Destiny Kunzig, Financial Advisor

06/20/2025

Stocks and bonds: What’s the optimal mix? While both can help grow your money, there are several important distinctions to consider. We can help you get started.

Understand the different types of assets that make up a well-rounded investment portfolio.

06/10/2025

How much should you save for retirement? Check out the retirement income calculator on my site to help you start planning. Let's connect to discuss steps to help you reach your saving goals.

Learn how Ameriprise Financial has helped clients feel confident about their financial futures for more than 125 years.

06/06/2025

Fifty-nine percent of eligible employees not participating in their employer’s 401(k) plan believed they were. Are you properly enrolled in your plan? Reach out to learn more about planning for retirement.

05/27/2025

Retirement planning isn’t only for those close to or in retirement. No matter your age or stage, we can provide advice to help you do more of what you love in retirement.

05/23/2025

What does your ideal retirement look like? I can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

See news articles and advice on financial planning and setting goals, from Destiny Kunzig Lozano in Wesley Chapel, FL.

05/13/2025

For many investors, creating an estate plan brings peace of mind, knowing that their loved ones are supported. When did you last review your plan? Let’s connect to help ensure your assets go exactly where you intend.

05/09/2025

Setting specific financial goals can help boost your financial confidence and increase your chances for success. What financial goals have you set for the new year?

04/29/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

04/25/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

04/15/2025

Multi-generational wealth planning may seem daunting, but the sooner you begin the better off your heirs will be. Let’s connect and begin outlining your goals.

04/01/2025

A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.

Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

03/28/2025

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. We can work with you and your tax professional to help you take advantage of the current tax code.

Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.