Let's plan for a brilliant future together.
skyeburstwealth.com
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We are excited to welcome Private Wealth Advisor, Mary Ann Saurino, and her clients to Skyeburst!
Join us for one of our upcoming Webinar Wednesdays at 12pm EST! RSVP to alexis.bouchard@ampf.com.
Find more upcoming events on our website: https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/events
Wishing Lucia a happy Skyeburst anniversary! Her positivity is infectious!
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
Consider five factors that could influence stock prices in the final quarter of 2020.
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Happy Skyeburst anniversary to Christine! She adds so much value to our team of advisors!
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
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
You are invited to join us for a virtual presentation of Five Things to Know about Medicare!
Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise.
During this complimentary seminar, we’ll discuss:
- Medicare enrollment details and deadlines
- Considerations for managing your healthcare options and costs in retirement
Please let us know if you would like to attend. RSVP to Alexis @ alexis.bouchard@ampf.com. When you RSVP, Alexis will send WebEx information for joining the call.
Please feel free to invite your friends or family who may be interested in this topic. Just send us their name and email and we will forward them the meeting link!
Thank you!
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
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 proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Time is On Your Side!
Legal File #3281104
Katie O'Connell
A day in the life of a Skyeburst intern! We couldn’t do it without you, Caroline!!
We are so excited to welcome former Superstar Intern and recent Northeastern University grad, Mary Incera, to the Skyeburst team as a Financial Planning Assistant!!
Happy 6th Skyeburst anniversary to both Judy and Leslie! We couldn't do what we do without these awesome ladies!
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry!
THANK YOU Veterans!
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
Happy birthday, Mary!
What did Mary want to be when she grew up? An equestrian! Mary rode horses growing up and would definitely place first in a Skyeburst competition!!
Amazing team event tonight! We made pesto burrata toast and Bolognese!!
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
One of the best gifts you can leave your family is a solid estate plan!
FOXBUSINESS.COM
5 estate planning disasters you'll want to avoid
Wishing a very happy Thanksgiving to our clients and their families!
It's been a challenging year, to say the least! But there is still so much to celebrate... What are you most thankful for this year?
Many of us have to scale back our Thanksgiving celebrations this year... Here are some awesome tips for hosting an easy Thanksgiving dinner for your family!
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Happy birthday, Alex!
What did Alex want to be when he grew up? An archaeologist! This job might be even cooler than Financial Advisor... It's never too late for a career change, Alex!
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Donating to a favorite charity this holiday season?
Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations!!
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
Many of us are doing our holiday shopping online this year! Increases in online shopping usually lead to increases in online fraud attempts... Take a look at the article below for helpful tips to protect yourself!!
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
It’s not too late to save on your 2020 taxes. We can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Happy birthday, Jill!
What did Jill want to be when she grew up? A florist! We love this look on Jill, however, working HR at Skyeburst and being a mom of 4 might make it difficult to take on another job!
Please join us in congratulating Cheryl on her APMA designation!! She is one hard worker, adored by our team and our clients!
Take a look at these helpful tipping tips for the holiday season!
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
Happy birthday, Jaime!
What did Jaime want to be when she grew up? A Veterinarian! Jaime loves animals, especially her adorable French Bulldog, Hank!
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
Happy first night of Hanukkah! Enjoy!
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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2020 has been a challenging year, but there is still plenty to be thankful for!
From all of us at SWM, Happy Holidays!
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
Wishing you and your family a very Merry Christmas!
Happy birthday, Kevin!
What did Kevin want to be when he grew up? A comedian! He may not be on stage but he ALWAYS keeps our team laughing!!
We really missed wrapping presents this year!! But we are happy we were still able to safely send gifts to our friends at Wonderfund MA!!
Skyeburst Wealth Management is with Katie O'Connell and 4 others.
December 4, 2019 at 10:20 AM ·
Santa’s helpers! 🌲⛄️
Wonderfund MA
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Mark & Mike have been with our team for 1 year but with Ameriprise for many years! Happy anniversary!
