Ammerly Advisors

10/16/2026

They say the one constant is change. Changes in laws, in how we do business, and even in how we live from day to day. As time passes, your needs will inevitably change. Make sure your estate plan matches the life you’re leading.

10/09/2026

Do you have a business? If you do, or you’re considering starting one, have you updated your estate plan with your business in mind? Talk with your trusted financial professional about how this might be handled.

10/02/2026

Something anyone will tell you about their family is that things are always changing. Marriages. Births. Transitions, such as your children growing up and starting their own lives. And some of those changes are more somber and require some reflection. No matter what’s happening in your family, these changes affect your estate planning. Not only do you need to do it for your family, you need to keep it updated for them, as well.

09/30/2026

Let’s explore whether tax-intelligent strategies such as Direct Indexing could be a fit for your personal situation and changing needs.

09/29/2026

09/28/2026

Plan for tomorrow, today. That seems like sensible advice, doesn't it? Yet a surprising number of people leave no estate plan in place for their survivors. It makes a certain amount of sense. Nobody likes talking about death. But this is exactly why you should make an effort to create and maintain an estate plan: you simply won’t be there to settle matters when the time comes.

With good planning, you can protect everything you've worked so hard for. Join us Wednesday, October 14th at 6 PM... We'll be going over essential topics including:

-Wills
-Health Care Proxies
-Powers of Attorney
-Medicaid Eligibility
-Trusts for Protection of Life Savings and Home
-Long Term Care Insurance
-Avoidance of Probate
-Trusts for People with Disabilities
-Special rules for IRAs and 401(k) plans and more!

Cetera is under separate ownership from any other named entity. Kristin Jonsson is not affiliated or registered with Cetera Investment Services LLC. Any information provided by Kristin Jonsson is in no way related to Cetera or its registered representatives.

For a comprehensive review of your personal situation, always consult your tax and/or legal advisor. Neither Cetera Investment Services LLC nor any of its affiliates offer tax or legal service.

RSVP on our website: https://ammerly.ceterainvestors.com/events

09/23/2026

Advisory solutions may help you go green in more ways than one. Let’s talk.

09/17/2026

When less of your money goes to taxes, more stays invested. Let’s discuss ways to help offset capital gains.