Phillip B Jones - Ameriprise Financial Advisor

Private Wealth Advisor with Ameriprise Financial Services, LLC

Disclosure:

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Closing on a home purchase is one of the biggest transactions you’ll make. Learn how to identify the red flags associated with real estate wire fraud and how to prevent yourself from falling victim. https://t.co/EBSy0WbiVV

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Thinking of buying a new home? Consider these home-buying tips to help you go from house hunter to homeowner. https://t.co/tsSffwcQHe

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

While interest rates may ease this year, they will likely remain at elevated levels. Let’s connect if you’d like to discuss the opportunities outlined in this article. https://t.co/7i2Gr1bTsM

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

In March, we honor the contributions of American women who have made history, broken barriers and changed the country for the better. Happy Women’s History Month!

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

A tax refund can help you fast-track the path to your #financialgoals. Let’s connect if you want help strategizing the different ways you can leverage yours. https://t.co/Fc4Nq67fgX

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

You work hard to save for retirement. We can help you strategize how and when your retirement assets are taxed to help you keep more of your hard-earned savings. #TaxStrategy https://t.co/CcXG9wLxPM

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Happy Presidents' Day!

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Showing kindness to others, even in small ways, can make a big impact. What’s one #randomactsofkindness that has made a difference in your life?

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

It’s almost time for the big game! What’s your favorite part?
A. Football
B. Halftime show
C. Commercials
D. Food
E. All of the above

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Are you still paying for aged-care and saving for college at the same time? Contact us so we can help you navigate your situation and build a balanced portfolio. #FinancialPriorities

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Pass on financial values to your children with these age-appropriate tips. What lessons would you add to the list? https://t.co/W6GtP9OHSa

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Ameriprise Financial Chief Economist Russell Price weighs in on future economic growth prospects, 2024 recession odds, the health of the job market and more. https://t.co/ZX6Kcaw62L

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Having the right protection is an investment in your #financialfuture. Let’s talk about living beyond today and how decisions you make now determine how you and your loved ones will live later.

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Let’s discuss how to help safeguard your nest egg. You’ve worked too hard to let it go unprotected. #HaveAPlan

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Whether you’re starting a new business or looking to grow one you already own, managing the financial aspects can be a huge undertaking. We can help you develop a personalized #financialstrategy for your venture. https://t.co/yP1gFgLjXB

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

The start of the year is a great time to take a fresh look at your goals. Maybe your goals have changed, or you have a renewed sense of financial focus. Regardless of where you stand, we’re here to help. How are you planning to tackle your financial resolutions?

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

Are you struggling to pay for college, like so many Americans? Let’s discuss savings strategies that may help lessen the burden.

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

When you think about your overall financial picture, does it include protecting income and assets, tax efficient wealth accumulation, and the potential to leave a #legacy? It could. Let’s talk about our comprehensive approach to helping you feel more financially secure.

[Phillip B Jones - Ameriprise Financial Advisor @Muggsy19Phillip]

In honor of National Get Organized Month, let’s set up time to take a look at all aspects of your financial life – from your investments to your estate plan to your #retirement plan.