Battlefield Wealth Planning

It’s time to change your clocks. Daylight Saving Time ends November 3 at 2:00 AM. Fall Back!

70% of individuals aged 65 or older will need long term care, according to the U.S. Department of Health and Human Services. November is Long-Term Care Awareness Month care - a good opportunity for us to meet and review your long-term care coverage options.

Happy Halloween! Are you trick-or-treating tonight? Share your favorite Halloween memories or pictures of your little pumpkins in their costumes.

As 2024 comes to an end, let’s connect. I can evaluate your portfolio for potential investment opportunities to help end your year on a strong note.

Q4 market outlook: Will stocks finish the year strong? What could keep the momentum going — and what could stand in its way.

Time for a team photo refresh!!

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

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October is Financial Planning Month! Are your employees looking at their short- and long-term financial goals and making a plan to achieve them? Message me to learn about how the Ameriprise Financial Wellness program can offer your employees financial planning support.

Happy National Hispanic Heritage Month! From September 15 – October 15, we celebrate the generations of Hispanic Americans who have positively influenced and enriched our nation and society.

This Patriot Day, we honor the heroes of September 11, 2001, and remember those we lost.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

August 15th is . What’s your favorite way to relax? (e.g., read a good book, take a walk, listen to music, etc.)

August 8th 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.

July 15 is . Whether you’re giving time, money or something else, small contributions can go a long way. How will you give back?

Wishing all the dads a Happy Father’s Day!

Happy National Donut Day! What’s your favorite kind of donut?

A. Glazed
B. Cream-filled
C. Cake
D. Frosted
E. Other – share in the comments

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

From 529 plans to Coverdell Education Savings Accounts, there are numerous college saving options to consider. We can help you weigh the pros and cons of each. Set up a meeting today to discuss your options!

Saving for college: What to know about your options What to consider as you choose an appropriate saving vehicle to meet your goals.

Meet the Team Tuesday! Our May spotlight is on Tracey Vollmer - Financial Advisor.

Tracey brings 23 years of experience and passion to every interaction and continues to thrive as a team member here at Battlefield Wealth Planning.