I am currently accepting new clients! If you or someone you care about is interested in a complimentary consultation, please take 2 minutes to follow this link, send me an email and we can set up an appointment that fits your schedule. I look forward to working with you!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Investors are optimistic about a potential stimulus deal, but remain concerned about a drawn out election following the first presidential debate.
CNBC.COM
Dow rebounds more than 300 points on stimulus hope to end first losing month since March
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
AMERIPRISEADVISORS.COM
5 key drivers for stocks in the near term
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on our homepage.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It’s not too late to reduce your 2020 tax bill. I can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
