Mark Savastano

Mark Savastano

Comments

Happy Birthday Mark! Enjoy the day and Go Pats!!
Hi Mark...just a note to say hi, and I wish you the best of luck...You are a very lucky man....(distant cousin, Diana)

CFP®, CRPC®, M. Acc. | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner | WakeWater Wealth Management | A private wealth advisory practice of Ameriprise Financial Services, Inc.

My Approach Life is a series of transitions. Many are positive and planned for: graduating, buying a home, creating a family and building a career. Other events are unexpected and require thoughtful responses: divorce, loss of a loved one or a health or job crisis. Whether you're celebrating or adjusting to your most recent transition, I can help you identify your financial options and plan for your financial future. __________________________ Areas of Focus: - Investments - Retirement Planning Strategies - Tax Planning Strategies - Estate Planning Strategies __________________________ Education: - M. Acc. - Master's in Professional Accountancy, Financial Planning - Rhode Island College - B.S. in Finance - Rhode Island College __________________________ Qualifications: CFP® - Certified Financial Planner(TM) - practitioner CRPC® - Chartered Retirement Planning Counselor(SM) Series 7 - FINRA Series 66 - NASAA LA&H - licensed Professional Associations: Certified Financial Planner Board of Standards, Inc. (CFP®) Bristol County Estate Planning Council (BCEPC) Financial Planning Association (FPA) __________________________ Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. __________________________ What to expect: Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs __________________________ What to bring: A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals __________________________ 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 www.ameriprise.com/social for more important disclosures and information.

[02/25/20]   So the market had a volatile day. There will be more, and it’s quite normal. Happens more often than you may think.

With that, consider this...

1,032 vs 3.56% (today’s decline in the DOW)

Mean the same thing on paper. Very different perception and marketing for headlines and media attention.

Showing kindness to our neighbors, even in small ways, can have a lasting impact. What #randomactsofkindness are you doing today?

[02/14/20]   When you are building your life for legacy, short term victories mean nothing.

#family #business #mindset #riskreward

[02/10/20]   Reaching your #Goals does not happen by accident

[01/26/20]   Kobe Bryant - the definition of work ethic. “Mamba mentality”. So sad to hear about the tragic death today. 41, WAY to young. Watched his NBA career for years, simply amazing. So talented. Incredible documentaries on his daily processes. Such an inspiration.

Another reminder to live each day. Focus on what truly matters. No regret.

#8 #24 #champion #kobebryant

ameriprise.com

Raising financially savvy kids

Sadly, many basic financial topics are not being addressed in school. Most people learn financial habits from their parents/guardians and family.

ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.

cnbc.com

Here's a breakdown of the new income tax changes

Recent tax law changes could help you boost your retirement savings. Might be a reason to adjust your contributions in your qualified accounts in 2020.

cnbc.com New tax changes for 2020 give taxpayers the opportunity to save more for retirement and health-care expenses, take a bigger deduction on their individual tax return and fine-tune how much tax is withheld from their pay, which could result in larger refunds next year.

Planning can turn dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help achieve them.

I wonder what it will be 30 years from now for a 65 year old?

Merry Christmas & Happy Holidays!

Wishing you a safe, healthy holiday season with your friends and family from all of us with WakeWater Wealth Management!

[12/23/19]   Busy time of year for many, but The Secure Act passed the Senate last week. (House was in July). Thanks for the reminder & update LinkedIn community!, I started to forget about this. It was added as part of a spending bill. Its been in the senate for months though? Needs executive branch signature now. I’m sure more details will come out, but there are some possible changes to retirement plan rules.

Grant Cardone

Interesting...yes certain fields/careers require one, but what’s the trend? Raises the question what will the higher education arena look like in 10, 15, 20 years from now? Long-term cost/benefit depending on the career?

you don't need a degree to be successful. Here's why 👉🏻 bit.ly/34Ol9Dz

[12/20/19]   If you operate your business through a partnership, S corporation, or sole proprietorship, a qualified business income deduction could significantly decrease your effective tax rate. This may change the course of your retirement funding targets. Prepare now to get set for 2020...

