Financial Advisor with Blanchard & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Financial Advisor at Blanchard & Associates, a financial advisory practice of Ameriprise Financial Services, Inc. I am licensed and registered to conduct business in MA. Based on licenses and registrations I hold, I may also conduct business in RI, CT, NH, GA, NY, NJ, FL, CA and MS. 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.
The happiest couples know how to work through their differences – including money disagreements. What’s their secret? Communication tops the list, according to our recent study.
February is #AmericanHeartMonth — a great time to focus on our health goals and #ourhearts. What are you doing now to help ensure a long, healthy retirement?
Wondering what to do when your parents need financial help? Having a conversation about their needs is a good start. I’d be happy to help facilitate a discussion.
nextavenue.org What you can try to do for your mom and dad
Learn more about three key changes that took effect Jan. 1, 2020. I am here to help you understand what the SECURE Act means for you and provide personalized advice for your situation.
ameripriseadvisors.com The Setting Every Community Up for Retirement Enhancement — the SECURE Act — was signed into law Dec. 20, 2019, with many provisions taking effect Jan. 1, 2020.
Recent tax law changes could help you boost your retirement savings. If you’d like to adjust your 2020 contributions, I can help.
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.
Dreaming of warmer weather? Consider these five factors before investing in a snowbird lifestyle.
forbes.com You want to retain a home up North but want to winter down South. Is being a snowbird in your future?
Your 401(k) can be one of your most important investment tools. Here are 5 considerations to help ensure you’re progressing toward your retirement goals.
cnbc.com Many Americans are making mistakes with their 401(k) accounts that could be costing them some serious dollars. As the economy booms and the average 401(k) balance rises, these mistakes could be having an even more pronounced effect on Americans' retirement accounts.
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.
[01/19/20] You can regain confidence in your financial future by creating a debt payoff plan. From replacing high-interest debt with low-interest loans to developing a spending budget – let’s talk about how to achieve your goals while managing debt.
It is common for many people during their working years to balance saving for the future while also managing debt. Here are 4 considerations to help you prioritize.
ameripriseadvisors.com Looking for financial advice? Ameriprise Financial has 10K+ Ameriprise Advisors helping people reach their goals. Find a financial advisor today.
No age is too young to begin learning a healthy relationship with money. Here are 10 lessons to use for kids in tween and early teen years. I am always happy to meet with my clients and their children – of any age.
cnbc.com Kids ages 10 to 14 are forming the big part of their relationship with money. Here's how to make it a healthy one.
It pays to start saving for retirement as soon as possible. Over time, even small contributions can grow a substantial amount. Let’s talk about what you can do now to reach your goals.
ameriprise.com Saving now can help your money grow significantly over time.
The new year is a great time to review your finances. Here are three steps we can discuss to help keep your financial goals on track in 2020.
ameripriseadvisors.com Consider these steps as you review your finances this month.
National #financialwellness month is a good time to focus on your financial health. I'm here to help you accomplish your financial goals.
Installing shelves is the worst project! There may just be an extra hole or two in the drywall! I am sweating and it's 10 a.m. on a Monday.
If you come to visit, please do not sit directly under these shelves. I cannot guarantee your safety. #FallingObjects #DIYFail
Here’s when you’ll receive your tax statements from Ameriprise based on the types of accounts and investments you own.
ameriprise.com Here’s what to expect and when.
A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.
My business #newsyearsresolution? Help you to improve your #financialwellness. The beginning of the year is a good time to reevaluate their spending and saving strategies. Contact me to connect!
New payment plans make it easier to make large purchases now and pay over time. I can help you evaluate how your spending aligns with your broader financial goals.
cnbc.com New versions of layaway. Credit cards offering payment plans. There are more ways than ever to buy things you might not be able to afford.
Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.
ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.
The year is winding down. Have you accomplished your 2019 goals? Here are 6 things to consider now to start 2020 on a strong financial footing.
cnbc.com Before you know it, you'll be ringing in 2020 and making a list of New Year's resolutions. Here's why it's a good idea to get ahead of things now.
Your life goals are important to me. Let’s get in touch to make sure you’re on track to reaching your financial goals now and in the future.
