Jillian M. Blanchard, CRPC, CLTC

Jillian M. Blanchard, CRPC, CLTC

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.

cnbc.com

Even 30% of older, wealthier millennials had help paying for their first home

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.

cnbc.com 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.

usatoday.com

Four things to consider when picking funds in a 401(k) plan

Experts are saying you should see an advisor to help you determine how to select 401(k) funds appropriate for you.

usatoday.com Here are guidelines for evaluating and picking funds from a 401(k) plan run by your employer.

ameriprise.com

Downsizing your home

Have you thought about where you’ll live in retirement? Together, we can talk through different scenarios and discuss the impact each could have on your financial goals.

ameriprise.com Review these tips to help determine what type of retirement housing is best for you.

money.usnews.com

Will Your Kids Be Able to Retire?

Parents have been predicting doom and gloom for the next generation for decades, but so far it hasn’t happened. Young people have several options to consider when saving for retirement.

money.usnews.com Here's why your children will survive in retirement.

[05/05/19]   Money is better when it’s coupled with wisdom. How do you plan to teach your children to handle money with prudence?

One of the best life lessons we can give to our children is helping them understand the balance of spending, saving and donating their money.

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.

ameriprise.com

Retirement milestones: Mark your calendar

Let’s connect to make sure you are taking advantage of important financial milestones as you work toward your retirement goals.

ameriprise.com Being aware of these age milestones can help ensure you’re prepared for the future.

cnbc.com

59% of well-off millennials say they'd make 1 big retirement mistake for the sake of their kids

More than any other generation, millennials want to help their kids pay for college, according to the Ameriprise Modern Money study. Learn what experts say about the impact this could have on saving for retirement.

cnbc.com Millennials, more than any other generation, want to help their kids afford college. But financial experts say that paying for your children's college at the expense of your retirement is a mistake.

[04/26/19]   I believe that every client deserves to have a conversation with their advisor about their most important goals. Earlier this week, I participated in a conference which helped me learn more about new capabilities that support this conversation and make it easier for clients to track their goals online. I'm excited to share how these capabilities can help us work together toward reaching your goals.

cnbc.com

These 'super savers' are retiring earlier than most. Here's what they're doing differently

We all want to be SUPER!

Learn about uncommon money hacks super savers are using to reach their goals of retiring early.

cnbc.com 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.

usatoday.com

The biggest financial mistake women make? Not investing enough.

Even though challenges like the wage gap persist, women are more likely to seek out financial advice and invest for the long term.

usatoday.com Women are much less likely than men to invest their savings — and miss out on significant wealth as a result. Here's how to narrow the gap.

aarp.org

Teaching Your Grandkids About Financial Literacy

#FinancialLiteracyMonth can be good time to have money talks with the young people in your life.

aarp.org 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.

barrons.com

How Your Kids Can Ruin Your Retirement — and How to Make Sure They Don’t

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.

barrons.com 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.

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.

ameripriseadvisors.com

Tax portfolio diversification tips

Strategically distributing your assets among three tax categories can help you keep more money in your pocket.

ameripriseadvisors.com Diversifying your portfolio between tax-free, deferred-tax, and taxable accounts can pay off in the long run. Learn about tax strategies for retirement planning.

Ameriprise Photos

[04/09/19]   “The real measure of your wealth is how much you'd be worth if you lost all your money.” – Anonymous

[04/05/19]   We are a multigenerational practice. That means we work with children of clients who are learning the basics of budgeting and saving up to be people living brilliantly in retirement. We can help your kids get off to a good start on their financial journey.

usatoday.com

From investing to debt to budgeting, 19 financial mistakes millennials should avoid

Young people have the benefit of time when it comes to money matters. Learn the pitfalls to avoid as you begin your financial journey.

usatoday.com The money moves you make when you're young are going to set the stage for future financial success, or make it harder for you to achieve your dreams.

thestreet.com

Saving For Specific Goals May Keep You More Disciplined

Whether you’re saving for college, a new home, a wedding or even a dream vacation, setting specific goals could potentially change your financial behavior for the better.

thestreet.com While some financial planners favor looking at overall returns, others see value in dividing up pools of money depending on the goals involved.

Have you had any experiences with caring for an ill or elderly family member?

The thought of an estate planning discussion with family members may feel uncomfortable. But those who’ve done it overwhelmingly report the experience was positive, according to Ameriprise research.

I can help you with the conversation.

Ameriprise Photos

[03/22/19]   How can you enjoy life now while planning for tomorrow? Let’s talk about how our comprehensive approach to financial advice can help you – and your loved ones – feel confident through all stages of life.

[03/22/19]   Have the young adults in your life started planning for their financial future?

It’s important to discuss education or career goals, savings goals, retirement plans, etc. with your grown children. I can help you talk to your kids about their goals and finances. Let’s set up time.

money.usnews.com

Will Your Kids Be Able to Retire?

