Kathryn Jacobs, Financial Advisor

11/02/2020

After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.

10/30/2020

Don’t forget to set your clocks back this weekend. What will you do with your extra hour?

10/30/2020

Soon this page will be moving! Please follow me, and all of our talented advisors and staff on our team page StrongBridge Wealth Advisors.

10/29/2020

Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.

10/27/2020 David Joy No movement on a new stimulus package last week left investors watching and waiting. Stocks fell slightly on the lack of movement, with the S&P 500® index losing 0.5 percent. That broke a string of three consecutive weekly gains and left the index roughly flat over the past two...

10/28/2020

Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.

10/26/2020

Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.

Understanding your retirement health care needs can help you maximize your Medicare benefits.

10/23/2020

Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.

10/19/2020

Do you have questions about Medicare? Attend our virtual presentation on Wednesday, October 28th at 5:00pm. Our seminar will guide you through the essentials of Medicare, including:
-An introduction to the program, its coverage and its costs
-The enrollment process, and where and how to start
-Coordinating Medicare benenfits with other forms of insurance
-The resources available to help individuals

Call 715-422-7604 or email [email protected] to reserve your spot.

https://www.ameripriseadvisors.com/team/strongbridge-wealth-advisors/events

10/19/2020

It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.

Amid a public health crisis and the ensuing financial fallout, open enrollment season is even more important this year.

10/15/2020

This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.

10/15/2020

Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.