Jorge Ciprian Financial Advisor CFP APMA CRPC CRPS

01/03/2025

Have you checked your 401(k) so far this year? It may be time for a review. I can help you rebalance as needed. please contact [email protected] or 201-226-1780.

12/26/2024

How much should you save for retirement? Check out the retirement income calculator on my site to help you start planning. Let's connect to discuss steps to help you reach your saving goals. What are you waiting for - it's almost 2025.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

12/18/2024

I’m honored to announce I’ve received the 2024 Five Star Wealth Manager award. This award highlights wealth management professionals who provide excellent service to their clients. Thank you to my colleagues and clients who made this possible! https://bit.ly/3ZHy9IS

12/17/2024

Social Security benefits are an important part of your retirement income. Use this calculator to estimate how much you can expect to receive from Social Security. Please call Jorge Ciprian if you have any questions or for a free consultation. [email protected] / 201-226-1780

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

05/28/2024

From expense management to insurance underwriting, generative AI could automate many aspects of your financial life. But is this technology safe? Get tips on how to take advantage of AI’s benefits and protect yourself from the risks.
Contact Jorge Ciprian to learn more.

Safely take advantage of AI’s benefits and mitigate the potential risks.

05/23/2024

Will you have enough money to last you through retirement? There’s a common misconception that we need to be set up to save TO retirement instead of THROUGH retirement. Let’s chat about your retirement goals and current retirement savings plan. Do you know how much you will need for retirement? How long your money will last? Dream, plan, track is the key to success in planning for retirement. Contact Jorge Ciprian to get started - it's never too late.

05/21/2024

History shows that it’s rare for the US stock market to have consecutive negative annual returns. Despite recent challenges, it is important to stay committed to your plan. Have you talked to an advisor about your financial goals?

05/18/2024

We are proud to announce Jorge Ciprian has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Jorge Ciprian’s deep commitment to serving his clients. Join us in congratulating Jorge Ciprian.

05/16/2024

Are you missing out on 401(k) “freebies”? In this Wall Street Journal article, Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares the importance of getting your full employer-match. Find out how much you will need to retire. Do you have a plan in place? Contact Jorge Ciprian to find out.

Experts describe contributing to a 401(k) as “kind of a no-brainer.”

05/14/2024

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. Dream, plan, track is the key to success. Contact Jorge Ciprian to get started. It's never too late to start planning.

05/11/2024

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.