Jay Hoffmeister is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Bradenton, FL and the surrounding communities.
7
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
Read More >
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
Read More >
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
Read More >
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
Read More >
Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
Read More >
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
Read More >
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
Read More >
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
