Kevin Lydon Ameriprise Financial Advisor

05/01/2024

Welcome to May from Tarpon Bend Strategic Wealth. Take time for Spring cleaning with your financial plans too!

04/26/2024

We are pleased to announce that J.P. Fernandez has joined Tarpon Bend Strategic Wealth at Ameriprise Financial Las Olas office. J.P.'s experience and professionalism are a welcome addition to the team!

04/26/2024

“Combined with warmer-than-expected inflation trends, still robust growth across the services economy, and U.S. Treasury yields bumping up at their highest levels of the year, some of the more extreme bullish narratives about growth and stock returns for this year are in the process of being tempered.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

04/24/2024

I’m interested in forming alliances with CPAs and tax professionals that see value in incorporating customized financial services into their tax practice with a financial planning professional. Message me to see what an alliance could look like, or please share to your network.

04/24/2024

Having the right protection is an investment in your financial future. Let’s talk about living beyond today and how decisions you make now determine how you and your loved ones will live later.

04/23/2024

Organizing your financial records can give you clarity about your current financial situation. Let’s connect if you’d like to discuss the tools that Ameriprise offers clients to keep important documents accessible and secure.

Explore strategies to efficiently organize, retain and dispose of important financial documents.

04/22/2024

Wishing you a meaningful Passover.

04/19/2024

Helping to keep your data safe is one of my top priorities. As my client, you have safe access to your accounts via the Ameriprise secure website. Be sure to practice protective behaviors, like creating strong passwords and using the online message center to communicate securely with me.

04/19/2024

Our real social security is not an income stream provided by the government, but by our social relationships – our friends. Are you planning for your social well-being in retirement? Let’s connect to discuss how to prepare for the challenges that older age may bring.

04/18/2024

What’s the value of staying on track with investing goals while managing your tax bill? I can show you what’s possible using the right solution.

04/17/2024

Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024.

04/16/2024

April is Financial Literacy Month! Financial literacy is key to understanding how to save, earn, borrow and invest. Help your employees better understand their financial situation with the Ameriprise Financial Wellness program.