Vivien Balcker, CRPC

10/22/2026

If you have been putting off your breast cancer screening, this is your nudge. Memorial Health Hospitals has a 50 dollar mammogram offer in October for women over 40, and it is an easy step worth making time for.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/01/2026

🍂 Open Enrollment Is Here: Are You Making the Most of Your Benefits?
Open enrollment is more than just checking boxes. It's your annual opportunity to review your benefits and make choices that support your health, finances, and long-term goals.
Before enrollment deadlines arrive, take a few minutes to review these helpful resources:
✅ Open Enrollment Checklist Make sure you're reviewing all the important decisions before submitting your elections. 🔗 View the Checklist
✅ Which Health Plan Is Right for You? Compare deductibles, copays, provider networks, and Health Savings Account eligibility to help determine which option best fits your family's needs. 🔗 Compare Your Options
✅ The Triple Tax Advantage of an HSA Many people are surprised to learn that Health Savings Accounts offer: • Tax-deductible contributions • Tax-free growth • Tax-free withdrawals for qualified medical expenses
Learn why HSAs can be one of the most powerful tools in your financial plan. 🔗 Learn About HSAs
💡 Question for the group: What benefit election causes you the most uncertainty each year?
⬜ Choosing a health plan
⬜ HSA contributions
⬜ Life & disability insurance
⬜ Retirement plan contributions
⬜ Other
Comment below or send me a message. A few thoughtful decisions during open enrollment can have a meaningful impact on your financial future.

Make the tax benefits of an HSA work for you now and in retirement.

09/30/2026

Reminder to check your statements!

Don't live in autopilot.

09/27/2026

Nothing beats a night at the ballpark! Our team traded stocks for for homeruns while watching the Marlins take on the Braves. Great game, great company and even better memories!

09/24/2026

When you lose a loved one, especially someone who handle the finances, it can be very scary to make any changes.
Don't let anyone push you into anything you are not ready for..
You need to be heard, you have a voice.
Take time to grieve.
Put one step in front of the other.
You got this.

09/23/2026

All of us at Bertil Financial Group are thrilled to announce that our colleague, Vivien Balcker , has received the 2026 Five Star Wealth Manager award! Congratulations, Vivien , and thank you to all of our clients. www.VivienBalcker.com

Vivien Balcker is an Ameriprise Private Wealth Advisor serving the Ft Lauderdale, FL area. Get the personal financial advice you need to achieve your goals.

09/16/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

09/15/2026

Happy Grandparents Day!
Today, we celebrate the incredible grandparents whose love, wisdom, and unwavering support shape generations. Their stories inspire us, their lessons guide us, and their kindness leaves a legacy that lasts a lifetime. Thank you for being the heart of our families.

09/11/2026

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Vivien Balcker is an Ameriprise Private Wealth Advisor serving the Ft Lauderdale, FL area. Get the personal financial advice you need to achieve your goals.