Parents have been predicting doom and gloom for the next generation for decades, but so far it hasn’t happened. Young people have several options to consider when saving for retirement.

money.usnews.com Here's why your children will survive in retirement.

cnbc.com

Here are some quirky tax deductions you may not know about

These lesser-known tax write-offs may come in handy if you are nearing the new, higher threshold for the standard deduction. Consult your tax advisor to see if any apply to your situation.

cnbc.com If you are looking for a way to pay less to the IRS, think outside the box when it comes to deductions.

Ameriprise Photos

Ameriprise Photos

“Wealth is the ability to fully experience life.” – Henry David Thoreau

JOY must be your primary manifestation

Photo: North Shore, Oahu, Hawaii

ameripriseadvisors.com

Top financial mistakes in retirement

Stay confident in retirement by steering clear of these common pitfalls.

ameripriseadvisors.com You've worked hard to earn your retirement. Make your assets last by avoiding these common retirement mistakes.

Ameriprise Photos

Ameriprise Photos

Epic fail... I work from home this morning and Arthur decides to swat at my water bottle, knocking it onto my laptop. I reacted quickly 🙏🏻.

Now he’s sleeping and being cute since I may have lost my cool a bit!

#fluff #adorable #patience #everythingisgoingtobeokay

#IWD #InternationalWomensDay

money.com

'I Knew It Wouldn't Last Long.' What These Former Pro Athletes Can Teach Us About Preparing for Retirement

Important lesson here:

money.com The same principles apply, whether you're running for a first down or climbing the corporate ladder.

ameriprise.com

5 habits of successful investors

The top financial habit among affluent investors? They begin saving early.

Do the millennials in your life need someone to talk to? Please reach out to me to start the conversation.

ameriprise.com Learn how high-net-worth individuals build wealth and as a result, boost your own financial confidence.

Ameriprise Photos

[03/03/19]   What’s most important to you?

I can help you prioritize your financial goals today and tomorrow. Our first meeting is complimentary. Let's start a conversation and see how we can work together.

“What age should I retire?” I hear that question a lot.

The answer is unique for every individual based on their desired retirement lifestyle. I can help you consider a range of factors to determine what’s best for you.

What is your plan? If you are unsure, let's talk!

Do you dream of life beyond the 9-5? Let’s come up with a strategy to make your goals a reality.

Ameriprise Photos

According to America Saves, successful savers have a goal-based financial plan and contribute regularly to retirement savings.

If you want to boost your savings for today and tomorrow, I can help.

#AmericaSavesWeek

Making tough financial decisions can be stressful.

If you have questions, I’m always here to help

What is life but one grand adventure.

Some of my clients have asked me for guidance on how to shift from spending money on things to spending it on experiences.

How do you stay on budget while creating memorable experiences with family and friends?

(Photo: Oahu, Hawaii)

Want your business to be the top-listed Finance Company in Fall River?

Click here to claim your Sponsored Listing.

Address


275 Martine St, Suite 300
Fall River, MA
02723

Opening Hours

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
Other Financial Services in Fall River (show all)
Santander Bank US - ATM Santander Bank US - ATM
4171 N Main St
Fall River, 02720

BankFive BankFive
79 N Main St
Fall River, 02720

BankFive is the SouthCoast’s premier independent community bank proudly serving its customers and community for over 160 years.

Santander Bank US - ATM Santander Bank US - ATM
600 William S Canning Blvd
Fall River, 02721

Mark Savastano Mark Savastano
275 Martine St Suite 302
Fall River, 02723

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

Successful Money Strategies, Inc. Successful Money Strategies, Inc.
10 North Main St.
Fall River, 02720

Successful Money Strategies offers a full service and unique financial planning experience focusing on a holistic approach encompassing virtually all of your money issues.

Nelson Insurance Nelson Insurance
155 N Main St
Fall River, 02720

BRENT WINN / Norcom Mortgage BRENT WINN / Norcom Mortgage
Company ID 71655
Fall River, 02723

Norcom Company ID 71655 Brent Winn NMLS# 5447

Peter D Lepage Insurance Agency Peter D Lepage Insurance Agency
491 Division St
Fall River, 02721

Auto, Home, Life, Business and Retirement Insurance

Santander Bank US - Branch Santander Bank US - Branch
141 North Main Street
Fall River, 02720

Santander Bank US - Branch Santander Bank US - Branch
430 William S. Canning Boulevard
Fall River, 02721

Asta Muldoon, CFP, MS Asta Muldoon, CFP, MS
275 Martine St, Ste 302
Fall River, 02723

Financial Advisor, Managing Director at Muldoon, Borges & Beauregard, A financial advisory practice of Ameriprise Fianacial Services, Inc.

Santander Bank US - ATM Santander Bank US - ATM
1620 President Ave
Fall River, 02720