George Khalsa CLU, CHFC, APMA, CRPC - Financial Advisor

George Khalsa CLU, CHFC, APMA, CRPC - Financial Advisor

Financial Advisor with Ameriprise Financial Services, LLC Putting clients first; it’s what we do

I’m proud to be associated with Ameriprise Financial Services, Inc.

I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. Please visit for important rules and disclosures about how you and I can interact on social media.

Operating as usual 02/19/2021

Balance is key: 3 ways to get your retirement savings back on track

Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan. Most Americans aren't saving enough for retirement, so consider these three tips on building wealth for comfortable golden years. 02/18/2021

Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom

Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks. 02/17/2021 David Joy It is getting increasingly difficult to ignore the signs of market excess. The list has long included absolute measures of stock valuation that are near their historical highs, including Price/Earnings, Price/Sales, Price/Book Value, and Price/GDI. Of course, the counter argumen...


Even the most successful professionals benefit from professional financial advice. Let’s talk. 02/09/2021

U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom

U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. 02/08/2021 David Joy After suffering through their worst weekly loss since the end of October two weeks ago, U.S. equities came roaring back with their best gain since the first week in November, closing on Friday at a new record high. The S&P 500® Index surged to a 4.6 percent gain while shrugging... 02/08/2021

Want a fun way to teach your kids about money? Try these games

From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list? Children learn best while engaged and active, experts say. Here is how gaming can help drive important money lessons home to your kids. 02/03/2021

The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom

Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package. 02/02/2021 David Joy After reaching a new record closing high on Monday at 3855, the S&P 500® index turned lower to record its worst week since the end of October. The index subsequently fell 3.7 percent, seemingly unnerved by the spectacle of the extraordinary short squeeze in GameStop stock, and ... 02/02/2021

The Most Tax-Friendly States to Retire

From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list? These states don't tax pension or Social Security income.


It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk. 02/01/2021

12 Money Mistakes You're Teaching Your Kids

While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. Experts share the harmful financial messages children learn from their parents.


Get the personalized advice you need to envision and build a confident financial future. 01/27/2021

Start Planning for Your 2021 RMDs Now

Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation. The CARES Act waived required minimum distributions from IRAs and 401(k)s for 2020, but the waiver was not extended with the most recent COVID relief package. 01/25/2021

Kids and money: 6 money management tips

One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money? Find out how to teach kids about money so they can be financially responsible in life. 01/21/2021

Research & Insights | Ameriprise Financial

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. Explore current analysis and perspectives, webcast videos and other market resources; use our financial calculators and tools; read financial articles, and learn about current tax resources. 01/20/2021

New President; Same Market | Ameriprise Newsroom

A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response. 01/19/2021 David Joy Last week’s economic reports showed the ongoing bifurcated impacts of the coronavirus. Retail sales in December fell for the third straight month, and the November decline was revised lower. Small business optimism fell for the second straight month, to its lowest level since ... 01/15/2021

You should have a purpose in retirement, too

In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life. A happy, successful retirement needs goals just like any other stage of life


2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021. 01/13/2021

Why Gen Xers Are Way More Worried About Money Than Boomers

Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in. Advice and empathy for the often-overlooked generation 01/13/2021

What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom

Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains. 01/12/2021 David Joy It is somewhat remarkable that domestic equity prices surged to a 1.8 percent gain last week. Not even the shocking assault on the U.S. Capitol Building on Wednesday was enough to derail the powerful rally that has been underway since the election in November. Stocks have climbe... 01/12/2021

4 considerations for savings and debt

Pay down debt or save? I can help you make choices that reflect your goals, financial situation and risk tolerance. Trying to strike a balance between paying off debt and saving toward your goals? These insights can help.


Start a new tradition this year; pick your favorite local shop or non-profit and make a commitment to helping them thrive. I have some ideas to help. #communitystrong 01/08/2021

Capital markets outlook

What are your expectations for the markets in 2021? What can we expect from markets in 2021? 01/07/2021

The Covid relief bill will keep these tax breaks around even longer

With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation. Congress gave taxpayers a little more certainty when they wrapped up the Covid relief bill. A basket of expiring tax provisions will remain in effect. 01/05/2021

2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom

How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights. 01/04/2021 David Joy The pace of economic growth in 2021 will largely be determined by the pace of distribution of Covid-19 vaccine. In the U.S., the total number of infections during the pandemic now exceeds 20 million, with 350 thousand deaths. Worldwide those totals are 85 million cases and 1.9 m... 12/29/2020

Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger

While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement. You know the saying: Money can’t buy happiness. While that may be true, there is one thing you can do financially to impact your happiness in retirement, and that’s proper planning.


What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. 12/18/2020

8 Great Financial Gifts for Kids

Give a gift that can make a difference long into the life of a child – a head start on growing their finances. These gifts can help your kids, grandkids or friends get a head start on their financial futures. 12/15/2020

Investors Await News on Three Negotiations | Ameriprise Newsroom

Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. 12/14/2020 David Joy Stocks stumbled last week as negotiations over both additional economic stimulus and government funding in the U.S., and a Brexit trade deal in Europe, continued without resolution. Both the S&P 500® index and the Stoxx600 indices fell 1.0 percent. The MSCI All-Country World in... 12/11/2020

How to Not Financially Paralyze Your Children | Kiplinger

It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency. If you’ve spoiled your kids – or are worried you might spoil them – here are some steps to take to help ensure they become financially independent. 12/10/2020

More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate

Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible. Running out of money in retirement is a huge concern. In fact, 43% of Social Security recipients have this fear, reports SimplyWise. 12/10/2020

What's your giving path?

Giving back can be rewarding. I can help you create a charitable giving plan that reflects your values and takes tax considerations into account. Like many other things in life, your giving path is likely to be more effective if you plan well for it. Learn some considerations and financial tips to help you get started.


Financial stress can disrupt employee productivity. If you own or manage a local business, contact me to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program. 12/09/2020

When Bad News Becomes Good News | Ameriprise Newsroom

Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package. 12/08/2020 David Joy In an example of when bad news is good news, the weaker than expected November jobs report on Friday sent stocks higher in the belief that labor market weakness would make it more likely that Congress would pass another round of stimulus. Instead of the creating the expected 460... 12/08/2020

Year-end tax strategies that could save you money

It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill. Here are four strategies that could help reduce your 2020 tax bill. 12/07/2020

Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected

Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season. A holiday shopping spike could put you at increased fraud risk. We asked experts how you can protect your information from scammers this year.


Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.

Videos (show all)

George Khalsa will be doing color commentary for Stonebridge HS on He’s having a catch here with fr...
Market declines early in retirement can potentially create one of the most-damaging investment risks. Watch this 3-minut...
Being well-prepared for the expected and the unexpected in life can help you rest easier. Let’s plan your confident fina...
A comprehensive approach to planning can help you reach your goals in life – and be prepared for unexpected opportunitie...



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Sterling, VA

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