Stephen Waite Financial Advisor

07/03/2024

What financial goals do you have for the future?

07/02/2024

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years from now and how we can work together to help you get there.

07/02/2024

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

03/20/2024

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

02/14/2024

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Understand the key steps to get started on planning for retirement.

12/21/2023

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead.

12/14/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

12/14/2023

May these eight days of celebration bring joy to you and your family. Happy Hanukkah!

12/14/2023

Trying to time the market? Missing just a handful of good days can devastate your investing progress.

12/14/2023

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

See which tax bracket you fall into and learn more about filing statuses and deductions.

12/13/2023

Don’t let volatility keep you on the sidelines. Staying invested matters as history suggests trying to time the markets is a mistake. Contact me to learn more.