Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!
Mark Walker, Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner,Ameriprise Financial Services Inc. AR Insurance #2488482
Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.
Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!
Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.
There can be many benefits for teens who work seasonal jobs, like gaining work experience and developing practical money-management skills. If your teen is looking for a summer gig, here are some tips to help get them started.
A primer on everything teens must know before starting a new gig, from taxes to the interview process.
As we work together, you can expect regular conversations to review your investments and progress toward your goals to help ensure you’re staying on track.
Depending on where one sits, today’s economy may indeed be the best of times or the worst of times.
For individuals, the current condition is just about as good as it gets. But that enthusiasm is noticeably absent when looking at bigger businesses.
The cost of life insurance during your 50s and 60s may be more accessible than during your more senior years. Let’s discuss what you can do to help ensure that your protection needs support your retirement goals.
Setting specific financial goals can help boost your financial confidence and increase your chances for success.
Many boomers are opting to stay in their homes rather than downsizing. Where do you plan to live in retirement?
Many Baby boomers are staying in the houses in which they raised their kids even when they become empty-nesters and retire
High school students are more cost-conscious than ever when it comes to choosing a school. Find out how they plan to pay for college.
As college tuition skyrockets, the next generation of students is more cautious about higher education costs than ever before, according to the College Savings Foundation's survey of high school students across the country.
Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.
While market swings can be concerning, it’s important to keep things in perspective. If you have concerns about the impact of volatility on your finances, let’s talk.
Massive intraday swings in the Dow Jones industrial average can test even the steeliest investor. What you need is a little perspective.
Nearly all women will become the sole financial decision maker in their household at some point in time. Learn why it’s important that women take an active role in financial planning.
It’s time to understand the true impact of living longer, avoiding risk and prioritizing others.
Let’s talk about your ideal retirement age at our next meeting. It will help us set your long-term financial goals.
Here are some factors that might influence the age you retire.
To all the men and women in our armed forces, thank you for your service.
Ameriprise Research: While geopolitical risks are relevant at any time, it is also important to consider other factors when you invest, either passively or actively, in various global regions. One characteristic that we find particularly valuable is sector exposure.
Market swings can mean different things depending on your stage in life. Learn how fluctuating markets can have an impact at any age.
As the longest bull market in history possibly wanes, it can be helpful to turn your attention to your own timeline. Here's how you should react and plan for volatility, depending on your age.
Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.
Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.
Expressing love and gratitude to all mothers today.
May you have a peaceful and happy Ramadan.
Have you thought about where you’ll live in retirement? Together, can talk through different scenarios and discuss the impact each could have on your financial goals.
Review these tips to help determine what type of retirement housing is best for you.
Your goals are unique – and personalized financial advice may help you achieve them. Let’s schedule some time to talk.
An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial ad...
After ending last week on a positive note, trade talks have investors feeling uncertain.
Last week ended with investors feeling good about the prospects for the global economy.
If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz
Millennials are getting more financial support into adulthood than past generations, according to the Ameriprise Modern Money study. Learn more about how this generational shift is having an impact on home ownership.
A recent survey from Ameriprise found that nearly 1 in 3 older millennials with $100,000 to invest received financial help from their parents to purchase their first home.
Thanks to a climbing stock market, low unemployment and slowing inflation, Americans’ financial happiness is at a new high. Is this true for you? Let’s talk soon to touch base on your goals.
Although the index dipped at the end of 2018 due to a sharp decline in stock prices, it reached 36.1 for the quarter ended March 31, marking the highest reading in the 20-plus years tracked.
Learn what steps you can take to help protect yourself or a parent from scammers.
Even among healthy older adults, age-related changes in the brain can make people more susceptible to financial exploitations, according to research.
Nearly 80 percent of parents give some financial support to their adult children, according to Age Wave. Learn what you can do to balance saving for retirement while supporting your kids.
Parents are spending $500 billion a year supporting their adult children—more than twice the amount they’re saving for retirement. How to help your kids without imperiling your golden years.
#FinancialLiteracyMonth can be good time to have money talks with the young people in your life.
April is Financial Literacy Month, which means it's a good time to start teaching your grandkids. Here are three lessons you can teach your grandchildren.
Are you taking advantage of the perks offered by your employer?
Here’s how to take advantage of them.
What are you doing to protect our planet today?
Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.
The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.
More than half of millennials say it’s more acceptable to talk about money today than it was a decade ago, according to the Ameriprise Modern Money study. Learn how financial attitudes and actions are shifting among investors.
Reese is prepared for a rainy day, are you?
Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.
Learn how in-service distributions could help you better manage your retirement savings.
Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise Modern Money study. If you’re assisting your kids, let’s talk about what you can do to stay on track to achieve your goals.
If you have been to our office in Charlotte, you know this view all too well. Leslie’s bright and friendly smile greeting you as you walk through our doors!
We are both happy and sad to announce that Leslie Carmichael has retired. Leslie has been such an outstanding member of our team and an inspiration to us all. She will be deeply missed but we can only feel happy for her as she moves on into this new chapter of her life. We wish you congratulations and farewell, Leslie!
When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.
Today is the deadline to file your 2018 tax return. If you expect a refund, let’s talk about how you can put it to work toward achieving your goals.
Teaching your kids how to manage money can help them establish good financial habits to last a lifetime. #TeachYourChildrentoSave
Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.
Let’s take a fresh look at your retirement plan. We’ll discuss your goals and needs and help plan the steps you can take to achieve them. #NationalRetirementPlanningWeek
Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals.
Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.
Learn about uncommon money hacks super savers are using to reach their goals of retiring early.
Some Americans ages 45 and up are managing to save $1 out of every $5 — and retiring earlier. Here's what they're doing differently from the average investor.
It can pay — literally — to know the Social Security rules.
Social Security rules can be complex and confusing. Make sure you know the benefits you’re entitled to receive.
Many older Americans are seeking lower costs, better weather and adventure in retirement. Learn what you need to know about managing your finances if you plan on retiring outside the U.S.
Carefully weigh the move to expatriate status, with special attention to banking and investments.
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