Kristen Hernandez, Ameriprise Financial Services, LLC

03/06/2024

Our team is growing! Please share if you or anyone you know is interested in joining our amazing private wealth advisory team. :)

Adelson Group is looking to hire an experienced client service specialist. This is a great opportunity to join and work for one of the top growing financial planning practices, and work as a team member of an independent advisory team of Ameriprise Financial. Responsibilities Client advocate providi...

01/08/2024

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

01/06/2024

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

01/03/2024

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

01/01/2024

Wishing you a happy, healthy and bright year ahead. Happy New Year!

12/29/2023

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y

12/27/2023

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

See which tax bracket you fall into and learn more about filing statuses and deductions.

12/24/2023

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

12/22/2023

Wishing you and yours a wonderful holiday season!

12/21/2023

The first day of winter is here! What are you looking forward to this season?

12/20/2023

Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.