial awareness empowers us to make informed decisions.

Today is , commemorating the establishment of the U.S. monetary system. Fun fact: a normal piece of paper can withstand about 400 folds before it breaks while a dollar bill can be folded at least 8,000 times.

Every woman deserves peace of mind and financial security. Estate planning isn't just for the wealthy—it's for every woman who wants to protect her legacy and loved ones. Start planning for your future today!

Indulge in a scoop (or two) of your favorite frozen treat today!

How many times through the years have you said, "we need to get a financial advisor" or "we really need to make a plan for retirement."

Stop putting off your future and start setting goals and prioritizing your objectives.

Retirement is crucial, and employer 401(k) matching can significantly boost your savings! But did you know there are different types of matching? Here’s a quick rundown:
Dollar-for-Dollar Match: Your employer matches every dollar you contribute up to a certain percentage of your salary. For example, if they offer a 100% match up to 5%, and you contribute 5% of your salary, they’ll match the full amount.
Partial Matching: Your employer matches a portion of what you contribute, usually 50% of your contribution up to a certain limit. If they offer a 50% match up to 6% and you contribute 6% of your salary, they’ll add 3%.
Tiered Matching: This involves different matching rates at different contribution levels. For instance, your employer might match 100% of the first 3% of your contributions and 50% of the next 2%.
Non-Elective Contributions: Instead of matching your contributions, your employer contributes a fixed percentage of your salary to your 401(k) regardless of your own contributions.
Safe Harbor Matching: To meet certain IRS requirements, some employers offer this type of matching which often includes either a basic or enhanced match, ensuring you get a match no matter what.
Remember, every bit helps, and understanding your company’s match type can maximize your retirement savings! 💰📈 Don’t leave free money on the table—contribute enough to get the full match if you can!

Money is a tool for how you spend your time, the places you'll go, and the opportunities you will greet. This includes your golden years when you are no longer working. Do right by your future self and make wise choices today.

When fashion meets finance, decisions get interesting! While that blazer might be a showstopper, your emergency fund is your financial MVP, always there when you need it most. Let's balance style and savings for a wardrobe and wallet win!