Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
Happy Birthday Lauren!! Lauren Cooper. Today we celebrate you and thanks to Debra for making your favorite pavlova!!
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Would you like a complimentary review of your retirement goal and see if you are on track? Call us today at 302-995-7526. We are here to help.
Staying focused amidst uncertainty can help you reach your future financial goals.
It’s Halloween time at Point to Point!! Stop by between 9-5 any day this week to pick up your contactless bag of treats for your kids/grandkids (but we won’t check to make sure they really get it wink wink). Hope to see you!!
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave. Call us if you have questions. Don't wait! (302) 995-7526
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Are you ready for the holidays? I know Thanksgiving is next week, but at Point To Point Wealth Planning we are already thinking about Christmas and Hanukkah! We just couldn't resist our second year sponsoring a tree through Delaware Hospice's annual event Festival of Trees. While there is not a live event this year to view the trees, they are all still beautifully decorated and online for your viewing pleasure. Click on the link below to view all the sponsored trees and you can even vote for your favorite! You may notice about 2/3 of the way down the page, our own "Milestones and Dreams" tree. We would love your vote!!!
https://give.delawarehospice.org/campaign/vote-for-your-favorite-senior-tree/c309716
In an effort to further improve your service with Point to Point Wealth Planning, we are excited to announce the addition of two new support members to our team!
Edwin Overvliet joins us as a Client Service Specialist. He comes to us from the Netherlands! Edwin came to the United States about 5 years ago. With his wife, Emily, and two daughters Lilly (2), and Olivia (3 months), they enjoy their weekends taking day trips to explore the area.
Edwin will be offering advisor support, client service, and back-office processing.
Karen Gebhart joins us as our Business Development Specialist. She is a life-long Delawarean and also the President of the Ladies Auxiliary for the Hockessin Fire Company. There she enjoys planning the many events they have as well as taking good care of the men and women protecting our community!
Karen will be responsible for scheduling and confirming appointments, as well as making sure forms are properly prepared and processed.
Please help us welcome our two new members of the Team! We look forward to you meeting them once our world opens up again!
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Working toward your long-term financial goals starts with making the next right move.
Very proud of our advisor Christopher Malmstrom - Ameriprise Financial Advisor, always giving back.
Christopher Malmstrom - Ameriprise Financial Advisor is with Kristina MacBury.
November 16 at 1:36 PM ·
Although life has changed for everyone during this pandemic, for some that change has been more dramatic. One such group are our educational professionals. Between having to learn new technology, trying to keep their students engaged virtually, and helping our children navigate the emotional toll of being shut away from their friends, our teachers, administrators and school staff are working harder than ever.
In order to let them know how much we all appreciate everything they're doing I provided lunch today for the staff at Sarah Pyle Academy. It's not much, but hopefully knowing that we value their efforts will help brighten their day.
Last night (and another tonight) was our annual “thank you” event where we appreciate our new clients and those that referred them. Due to Covid we weren't able to have the event in person, so instead we had a wonderful time learning to create a charcuterie board from Alice's Table. Thank you to all of you who trust us to help those who matter most to you!
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money? Did you know we offer a presentation "Raising Financially Aware Kids". We can host a virtual event for your group or live event once we are able. Call us today 302-995-7526.
Kids and money: 6 money management tips
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
