
Client Newsletter 1Q21
Dear Ambassador Family, I hope you enjoyed a Merry Christmas and a wonderful New Year! Our office is looking forward to what this new year will bring. Quick Recap of 2020 A quick glance at your December statement might give you the impression that 2020 was smooth sailing. Unfortunately, that was not the case. Do Read more ➝

What Should I Include in My New Year’s Resolution?
Happy New Year! We made it. If last year taught us anything, it’s the importance of being prepared. We can’t predict challenging years like 2020, but we can get our finances in order to guard against the next difficult season. What does that look like? For our clients, it’s designing a personalized, comprehensive Financial Plan Read more ➝

How can I develop financial discipline in my life?
“Don’t skip leg day!” We all know that one guy at the gym… He stands in front of the mirror and curls the biggest dumbbells, but never works out anything else. Picture his average-sized calves struggling to carry his ginormous biceps out the door. It’s pretty obvious that he’s not following a balanced workout routine. Read more ➝

How can I make meaningful resolutions that will help my family?
The holidays are over and Donna has yet to announce her “new year, new me” resolutions. Donna wants more than a good workout routine for her family; she wants to make sure they are financially secure. Can you relate? It’s not easy to make financial resolutions, but with the right plan, Donna (and you) can Read more ➝

How to Enjoy the Holidays Without Breaking the Bank
♪ It’s the most wonderful time of the year ♪ . . . but also the most expensive. Here are 5 simple tips that can help you stick to your budget and enjoy your holiday season. Host Thanksgiving on a Smart Budget Hosts can feel pressured to entertain their guests with the most lavish Thanksgiving Read more ➝