Ameriprise Advisor

Joel Bird

CFP^®, BFA^™, CRPC^®, APMA^®

Private Wealth Advisor

President

Legacy Financial Partners

News & Featured Insights

Selecting only growth and value stocks may not work across all economic environments. Learn how a third choice can provide a protective middle ground. Read More »

Markets & Economy

The U.S. debt-to GDP ratio has been growing. Find the driving factors and what it could mean for investors. Read More »

Education & Career

529 plans may be a tax-advantaged way to save for post-secondary education. Learn about 529s and find out how you can use one to finance educational expenses. Read More »

Personal Finance & Investing

How to plant the seeds for returns when you don’t have the luxury of time. Read More »

Personal Finance & Investing

More parents are willing to delay retirement to pay for college. Learn how to keep retirement front and center while balancing other priorities. Read More »

Retirement

Consider five strategies to stay on track and bring your retirement dreams to life. Read More »

Insurance & Estate

Your 50s and 60s are a good time to revisit your life insurance strategy with your advisor. Read More »

Education & Career

Maintaining your children’s education fund & staying on track for retirement is a balancing act. Get tips on preparing a successful education savings strategy. Read More »

Joel Bird

News & Featured Insights

View more Insights

Growth and value aren’t your only options

Government debt and deficits: Crisis or concern?

Get an "A" in college savings: 529 plan features

3 tips for short-term investing

How to balance saving for retirement and college

5 ways to boost your retirement savings

Life insurance later in life: The benefits may surprise you

Get ahead of college debt now