Pete Smith CRPC, APMA - Ameriprise Financial Advisor

Financial Advisor with Ameriprise Financial Services, Inc.

Are you financially on track to live the life you want today and in the future? As a private wealth advisory practice of Ameriprise Financial Services, Inc. I can help you plan for your immediate and long-term dreams and goals with our comprehensive approach to financial planning.

It starts with a personalized conversation where we’ll discuss your financial needs. Then we’ll work together to break down your financial goals into clear, doable steps to help you feel more confident about your financial future.

My goal is to help take the uncertainty out of planning for your financial future so you can live the life you’ve worked so hard for.

I am licensed and registered to conduct business in KY. Based on licenses and registrations I hold, I may also conduct business in OH, MN, IL, NC, FL, GA, AR, TX, CA, IN, UT.

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.

Good seeing Doug and Barb Watkins this week. It's been a week since Doug's surgery where he gave his left kidney to his good friend and both are doing great!

nytimes.com

A Collector’s Dream: Creating Your Own Museum as a Legacy

Creating a legacy can take many different forms. How will you create your legacy?

nytimes.com Collectors who want their life’s work to live on after they die sometimes do this, but like many things, there is more to it than meets the eye.

How are you helping the young people in your life prepare for important financial decisions?

ameriprise.com

Tips on choosing health insurance during open enrollment

This time of year, your employer may give you the option to enroll in or make changes to health insurance plans during open enrollment. Taking time to evaluate your options can help you ensure the right amount of coverage.

ameriprise.com Here are some considerations for evaluating your health care insurance needs for next year.

Great catching up with my good friend Dave Schwytzer! Always enlightening conversation. Missed having Doc with us this time, see you again soon.

More than half of millennials have no investments. At what age did you start investing?

Happy Birthday Angie Haddock
Thank you for all you do for our clients and the team!

Helping your adult kids? Consider a thoughtful investment strategy designed to deliver reliable income without impacting your lifestyle.

Great catching up with Tom Crews, head coach for DeSales basketball the other day. Good Luck this year Tom!

If you'd like to talk about your finances,
give me a call at (502) 653-6815
or come by my office at 12700 Townepark Way.

Education planning doesn’t just have to be for parents. Let’s discuss how you can save for your grandkids’ futures.

Great seeing the Finleys come by today, and happy retirement Becky!
We'll get you there soon Kevin.

Glad to see Ramone stop by my office yesterday.

Ramone is new client and recently retired UofL computer engineering professor.

Thanks Ramone!

Congratulations to UPS Captain Larry and wife Brenda on their 2017 retirement!

Thank you for letting me help facilitate your dreams of traveling, spending more time with family, and "changing the course of the river".

Want to invest in your future?
Call my office at (502)-314-2814 today.

1 year anniversary at the new office. Thank you to all of my clients for a great year. Looking forward to many more!

78% of Americans are concerned about having enough to live comfortably in retirement, according to a 2016 Greenwald & Associates study. You don’t have to be one of them. Let’s meet to talk about how you’re feeling about your future financial independence.

During times of uncertainty, the markets can experience big swings up and down. But that doesn’t mean you have to leave your retirement to chance. Let’s talk about ways you can help secure your financial independence.

People’s feelings differ about how much risk they think they should take to secure their retirement. Regardless of whether you’re a risk taker, or want something safer, you have options. Let’s get together to talk about what feels right for you.

Many people who feel tension around inheritance haven’t been told how much money to expect, according to the Ameriprise Family Wealth Checkup study. This can create confusion for family members. Having a straightforward conversation with anyone who stands to inherit money from your estate may help.

Ampf Research: Health care looks solid YTD; aging population, reform and innovation likely drive longer-term consumer demand, in our opinion

Congratulations to my client Bill for his 2017 retirement!

Think you're ready for retirement?
Let me help you work toward growing your financial confidence.

Email me at [email protected]
or Call at (502)-235-5545 Today.

Retirement can be your time to be adventurous, take some chances, go places you haven’t been. Let’s talk about ways to help secure your financial independence for the next phase of your life.

In our recent Ameriprise Family Wealth Checkup study, people told us they planned to leave money to their siblings, charity, kids and even their pets! It’s important to form your legacy in accordance with your wishes.

