Joey R. Smith, CRPC

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

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.

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?

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.

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.

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

Sending warm wishes to you and yours this holiday season!

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

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 ?

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.