Adam Klein, CFP, CRPC, APMA

10/16/2026

If something feels off, pause before you act.
Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.
Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.
Website: www. ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Direct: 561-226-5831

Stay ahead of bad actors by learning how to spot the top threats of 2026.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

Hi!
Are you making the most of your retirement savings opportunities?
Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.
I can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.
What could an extra year of consistent saving mean for your future lifestyle?
Contact me to discuss:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Direct Dial: 561-226-5831

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

10/14/2026

Open enrollment is about more than choosing a healthcare plan.
Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.
Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.
Website: [email protected]" rel="ugc" target="_blank">www.ameripriseadvisors.com/[email protected]
Email: [email protected]
Text: 561-782-9663
Direct Call: 561-226-5831

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/13/2026

As Hurricane Isaias approaches, our thoughts are with everyone in the affected areas. Please stay safe.

10/12/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​
While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​
If you have questions about how current events fit into your financial strategy, let's connect.​
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

10/09/2026

Election headlines come and go.​
Historically, long-term market performance has been shaped more by economic growth, earnings and interest-rate trends than by election outcomes alone.​
That's why a disciplined, long-term investment strategy remains so important.​
If you'd like to discuss how current events may impact your financial strategy, I'm here to help.​
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

10/08/2026

The best financial conversations start with understanding where you stand today.
OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next. Please contact me to further discuss:
Website: www.ameripriseadvisors.com/adam.m.klein
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831

10/07/2026

As election season approaches, here are three reminders I often share with clients:​
✓ Stay focused on long-term goals​
✓ Be prepared for periods of volatility​
✓ Focus on fundamentals, not headlines​
​A financial strategy is designed to help navigate all types of market environments, including election years. If you’d like to review your strategy, I'm happy to help.​
Email: [email protected]
Text: 561-782-9663
Call: 561-226-5831
Website: www.ameripriseadvisors.com/adam.m.klein

10/06/2026

Next book up!!!