Michael Perez, CFP, CRPC, APMA

In honor of #NationalFinancialPlanningMonth, log in to the secure site on ameriprise.com and track your progress towards your long-term financial goals.

For some, relocating in retirement is a long-term goal. But, before you move for better weather or to be closer to the grandkids, you should take the temperature of your budget and how taxes and the cost of living will have a lasting impact in your golden years.

Unexpected life events can significantly impact your retirement finances. Together, we can set a flexible financial plan that protects you as much as possible from surprises.

With each generation, people are starting to save for retirement sooner. Do you remember when you started?

Under a provision included in both Senate and House retirement bills, "catch-up contributions" would be expanded. See if you could benefit from this proposed change.

Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.

If you could retire anywhere in the U.S., which state would you choose and why?

Do you have the advice you need to unlock a secure financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

What should you do with your 401(k) when you switch jobs? Together, we can evaluate your options and determine what's best for your long-term plans.

We are pleased to announce that full-time Paraplanner and Servicing Associate Financial Advisor positions are available at Windsor Oak Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial, LLC in Atlanta. Seeking licensed candidates (or candidates with the capacity to attain licensing within 3 months), with prior industry experience. Remote work is a possibility for qualified candidates. Competitive compensation offered with comprehensive benefits. Contact our office to apply! www.windsoroakwealthmanagement.com

Some of our most challenging financial endeavors starting a business, saving for a child’s education, purchasing a home are most rewarding when we work toward them over time.