#2020 #businessplanning

“Have an attitude of gratitude.” – from the book Master Your Money by Ron Blue

money.usnews.com

How to Gift Stock and Other Financial Gifts

Considering cash or stock as gifts or donations?

money.usnews.com Stock can make a great gift for you and the recipient.

ameripriseadvisors.com

How to be confident in your retirement income plan

As Financial Planners, we come across questions around Social Security and Retirement planning all the time. Learn more about steps to take at important milestones.

ameripriseadvisors.com Take three crucial actions at specific milestones in the decade before you stop working.

usatoday.com

Is now a good time to buy a house? Economists say yes as the Federal Reserve holds interest rates steady

The Fed has signaled that it will keep interest rates steady for the time being. If you’ve been thinking about buying a home, learn why now could be a good time.

usatoday.com The Federal Reserve signaled it won’t raise interest rates for the time being, a potential boon for first-time homebuyers in 2020.

ameripriseadvisors.com

2020 outlook: what to watch for in the investment market

Here are three things to watch for in the 2020 investment markets.

ameripriseadvisors.com Use our 2020 outlook to anticipate what may unfold and meet with your advisor for a portfolio check-up.

money.com

How to Support Your Retired Parents Without Sinking Your Own Retirement Plans

If your retired parents need financial support from you, experts say it’s important to set clear boundaries. If you’re helping a parent pay their bills, learn about tools to help protect your own retirement savings.

money.com Setting limits is key.

ameripriseadvisors.com

How to be confident in your retirement income plan

Deciding when to take Social Security is just one of the key actions on the way to retirement. Learn more about steps to take at important milestones.

ameripriseadvisors.com Take three crucial actions at specific milestones in the decade before you stop working.

Wishing you and your loved ones happiness, peace and joy.

ameripriseadvisors.com

Year-end tax strategies that could save you money

It’s not too late to save on your 2019 taxes. But soon it will be!
We can talk with you and your tax professional to discuss investment strategies to help lower your tax bill.

ameripriseadvisors.com It’s not too late to reduce your 2019 tax bill. Here are four ideas that can help you.

money.usnews.com

10 Ways Retirement Has Changed Over the Past Decade

Baby boomers are typically more active and spend more money than retirees of previous generations. Learn other ways retirement has evolved in the last decade.

money.usnews.com Retirement is different now than it was just 10 years ago.

ameriprise.com

Financial planning and investment advice during job transition

You have options, just know what they are...

If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer.

ameriprise.com Make these important decisions during your job transition to help position you to meet your future career and retirement goals.

From our family to yours...Happy thanksgiving!

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

ameriprise.com

Strategies to help reduce investment risk

Fluctuating markets can sometimes lead to emotion-driven investment choices. Emotions can be mitigated...

ameriprise.com Avoid common missteps and feel more confident about your financial future with these three strategies to reduce investment risk.

cnbc.com

Your side hustle may be at risk — here are steps you can take to protect it

If you’re among the 38 percent of Millennials with a side hustle, learn why protecting your business can be just as important as running it.

cnbc.com Just as important as running your side business is making sure it — and you — are protected in case something goes wrong, experts say.

ameriprise.com

When Should You Start Collecting Social Security?

Each person's situation is different. Consider things like health, earned income, retirement income goals, spousal benefits - to name a few - when considering collecting Social Security. Working with a professional could help you answer important questions by pointing out opportunities and risks. Your CPA & Financial Planner (CFP) should be on the same page for this decision.
(SS monthly benefit x months of life expectancy = large number for most people) - don't just wing it!

ameriprise.com Learn about Social Security benefits.

[10/28/19]   Not having/didn't have a good day? Implement more gratitude in your life...Watch how quickly your mood changes :)

#gratitude #happiness

Protect your loved ones and your assets. Let’s talk about your estate planning goals and the legacy you hope to leave.

cnbc.com

The next big question you need to answer after you decide to retire

After you decide at what age you will retire, there’s another big question to ask yourself: Where do I want to live?

cnbc.com If you're like most people, you probably envision spending your retirement days comfortably in your current home. Yet financial and health considerations could make downsizing a better way to go. Here's what you need to think about to plan for an eventual move.

marketwatch.com

How couples can maximize their 401(k) plans

If you and your spouse each have 401(k)s, consider a larger strategy that incorporates allocation across both accounts.

marketwatch.com Married investors can increase growth by having a united investment strategy, an expert says.

money.usnews.com

Medicare Enrollment Deadlines You Shouldn't Miss

Medicare open enrollment begins Oct. 15. Here are some key deadlines to help ensure you enroll on time and avoid higher premiums that could impact you for the rest of your life.

money.usnews.com If you sign up for Medicare late, you could face higher premiums for the rest of your life.

Keep this in mind

#SundayThoughts

The market doesn't care who you are!!

cnbc.com

Don't expect Mom and Dad to clue you in on your inheritance

Is charitable giving part of your estate plan? Talk to your tax advisor about how supporting the causes you care about can help lower the tax bill for your heirs. Here are some talking points to start the conversation with your family about your philanthropic wishes.

cnbc.com If you locked horns with your mom and dad in your teen years, prepare for further conflict as they get their estate planning together. Older family members tend to leave their kids and grandkids out of their philanthropic goals, Key Private Bank found.

