Grisak and Associates

Grisak and Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC
Disclosure: Insurance #0L51264

[Grisak and Associates @grisakandassoc]

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.

[Grisak and Associates @grisakandassoc]

Wishing you a happy, healthy and bright year ahead. Happy New Year!

[Grisak and Associates @grisakandassoc]

Wishing you and yours a wonderful holiday season!

[Grisak and Associates @grisakandassoc]

The first day of winter is here! What are you looking forward to this season?

[Grisak and Associates @grisakandassoc]

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/ewrMBilxCN

[Grisak and Associates @grisakandassoc]

Sending warm wishes to you and yours this holiday season!

[Grisak and Associates @grisakandassoc]

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.

[Grisak and Associates @grisakandassoc]

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

[Grisak and Associates @grisakandassoc]

The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close. https://t.co/XmUQBw5Amd

[Grisak and Associates @grisakandassoc]

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this #WorldKindnessDay?

[Grisak and Associates @grisakandassoc]

Thank you to the heroes who have served our country with courage and dedication. We are forever grateful.

[Grisak and Associates @grisakandassoc]

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

[Grisak and Associates @grisakandassoc]

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

[Grisak and Associates @grisakandassoc]

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

[Grisak and Associates @grisakandassoc]

Have a spooktacular Halloween full of sweets and treats! How are you celebrating the day?

[Grisak and Associates @grisakandassoc]

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

[Grisak and Associates @grisakandassoc]

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. https://t.co/M8YGAdl5va

[Grisak and Associates @grisakandassoc]

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

[Grisak and Associates @grisakandassoc]

Do you know the tax benefits of 401(k)s?
https://t.co/M8YGAdl5va

[Grisak and Associates @grisakandassoc]

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?