Opus: Advice First a private wealth advisory practice of Ameriprise Financial Services, LLC

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

What goals have you set to create a happy and healthy life for you and your loved ones?

Wishing you a safe, fun and relaxing Labor Day.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

Will Medicare cover all of your health care costs? Don't let common myths like this get in the way of building your dream retirement. Contact me, Albertine Gibbs, Financial Advisor in Harrison, NY at https://bit.ly/4e1nkXo (ameripriseadvisors.com) or at https://bit.ly/3T3SJk4

What does your ideal retirement look like? We can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life. Opusadvicefirst.com

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Join us in celebrating Nina Daoud, who has been named to the 2024 Forbes Top Next-Generation list, as well as #1 in CT on the Best-in-State list! These lists represent advisors nationally who under the age of 40. We love that @forbes and @shookresearch have a methodology for ranking these advisors not only through quantitative data but qualitative data by conducting actual interviews with the advisors! Nina and our team are passionate about not only the financial, but the emotional well-being of our clients and their families, and we thank all of you for your continued trust and confidence in our team! https://lnkd.in/eRcTb9Nw | www.opusadvicefirst.com