Financial Planning Stories
02/09/2012
Michael Bonevento has been an Ameriprise financial advisor for 17 years, but the events on September 11, 2001 forever changed the way he approaches discussions about risk management with his clients. After the tragedy, he was approached by a number of families who were directly impacted and were experiencing severe financial strain as a result of their unexpected loss. This experience has led Bonevento to passionately encourage his clients to protect themselves and their families with adequate insurance as one of the most important parts of a financial plan.
01/12/2012
Financial planning is a complex process for most people, and it can be especially so for those who live in our country temporarily on special visas. When families in these circumstances seek financial advice, they require someone who understands the intricacies of their unique situation.An interest and educational background in economics and international studies helped land Rebecca Hall, a private wealth advisor with Ameriprise Financial, where she is today. Based in Washington D.C., Hall specializes in serving foreign nationals, like diplomats and employees of aid organizations. Her previous work at the World Bank helped familiarize her with the special needs of these clients, including how their residency status impacts their financial investments and taxes.
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12/07/2011
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Charitable giving is something that many people choose to incorporate into their New Year’s resolutions, but unfortunately many fail to plan for it financially and practically. According to Jeff Chaddock, a private wealth advisor with Ameriprise Financial, passing wealth to family and to philanthropic organizations is something that should be incorporated into people’s financial plans throughout a lifetime, especially for those with a high net worth.
08/09/2010
