Amy Treat

The Financial Advisors at StoneRidge Wealth Management are with, and securities offered through LPL Financial, Member SIPC.

[Amy Treat @StoneRidge_WM]

Do you know how to make a social impact with your investments? Read more now. https://t.co/eRJMWpBPAi

[Amy Treat @StoneRidge_WM]

What does the average American budget look like? We’ve created a fun interactive piece that lets you see how your own budget compares. Read more now. https://t.co/E0WSEM9WWK

[Amy Treat @StoneRidge_WM]

Was it worth it? How long before your gas savings makes up for the cost of that new hybrid? https://t.co/fq8icMEBma

[Amy Treat @StoneRidge_WM]

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap. https://t.co/sbhBpFHqu5

[Amy Treat @StoneRidge_WM]

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. https://t.co/puvEeOcDyK

[Amy Treat @StoneRidge_WM]

If you'd like to participate in emerging markets, what are your options? #EmergingMarkets https://t.co/OkFVLLzM3Y

[Amy Treat @StoneRidge_WM]

A disability could keep you from work and increase costs. How can you protect yourself? #DisabilityInsurance https://t.co/X8XkJOOHyS

[Amy Treat @StoneRidge_WM]

Are you prepared for a 20-year retirement? How women can consider their retirement strategy. https://t.co/88T9jxUfc5

[Amy Treat @StoneRidge_WM]

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt. #CreditCard https://t.co/4ees85meiH

[Amy Treat @StoneRidge_WM]

Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth https://t.co/zzXSOtJdfD

[Amy Treat @StoneRidge_WM]

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more: https://t.co/U8L4er9Vl0

[Amy Treat @StoneRidge_WM]

A few strategies that may help you maximize your Social Security income. #SocialSecurity #Retirement https://t.co/HCiWTkLNLd

[Amy Treat @StoneRidge_WM]

What did it take to become the richest man in Babylon? https://t.co/N2dMHexcCu

[Amy Treat @StoneRidge_WM]

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare https://t.co/HBn2IyQ7Iw

[Amy Treat @StoneRidge_WM]

Social host laws may make you responsible for underage drinking in your home, even if you are away. https://t.co/zY6z1k7Mx0

[Amy Treat @StoneRidge_WM]

Do your kids have the right stuff for college? #CollegePrep https://t.co/DGQYDKaY1W

[Amy Treat @StoneRidge_WM]

This message provides a look at how variable rates of return impact investors over time. https://t.co/N9Psqgyue6

[Amy Treat @StoneRidge_WM]

Are you worried about outliving your retirement savings? You are not alone. #RetirementSavings https://t.co/ir7eZ0JiJL

[Amy Treat @StoneRidge_WM]

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. https://t.co/BrMMhd5luz

[Amy Treat @StoneRidge_WM]

The #investments you’ve made in your life so far have helped prepare you for the future. We can help, too. https://t.co/Na6B8VBKhI