Aaron Piscia - Private Wealth Advisor at Ameriprise

11/22/2022

This week we remember what's important. Food, family, giving, thankfulness and more food!

09/15/2022

Depending on the source, about half of Americans know they should have a will but don't. Not surprising, since the process can be confusing and perhaps distressing. However, there are strategies to help us codify our wishes in a very practical sense.

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08/17/2022

I'm pleased to finally announce that I earned my CFP® certification after passing the exam in July. This was both a personal and professional goal of mine and I'm excited for the opportunities and enhanced value it will provide to my current and future clients.

The mission of the CFP Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

I intend to uphold the integrity of the CFP marks for years to come. Thank you to all who helped me along the way!

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06/08/2022

I am pleased to announce that today I officially completed the Putnam Entrepreneurial Leadership Program, a partner program offered by Babson College Executive Education.

The certification encompasses learnings on leadership, entrepreneurial ability, wealth management, and driving business growth.

The focus was on developing entrepreneurial skills to solve real-world business challenges faced by financial advisors to achieve successful client outcomes.

Thank you to and for this great opportunity!

05/19/2022

Inflation. It's making economic and market headlines, but its impacts are also very personal - retirees in particular are feeling the effects of rising healthcare costs. Learn how to prevent unexpected medical expenses from derailing your long-term plans.

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04/21/2022

One in three seniors will die with dementia. It's a sobering statistic, and when considered alongside increasing longevity, it's easy to see why planning for the potential impact of diminished capacity on your or a loved one's future finances is critical.

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04/14/2022

Volatility can be unnerving, even for seasoned investors. But asset allocation and diversification offer valuable protection. Let me know if you'd like to talk about your financial plan and how it's positioned to weather unexpected bumps.

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04/13/2022

Fear of Fed tightening is gripping markets, but it's important to keep things in perspective. Take a look at the impacts of rate hike cycles since 1984:

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03/21/2022

Retirement today lasts longer than ever before. But it's not just quantity that matters – it's quality, too. That's where eldercare specialists come in. Read on to explore the circle of care that can help ensure a fulfilling retirement.

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03/08/2022

The world's eyes – and those of the markets – are locked on Russia and Ukraine. Before making any rash financial moves, keep in mind that the S&P 500 has historically overcome even the most significant corrections.

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11/25/2021

Today is a day to recognize what we are grateful for. We want to thank our clients for their trust and partnership.

Have a wonderful Thanksgiving!

11/11/2021

Veterans Day is dedicated to all the men and women who have served this great nation. We are eternally grateful for your sacrifice.