Michael Anthony Solo, CFP, CRPC, MBA

Dow crosses 22,000; driven by corp earnings, low US dollar value and stable global economic conditions, in our opinion

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.

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.

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.

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.

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.

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.

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?

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.