MICHAEL ELDRIDGE: My Approach

MICHAEL ELDRIDGE: My Approach

My Approach

To achieve your dreams, you need a plan. Our unique and collaborative Dream> Plan> Track> ^® approach to financial planning starts with your dreams, not just the numbers. More than a pie chart, asset allocation or product recommendations, our plans are carefully written and based on proven principles of financial planning. The plans break down complex topics into simple actions and provide recommendations for how to save, spend, invest and protect the things that are important to you. I will address your needs over time, and deliver recommendations in a written financial plan. It will be updated regularly and will provide you with information tailored specifically to your goals and dreams. We will track your progress on an ongoing basis against your plan, reviewing where you are, where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

Announcement: Eldridge Pushing to Add Financial Literacy to Curriculum

Announcement: Eldridge Pushing to Add Financial Literacy to Curriculum

Financial literacy legislation sponsored by State Senator Jamie Eldridge was heard by the Joint

Committee on Education earlier today. Senate Bill 204, “An Act Relative to Financial Literacy in Schools,”

would require that personal financial literacy added to school curriculum.

“Today’s youth are bombarded with a multitude of financial options and responsibilities at an increasingly young age,

yet many are ill-equipped to make informed decisions about financial matters," said Eldridge.

"By teaching children the financial education basics in school, we will help them make educated financial decisions in the future,

preventing future bankruptcies, foreclosures, and unmanageable debt.

“This is a result that’s good for society as well as for individuals,” Eldridge added.

“Over the long term, the investment we make in teaching children financial literacy now will help strengthen our economy and prevent future economic crises. “

The bill would require the Department of Elementary and Secondary Education (DESE) to develop standards and objectives for

personal financial literacy for grades K-12 in the mathematics curriculum. The curriculum would include information on loans, borrowing money,

interest, credit card debt, online commerce, rights and responsibilities of renting or buying a home, saving, investing and planning for retirement,

and banking and financial services.

MICHAEL ELDRIDGE: My Approach

http://www.ameripriseadvisors.com/mike.j.eldridge/profile/

To achieve your dreams, you need a plan.
Our unique and collaborative Dream> Plan> Track> ® approach to financial planning
starts with your dreams, not just the numbers.
More than a pie chart, asset allocation or product recommendations,
our plans are carefully written and based on proven principles of financial planning.
The plans break down complex topics into simple actions and provide recommendations for how to save,
spend, invest and protect the things that are important to you.
I will address your needs over time, and deliver recommendations in a written financial plan.
It will be updated regularly and will provide you with information tailored specifically to your goals and dreams.
We will track your progress on an ongoing basis against your plan, reviewing where you are,
where you need to be and what new developments in your life will affect your goals and make adjustments as needed.

Announcement: Eldridge Pushing to Add Financial Literacy to Curriculum

http://acton.patch.com/articles/announcement-eldridge-pushing-to-add-financial-literacy-to-curriculum

Financial literacy legislation sponsored by State Senator Jamie Eldridge was heard by the Joint
Committee on Education earlier today. Senate Bill 204, “An Act Relative to Financial Literacy in Schools,”
would require that personal financial literacy added to school curriculum.

“Today’s youth are bombarded with a multitude of financial options and responsibilities at an increasingly young age,
yet many are ill-equipped to make informed decisions about financial matters," said Eldridge.
"By teaching children the financial education basics in school, we will help them make educated financial decisions in the future,
preventing future bankruptcies, foreclosures, and unmanageable debt.

“This is a result that’s good for society as well as for individuals,” Eldridge added.
“Over the long term, the investment we make in teaching children financial literacy now will help strengthen our economy and prevent future economic crises. “

The bill would require the Department of Elementary and Secondary Education (DESE) to develop standards and objectives for
personal financial literacy for grades K-12 in the mathematics curriculum. The curriculum would include information on loans, borrowing money,
interest, credit card debt, online commerce, rights and responsibilities of renting or buying a home, saving, investing and planning for retirement,
and banking and financial services.