Amanda Schneider, Financial Advisor with Raymond James
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General Information
Locality: West Union, Iowa
Phone: (563) 422-3851
Address: 105 E. Main St 52175 West Union, IA, US
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Financial Wellness is a goal that many have. This article sums up perfectly the steps to get there. I would like you to closely consider tip #4. In my role as an advisor, the one misstep I see most often is people trying to keep up with others. Once you start trying to keep up with the neighbors the slope gets slippery, and losing control of finances can come quickly. 'The feeling of enough is powerful. Learn to embrace it'
Are you familiar with Donor Advised Funds, or DAF for short? DAF's are a charitable savings account, that are becoming more commonly used amongst donors. Check out this article for more on the subject!
In the past year and a half, homebuyers have been facing bidding wars and limited homebuilder resources. How long will it continue?
Raymond James CIO Larry Adam predicts the economy should keep climbing at an above-trend economic pace through at least 2022. Let me know if you'd like to discuss what that means for your long-term plan and investment objectives.
Did you know that it is National 4-H Week? 4-H was a big part of my childhood, and provided many formative opportunities for growth throughout my time in the organization. I am looking forward to getting my girls involved in our local clubs once they hit 4th grade! I would encourage you to learn more about 4-H at 4-h.org. https://www.raymondjamesconnect.com/acObTB
Did you know our branch is accepting referrals? Our process includes sitting down and determining goals and finding the right fit for the client. If you know someone who would benefit from having a sit down conversation with our Advising Team, we would be honored to be introduced!
Most people tend to take a break after achieving a goal and unwittingly hit the pause button on their achievement cycle Here are some steps to continue the achievement cycle.
If you want to retire with $500,000, you'll need to invest about 9% of a salary of $35,000 starting in your 20s #retirement
Your #retirement dreams are yours alone and you should, of course, do what you can within your power to make those a reality. Here are some considerations on the costs of owning a second home.
I have been fortunate to have a mentor in almost every professional role I've had. I know my experience as a mentee has added to my professional tool belt. Did you know the mentor also benefits from a mentoring relationship? Read more on the topic here!
Things to know about today's market from Equity Portfolio & Technical Strategy Director Mike Gibbs.
Elkader was the place to be this weekend for the 2021 Antique Caterpillar Machinery Owners (ACMOC) show and C.J. Moyna & Son's 75th Anniversary! I had the pleasure of attending both as a volunteer as well as a spectator with my family. We had a great time! Congrats to C.J. Moyna & Sons on 75 years in business!
Football fans, reunite and rejoice! Join us to cheer on Tampa Bay's reigning champs as they play at Raymond James Stadium in Tampa, Florida. Take a look at what to expect: https://www.raymondjames.com/buccaneer-watch-party-2
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