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June 20, 2016

Is Your Estate Plan Missing this Important Element?

Do you have a will or trust document to distribute your assets after you pass away? If so, you may be one step ahead of many of your fellow Americans….

June 14, 2016

June Newsletter

This newsletter contains updates about the exciting changes taking place at Ambrose Financial, a fun crossword puzzle, and a delicious chicken recipe. Click to download the June newsletter!

June 6, 2016

2 Surprising Expenses that Could Sink Your Retirement

Is retirement on the horizon? If so, now may be the time to create your retirement budget. A budget is one of the most important financial documents you can have…

May 30, 2016

8 Questions to Ask About Your Annuity

Annuities can be a valuable part of your retirement plan, depending upon your personal goals. But they can also be confusing, with each type of annuity carrying a different balance…

May 23, 2016

4 Ways to Make the Most of a Windfall

If you’re like a lot of people, you have just received an income tax return. Or perhaps you got a work bonus, or some other unexpected windfall. You might even…

May 16, 2016

7 Steps to a Better Retirement

You know that saving for retirement is important, but if you’re like many American workers, you haven’t even gotten started! Or, perhaps you do have a retirement account through your…

May 9, 2016

May Newsletter

This month’s newsletter comes with a handy garage sale prep checklist, a challenging crossword puzzle, and a recipe for apricot scones. Click here to download and print! 

May 2, 2016

5 Retirement Mistakes to Avoid

When we talk to our clients about retirement planning, we often focus on what they should do. Together we set goals and establish sound savings strategies. But you could also…

April 25, 2016

Essential Social Security Facts for Retirees

You already know that Social Security will comprise an important part of your retirement income planning. But despite its importance, and the enormous size of the program, many retirees don’t…

April 18, 2016

April Newsletter

This month’s newsletter comes with a handy vehicle maintenance checklist, a challenging crossword puzzle, and a recipe for spicy hot potato soup. Click here to download and print!