Peter Chung - Ameriprise FA

03/21/2025

Exciting news: I received the 2024 Ameriprise Client Experience Award! This recognition highlights my commitment to outstanding client care, service and personalized advice. Thank you for your support. https://bit.ly/41GXF1Q

02/14/2025

Happy Valentine’s Day! May your day be filled with happiness and love. How are you planning to create meaningful connections today?

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/01/2025

Wishing you a new year filled with health, wealth and happiness. Happy 2025!

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

11/28/2024

Wishing you and your loved ones a Happy Thanksgiving. What are you thankful for this year?

11/11/2024

This Veterans Day, we express our gratitude to all those who have served our country, including our friends, clients, family and colleagues. Thank for your service and sacrifice.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.

10/17/2024

Medicare open enrollment is October 15-December 7. Choosing your coverage is a complex but important decision. Use this great Medicare guide to help you understand the program and the choices available. We can then connect to weigh your options and decide what’s best for you.

09/02/2024

Wishing you a safe, fun and relaxing Labor Day.

07/04/2024

Happy Independence Day, America! How will you celebrate this Fourth of July?