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Monday 8:30am - 5:30pm Tuesday 8:30am - 7pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 7pm Friday 8:30am - 4pm

Eric Guggenheim, CFP, Chfc, CDFA APMA

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Eric Guggenheim, CFP, Chfc, CDFA APMA

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Financial Advisor with Ameriprise Financial Services, LLC

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11/03/2026

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.

11/02/2026

💰 Money Monday Tip

We spend a lot of time thinking about how we want to start a new year. But how we finish the current one matters too.

Before year-end, take a few minutes to ask yourself:

👉 Am I on track with my savings goals?
👉 Have I reviewed my retirement accounts?
👉 Does my investment strategy still fit my goals?
👉 Are my beneficiaries up to date?
👉 Are there tax or charitable-planning opportunities I should consider?
👉 What is one financial goal I want to prioritize next year?

You don't have to have everything figured out. The goal is simply to enter the new year intentionally.

A strong financial year starts with a thoughtful plan.

https://bit.ly/48qFKjI

10/31/2026

Wishing everyone a safe and happy Halloween!

Whether you're passing out candy, trick-or-treating with family or just enjoying the fall season, I hope your day is full of fun, laughter and a few sweet surprises.

10/30/2026

🎃 Fun Finance Friday: What’s Scarier? 👻

🏚️ A surprise home repair
💳 A credit card balance that keeps growing
📉 Market volatility
😱 Realizing you haven’t reviewed your financial plan lately

The good news? A little planning can make financial surprises feel a lot less scary.

What financial topic gives you the biggest fright?

https://bit.ly/4zWjFVU

10/28/2026

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.

10/22/2026

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 am here to help.

10/19/2026

💡 Money Tip Monday

The real value of financial planning isn't just helping you grow wealth during strong markets. It's helping you stay on track during uncertain ones.

Market volatility can create fear and distraction, but a comprehensive financial plan provides perspective, purpose, and direction when you need it most.

Remember: Long-term success is built through preparation, patience, and discipline.

Are you confident your plan can weather market uncertainty?

https://bit.ly/4sgxk7R

10/15/2026

Medicare decisions aren’t always “set it and forget it.”

Plans, costs and healthcare needs can change from year to year — and those changes may affect your retirement income plan and overall budget.

An annual review can help you determine whether your current coverage still fits and where an adjustment may make sense.

Schedule a conversation to review your Medicare coverage and its impact on your retirement budget.

Why should you revisit your Medicare benefits during open enrollment?

10/14/2026

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.

10/12/2026

💰 Money Tip Monday

A financial plan is more than an investment strategy. It's a roadmap for your life.

Many people focus on individual pieces of their finances, such as investments, retirement savings, insurance, taxes, or estate planning. But when these pieces aren't working together, important opportunities can be missed.

A comprehensive financial plan helps you:

✅ Align your money with your goals
✅ Prepare for life's unexpected events
✅ Make more informed tax decisions
✅ Stay on track for retirement
✅ Protect your family and legacy
✅ Feel more confident about your financial future

The most successful financial plans take a holistic view of your entire financial picture, helping every decision support the future you want to create.

Remember: Financial planning isn't just about growing wealth. It's about creating a strategy that helps you live the life you envision.

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Address

3000 Atrium Way, Ste 510
Mount Laurel, NJ
08054

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 7pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 7pm
Friday	8:30am - 4pm

Telephone

+18566692600

Website

http://www.ameripriseadvisors.com/eric.x.guggenheim

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