[09/19/19]   Listening to the #AskGaryVee podcast and heard something that was pretty amazing in my opinion. For CEOs, managers, business owners -
Has anyone said “no” to every candidate applying for a job with the intention of seeing which ones WON’T take No for an answer and come back with why they are the best fit for a position? That really resonated with me as quite an interesting strategy!

cnbc.com

There are 4 major reasons why those about to retire don't have enough money in their 401(k)s

A 401(k) through your employer can be an important component of your overall financial picture. Learn about four things to watch for.

cnbc.com IRA and 401(k) balances for older workers are well below where they should be, according to the authors of a new report, thanks in part to inconsistent coverage, fees and early withdrawals.

ameripriseadvisors.com

Investing globally

If you’re looking for ways in boost your portfolio’s income potential, it may be time to pack your passport.

ameripriseadvisors.com Despite market fluctuations, companies globally generated record dividend payouts across many regions last year. Learn what could be in store for 2019.

ameripriseadvisors.com

How should investors react to the news?

When world events cause market swings, it’s important to look beyond the headlines to keep things in perspective. (We can help ensure your decisions are driven by your goals, not emotions).

ameripriseadvisors.com Major world events can often cause market volatility . Read up on how investors can keep perspective when the news causes waves in the market.

cnbc.com

There's a key tax deadline right around the corner. Here's how to prepare

If you’re an entrepreneur, an employee with a side gig or an investor with a sizable capital gain, September 16 is key tax deadline.

cnbc.com When it comes to taxes, Sept. 16 doesn't quite have the same ring as April 15. However, this deadline is an important one for entrepreneurs, investors and people in the side-gig economy. Here's why.

[08/22/19]   Avoiding diversification, ignoring estate planning and forgetting to cover healthcare costs – these are just a few missteps that could derail your savings. Addressing potential financial gaps is the foundation of what we do to help our clients feel more secure and intentional about their financial lives.

ameriprise.com

Understanding retirement and taxes

Retirement account assets are typically taxed in different ways and at different times. There’s no one best strategy to reduce the impact of taxes on your savings. We work to make the best decisions for your situation and incorporate your CPA or EA, so it all flows appropriately to your tax return.

ameriprise.com Learn about pre-tax investments, after-tax investments and tips for managing taxes more effectively.

cnbc.com

You may be tempted to make this mistake as the market tanks. Here's what to do instead.

Great Advice —
Checking on your investments during market fluctuations can cause unnecessary stress. Learn why it’s important to be intentional rather than emotional when making investment decisions.

cnbc.com Roller-coaster moves in the market might tempt you to obsessively watch your investments or even adjust your holdings. Behavioral finance expert Dan Ariely says those are some of the worst things you can do.

Live more confidently, now and into retirement. Setting realistic financial goals can lead you on the path to achieve long-term success.

Our Story

My Approach Life is a series of transitions. Many are positive and planned for: graduating, buying a home, creating a family and building a career. Other events are unexpected and require thoughtful responses: divorce, loss of a loved one or a health or job crisis. Whether you're celebrating or adjusting to your most recent transition, I can help you identify your financial options and plan for your financial future. __________________________ Areas of Focus: - Investments - Retirement Planning Strategies - Tax Planning Strategies - Estate Planning Strategies __________________________ Education: - M. Acc. - Master's in Professional Accountancy, Financial Planning - Rhode Island College - B.S. in Finance - Rhode Island College __________________________ Qualifications: CFP® - Certified Financial Planner(TM) - practitioner CRPC® - Chartered Retirement Planning Counselor(SM) Series 7 - FINRA Series 66 - NASAA LA&H - licensed Professional Associations:

Five Star Wealth Manager 2018 - Five Star Professional Certified Financial Planner Board of Standards, Inc. (CFP®) Bristol County Estate Planning Council (BCEPC) Financial Planning Association (FPA) __________________________ Working Together: Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. __________________________ What to expect: Professional help in clarifying your financial goals and priorities If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives Accurate information about our tailored solutions, including risks, benefits and costs __________________________ What to bring: A list of any questions you have regarding your current financial situation Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals __________________________ 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 www.ameriprise.com/social for more important disclosures and information.

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275 Martine St Suite 302
Fall River, MA
02723

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 19:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 19:00
Friday 09:00 - 16:00
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J. Valley Realty J. Valley Realty
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Commercial & Residential Buyer / Seller's agent. Property management- lease / rentals. Specialize in "Short Sales" -. an option to avoid foreclosure.

BankFive BankFive
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Roberts House of Formals Warehouse Roberts House of Formals Warehouse
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Striving for excellence and hard work have kept our reputation successful for the past 65 years.

Santander Bank US - ATM Santander Bank US - ATM
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HIG Insurance - Hadley Insurit Group HIG Insurance - Hadley Insurit Group
246 Durfee St
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At HIG, Hadley Insurit Group we offer cost-effective personal and business insurance solutions to safeguard you, your family and your investments.

Santander Bank US - ATM Santander Bank US - ATM
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