Tag: Family

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Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

Get To Know Our Private Wealth Advisor and Managing Director Ashley Lang, CRPC®, APMA® — Part 2 (Ep. 19)

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In our previous episode, we introduced you to Ashley Lang, a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

This week, we dive deeper into Ashley’s journey by navigating the team she works with (also known as her work family!)

Ashley discusses:

  • How she enjoys spending her time outside of work
  • Brief introductions of her team members — and how they contribute to the practice’s client experience
  • Reasons why more female professionals are actively seeking financial guidance
  • The biggest financial challenges she believes Americans might face in the future
  • And more!

Resources:

Connect with Ashley Lang:

Connect with Jonathan Kuttin:

About Our Guest:

Ashley Lang is a private wealth advisor and managing director at Kuttin Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC.

Ashley strongly believes that you are not just another face in the crowd. You are unique, and so are your financial goals. That’s why she cares and takes the time to understand what’s truly important to you. Ashley can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you.

With 18 years of experience, Ashley’s areas of focus include retirement planning strategies, investments, estate planning strategies, retirement plan distribution, wealth preservation strategies, and saving for education.

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How to Talk About Finances With Your Aging Parents (Ep. 16)

How to Talk About Finances With Your Aging Parents (Ep. 16)

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If you are approaching retirement, chances are you belong to the “sandwich generation,” where you have to simultaneously look after your children and assist your aging parents.

This might be the ideal time to discuss financial matters with your parents. In other words, it’s important to prepare for a time when your parents cannot take care of their finances anymore.

In this episode, Jon Kuttin, CRPC®, AAMS®, AWMA®, CMFC®, CRPS®, Private Wealth Advisor, shares tips to help you get the financial conversation started.

Jon discusses:

  • How to make it easier for your parents to accept the shift of power and financial control
  • Three things to keep in mind before initiating the financial conversation
  • Key action items after you’ve had the conversation
  • The benefits of involving a third-party professional (such as a financial advisor) in financial conversations with parents
  • And more!

Connect with Jonathan Kuttin:

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