Do you feel as though you are on track to meet your retirement savings goals? Let’s set up a meeting to help you and your family prepare for a more comfortable retirement.
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.
Do you have a financial plan?
Keys to financial health include making a plan and being prepared. What are your goals for 2020? Let’s talk about how to achieve them.
Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversation started.
cnbc.com Borrowing money from your parents can be a touchy subject, especially if they have their own financial goals and struggles. Experts suggest asking your parents five questions before accepting a loan.
How have you persevered in your life?
It’s not too late to save on your 2019 taxes. We can join a conversation with 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.
You and your loved ones can feel more financially confident by starting discussions about money sooner rather than later. Let’s talk about how to keep communication open and productive.
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. I can help you understand your options and make an informed decision.
ameriprise.com Make these important decisions during your job transition to help position you to meet your future career and retirement goals.
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.
Holiday shopping is a great time to talk to your kids about the importance of setting goals and saving up for things that are important to you.
Blended families are on the rise, according to the Pew Research Center. If you’re among the 40% of new marriages in the U.S. with at least one person who was previously married, here are 4 tips for navigating your financial life together.
cnbc.com Forty percent of all new marriages in the U.S. include at least one person who was previously married and may already have kids. Having proper documentation and delegation of responsibilities as well as regular conversations about money is crucial to financial success, experts say.
You still have time to potentially lower your tax bill with some last-minute financial tweaks. If you’re considering any of these 10 tips, I can help, along with your tax advisor.
money.usnews.com Start tax planning now and you could owe the government less money in the spring.
Medicare open enrollment is underway. If you are weighing your options for next year, let’s connect to talk about how you can make the most of your benefits.
ameriprise.com Understanding your retirement health care needs can help you maximize your Medicare benefits.
Although you can start collecting benefits at age 62, waiting to collect Social Security can pay off. I can help you time your benefits as part of an overall cash-flow strategy.
One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way.
cnbc.com According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.
It is possible to balance paying down debt while investing at the same time. Let’s talk about making choices to help you achieve your financial goals.
Maintaining good communication is key to successful money management for couples. Learn more about the top habits for financial harmony.
ameripriseadvisors.com How to create a shared financial vision with your partner.
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
usatoday.com Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.
The S&P 500 index has had five straight weeks of gains and hit a new all-time high. Ameriprise Chief Market Strategist David Joy weighs in on what has led to the recent rally.
newsroom.ameriprise.com The economic expansion continues to grow, led by a strong consumer.
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
Millennials are more likely than older generations to get burned out at work, according to a Gallup study. Here are three tips to help break through the burnout before it affects your savings.
marketwatch.com Face it, millennials. You’re burned out. You’re so burned out it’s affecting your financial decisions.
Emotions can undermine investing success. Let’s connect today to ensure you are on track to meet your long-term goals.
Do you ever wonder, “Will my savings last after I retire?” Learn more about what you can do to generate reliable income in retirement.
ameripriseadvisors.com Are annuities expensive? Are they only for retirement? Check out 5 common myths and facts about annuities.
|Monday||09:00 - 17:00|
|Tuesday||09:00 - 17:00|
|Wednesday||09:00 - 17:00|
|Thursday||09:00 - 17:00|
|Friday||09:00 - 17:00|
Financial Advisor, Managing Director at Muldoon, Borges & Beauregard, A financial advisory practice of Ameriprise Fianacial Services, Inc.
We're more than just a financial institution. As part of the community fabric in the SouthCoast, BankFive is dedicated to helping you reach your financial goals and bettering the lives of our neighbors in Massachusetts and Rhode Island.
At Anthony F. Cordeiro Insurance Agency, LLC, we are here to answer your questions and help you get exactly the coverage you need to safeguard your home, family, property, or business.
Commercial & Residential Buyer / Seller's agent. Property management- lease / rentals. Specialize in "Short Sales" -. an option to avoid foreclosure.
CFP®, CRPC®, M. Acc. | Financial Advisor | CERTIFIED FINANCIAL PLANNER™ practitioner | WakeWater Wealth Management | A private wealth advisory practice of Ameriprise Financial Services, Inc.
Norcom Company ID 71655 Brent Winn NMLS# 5447
A private wealth advisory practice of Ameriprise Financial Services, Inc.