According to the Ameriprise Family Wealth Checkup study, money talks are easy but inheritance discussions cause unease with families. Preparing for these conversations ahead of time can help.

time.com

13 Money-Saving Travel Hacks From the Woman Behind Frommer’s Guidebooks

If you’re busy planning your end-of-summer vacation, check out these travel tips to save time and money.

time.com "The hell with business class."

Aging and retirement are the biggest triggers for an estate planning discussion with loved ones, according to the Ameriprise Family Wealth Checkup study. If you’ve already had “the talk” with your parents or children, what prompted yours?

Did you know how much cash an HSA can generate over time? You may be surprised. Together, we can help make sure you’re making the most of your HSA.

Are you prepared for the costs of long-term care? Schedule an appointment to review your options.

Are you counting on Medicare to cover all of your health care costs in retirement? You may be surprised to learn what’s not covered. Let’s discuss your options for addressing future health care expenses.

Few Americans are aware of how much they’ll likely spend on health care in their golden years. I can help you prepare for unexpected health care costs as you age.

Many people who feel tension around inheritance haven’t been told how much money to expect, according to the Ameriprise Family Wealth Checkup study. This can create confusion for family members. recommend having a straightforward conversation with anyone who stands to inherit money from your estate.

In our recent Ameriprise Family Wealth Checkup study, people told us they planned to leave money to their siblings, charity, kids and even their pets! can help you form your legacy in accordance with your wishes.

According to the Ameriprise Family Wealth Checkup study, money talks are easy but inheritance discussions cause unease with families. can help you prepare for these conversations.

Aging and retirement are the biggest triggers for an estate planning discussion with loved ones, according to the Ameriprise Family Wealth Checkup study. If you’ve already had “the talk” with your parents or children, what prompted yours?

time.com

Not Getting a Big Tax Refund? You’re Actually Doing It Right

A tax refund shouldn’t be perceived as a bonus. Here’s what you should remember.

time.com Don't be seduced by a government check.

ameriprise.com

Investing in family time

Time spent together is the most important part of any family vacation. How do you unwind and spend quality time with your family?

ameriprise.com Staying close to home for vacation instead of going to an expensive resort can help you focus on quality family time.

ameriprise.com

3 steps to better secure your digital information

Protecting your digital information can prevent unexpected expenses. Here’s what you should know about digital security.

ameriprise.com Phishing and malware are not the only types of cybercrime. Use these tips to protect yourself online.

Most families feel more comfortable discussing day-to-day finances than long term issues that have the potential to stir up emotions.

How do you approach conversations with your spouse, parents or children on sensitive financial topics?

[03/20/17]   63% of respondents in the Ameriprise's 2017 Family Wealth Checkup say they feel extremely confident about their family’s financial future.

Send me a message or comment below to schedule a time to discuss steps you can take to help secure your family’s finances, now and in the future.

ameriprise.com

IRA limits and eligibility and deadlines

IRA contribution limits remain the same this year.
Still time to max out your 2016 limit.

Contact me on how to get the most out of your IRA.

ameriprise.com Contribution limits and withdrawals are age dependent, so it’s important to understand what works for your situation. Read more here.

entrepreneur.com

10 Habits That Will Dramatically Improve Your Life

How do you find balance between your work and personal life? Here are some tips to help.

entrepreneur.com We have to be very careful in choosing our pursuits, because our habits make us.

ameriprise.com

Last-minute tax moves

Learn quick last-minute tax strategies
That will help you boost retirement savings and reduce your tax bill.

Contact me for other last minute tax moves you may be missing out on.

ameriprise.com Some tax efficient retirement plans can help you save more while reducing your 2016 tax bill, if you act before April 18, 2017. Here’s what you should know.

Your legacy is about the lasting impact you’ll make on the people, organizations and causes in your life.

abcnews.go.com

Celebrate National Pi Day with these deals

Save some money today on food for National Pie Day.

Let me help you find more ways to save.
Contact me about starting a plan towards your financial goals.

http://abcnews.go.com/Business/celebrate-national-pi-day-deals/story?id=46088569

abcnews.go.com Happy National Pi Day! While math nerds may have March 14 — 3/14 — circled on their calendars for the annual celebration of that quantity with an infinite...

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12700 Townepark Way Ste 100
Louisville, KY
40243-2539
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Let me help you ensure your financial future is all you want it to be.