Bennett Whitlock

Private Wealth Advisor at Ameriprise Financial Services, LLC
Disclosure:
CA Insurance # 0F32105

[Bennett Whitlock @WhitlockWealth]

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.

[Bennett Whitlock @WhitlockWealth]

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead. #AmeripriseResearch https://t.co/SL2OidVaNK

[Bennett Whitlock @WhitlockWealth]

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.

[Bennett Whitlock @WhitlockWealth]

The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close. https://t.co/ghUYzdSJDe

[Bennett Whitlock @WhitlockWealth]

Wishing you a day of leisure and relaxing downtime. You’ve earned it! How are you spending the day?

[Bennett Whitlock @WhitlockWealth]

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you. https://t.co/Rox6hz7aS8

[Bennett Whitlock @WhitlockWealth]

We are privileged to have Eric Olson on our team. It takes a high level of skill and commitment to reach 43 years in this industry. Please join us in celebrating his special achievement! #WhitlockWealth #anniversary #longevity #team

[Bennett Whitlock @WhitlockWealth]

Summer is a great time to get started. What lessons would you add to the list? Let us know how we can help! Visit https://t.co/pTtdN0jAMU to learn more about our team of advisors. #WhitlockWealth #wellness #mindset #teach https://t.co/ve8AWr2gHW

[Bennett Whitlock @WhitlockWealth]

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

[Bennett Whitlock @WhitlockWealth]

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider. https://t.co/ciAdXXQx5b

[Bennett Whitlock @WhitlockWealth]

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

[Bennett Whitlock @WhitlockWealth]

It’s officially summertime! How are you celebrating the new season?

[Bennett Whitlock @WhitlockWealth]

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

[Bennett Whitlock @WhitlockWealth]

Join us tomorrow for our LIVE WEBINAR: The SECURE Act – 4 Key Considerations. This event is open to the public! Visit the Events page at https://t.co/pTtdN0jAMU to learn more. #WhitlockWealth #informed #secureact

https://t.co/zPq4zaShbF

[Bennett Whitlock @WhitlockWealth]

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.

[Bennett Whitlock @WhitlockWealth]

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

[Bennett Whitlock @WhitlockWealth]

Wishing all moms a beautiful day full of love. #WhitlockWealth

[Bennett Whitlock @WhitlockWealth]

Seven years! We would like to extend a heartfelt thank you to the PW Chamber, our partners, and our community for coming out to celebrate with us yesterday. #WhitlockWealth #CenterFuse #community #strengthinnumbers #deeproots #smallbusiness

[Bennett Whitlock @WhitlockWealth]

April 27 is Teach Your Children to Save Day. What tips do you have for teaching young adults the value of saving vs. spending? #WhitlockWealth