Eric Szczurowski CFP, RFC, CAS, CFS

Eric Szczurowski CFP, RFC, CAS, CFS

Financial Advisor at Ameriprise Financial Services, Inc. Planning for a Confident Retirement

I help my clients plan well for today and the future through our exclusive Confident Retirement® approach.

It starts with a personalized conversation about covering essentials,ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, I can help take the uncertainty out of planning for your financial future. In fact, 90% of Ameriprise clients who have had the Confident Retirement conversation feel more confident about retirement1. I’m

usatoday.com 01/18/2019

Small-business retirement plan limits increased in 2019. Here's what you need to know

If you are a small business owner, learn about the tax-advantaged retirement savings options available to you.

usatoday.com Own a small business? You should know that you have savings plans at your disposal that allow you to sock away funds for retirement.

ameriprise.com 10/29/2018

Required minimum distributions (RMDs)

At age 70½, federal law requires people to withdraw a minimum amount from most retirement savings accounts on an annual basis. These mandatory withdrawals are called required minimum distributions. Here’s what you and your loved ones should know.

ameriprise.com Learn when you can start taking RMDs, when you are required to take them, tips on how much to withdraw each year, and more.

ameriprise.com 08/23/2018

When to begin collecting Social Security

When is the best time to start drawing your Social Security benefits? I can help you weigh all the factors so you can arrive at a decision.

ameriprise.com Your income needs, life expectancy and retirement income plans are just a few considerations in deciding when to take benefits.

time.com 07/26/2018

These Are the 10 Best Family Vacation Bargains in America

Summer is a great time to hit the road with family. Here are some fun-filled destinations that won’t break the bank.

time.com Excellent, action-packed destinations.

newsroom.ameriprise.com 05/24/2018

Investors Take Note of Consumer Spending | Ameriprise Newsroom

Despite good news in consumer spending, stocks still struggle to regain their footing, says our chief market economist, David Joy.

newsroom.ameriprise.com 05/22/2018 David Joy Stocks struggled last week, unable to overcome a further rise in bond yields that was triggered, in part, by some otherwise good news from the consumer sector. The S&P 500 index fell 0.5 percent, as stocks failed to build on the strong gain from the week prior. The yield on the....

ameriprise.com 05/03/2018

Retirement housing and downsizing your home

Downsizing your home can be a difficult but liberating decision. Here are some things to consider.

ameriprise.com If you’re nearing retirement, downsizing your home may be on the horizon. Review these tips to determine what retirement housing option is best for you.

ameriprise.com 12/07/2017

Retirement checklist: Tips to help you organize and manage your finances

Organizing your financial documents can help make managing your finances easier. Try these tips, and call 631-770-0335 x134 with any questions.

ameriprise.com Learn how to organize your financial accounts for your peace of mind or for your beneficiaries.

[10/12/17]   Many employers offer open enrollment this time of year. Looking at this year’s expenses and predicting ongoing medical costs can help you decide if you need to change your elections.

cnbc.com 09/05/2017

How to schedule your day for maximum success, according to science

Many of us often feel we don’t have enough time in a day. How do you maximize your time for success?

cnbc.com Heighten productivity in 6 easy steps.

08/24/2017

Eric Szczurowski CFP, RFC, CAS, CFS

Telephone

Address


445 Broadhollow Rd Suite 120
Suffolk County, NY
11747

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
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