E/M/P Group, Wealth Management

04/13/2024

Post game snack…

04/13/2024

Beautiful night in the Sipp! Mid 70’s and clear !

01/31/2024

Due to new FINRA regulations I am not allowed to use my personal phone number ending in 1351. If you need to text me please use (601) 326-2035.

12/18/2023

Sending warm wishes to you and yours this holiday season!

12/17/2023

It’s been an eventful year for the stock market. As you look ahead to what’s next, I am here to help you review your investment strategy.

As an eventful year for equities ends, it’s worth reflecting on 2023’s highs and lows — so you can prepare for what’s ahead.

12/16/2023

If giving is a priority for you, consider the potential charitable and tax benefits of a qualified charitable distribution (QCD). I can help you weigh the pros and cons of this approach.

What is a qualified charitable distribution? And is it right for you? Learn about the benefits and requirements of a qualified charitable distribution.

12/15/2023

When it comes to saving for college, the earlier you begin planning the more financing options you’ll have. Consider these tips to help you get started.

5 considerations as you set your child’s education goal

12/14/2023

Sensational investing victories may be fun to read about. But trying to replicate such events in your own investment strategy can lead to inferior long-term investment outcomes. Instead, consider these three practices for better success.

Investing practices that can help set the stage for long-term success.

12/13/2023

529 plans aren’t just for college savings anymore. Learn how this powerful tool can help you save for tax-advantaged investing, education, estate planning and more.

Learn the ins and outs of 529 plans.

12/12/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

12/10/2023

Do you know where your retirement funds are and how to access them? Does your beneficiary? Keeping all your financial information in one place can relieve stress for both you and your loved ones. I can help you document and organize your information.

Discover how using a retirement planning checklist can help keep you organized. Speak with an Ameriprise financial advisor to help you prepare for your retirement.

12/09/2023

With the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few factors to consider if you’re planning to give a significant gift to loved ones or charities.

6 strategic factors to consider before you give.