Happy Skyeburst Anniversary, Emily! Can't believe it's been 7 years!
Happy 2021, from all of us at Skyeburst!
Anyone else glad 2020 is over? Phew!
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, we would be glad to help!
AMERIPRISEADVISORS.COM
New pandemic relief package
We have another future intern!! 💙
Daniel Marean and his family welcomed a sweet baby boy this week! How cute is little Parker?!
Take a look at the link below for valuable tax preparation information and mailing dates! You can find many tax resources on our website. Let us know if you have any questions!
https://www.ameriprise.com/financial-goals-priorities/taxes
Join us for one of our upcoming Webinar Wednesdays! RSVP to alexis.bouchard@ampf.com.
Find more upcoming events on our website: https://www.ameripriseadvisors.com/.../skyeburst.../events
Here's what you can expect from markets in 2021! Let us know if you have any questions.
AMERIPRISEADVISORS.COM
Capital markets outlook
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. Keep calm during volatility, and reach out to us if you have questions or concerns!
George paying VERY close attention to our team meeting! 🐶
We love our furry Skyeburst interns!
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe. This is so important!
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Did you know that if investors missed the 10 best days in the past 20 years, their S&P 500 returns would have been cut in half!? WOW!!
Please reach out to us if you have questions or concerns regarding long term investing.
Happy birthday, Jerry!
Here's a look at what Jerry's been up to behind the scenes, working from home!
Happy National #FinancialWellness month! January is a great time to take a close look at your financial health, and visualize both your short term and long term goals.
Here are some example goals you can aim for! Let us know if you'd like to meet and review.
Inflation is likely to ramp-up over the next few months due to weak year-over-year comparisons and a rebound in demand that has been limited by virus conditions. Inflation pressures should start to subside in the second half of the year. #AmeripriseResearch
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
George paying VERY close attention to our team meeting! 🐶
We love our furry Skyeburst interns!
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe. This is so important!
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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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
Rowan isn't quite as interested in the AFC Championship game when the Pats aren't playing... We agree with him!!
Who are you rooting for tonight?
Happy birthday, Drew!
Here's a look at what Drew's been up to behind the scenes, working from home!
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
Please let us know if you have any questions!
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
Advisor Spotlight: Dan Wilson.
Get to know the man behind the advice! #AmeripriseAdvisor
https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/
AMERIPRISEADVISORS.COM
Advisor Spotlight: Dan Wilson
Join us for one of our upcoming Webinar Wednesdays! RSVP to alexis.bouchard@ampf.com.
Find more upcoming events on our website: https://www.ameripriseadvisors.com/.../skyeburst.../events
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade?
Check out this extremely informative brochure and let us know if you have any questions.
IMAGES.CONTENT.WMPSMKTG.COM
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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
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. Let us know if you have any questions!
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. Please let us know if you have any questions!
AMERIPRISEADVISORS.COM
Capital markets outlook
Happy birthday, Mike!
Here's a look at what Mike has been up to behind the scenes, working from home!
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
"Intern" Caroline, looking adorable in her Ameriprise hat! Happy February!
Congratulations to Dan Wilson, who has been named to the Forbes Best-in-State Wealth Advisors list for the 4th year in a row! All of us at Skyeburst are so proud to work alongside Dan and call him our leader!
https://www.ameripriseadvisors.com/daniel.t.wilson/profile
Happy birthday, Erin!
Here's a look at what Erin has been up to behind the scenes, working from home!
Ideas for lowering your tax bill! Let us know if you have any questions.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Happy birthday, Alexis!
Here's a look at what Alexis has been up to behind the scenes, working from home!
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families!
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
Finley hopes you have a wonderful Valentine's Day!
Congratulations to Dan Wilson, who has been named to the Forbes Best-in-State Wealth Advisors list for the 4th year in a row! All of us at Skyeburst are so proud to work alongside Dan and call him our leader!
https://www.ameripriseadvisors.com/daniel.t.wilson/profile
Happy birthday, Erin!
Here's a look at what Erin has been up to behind the scenes, working from home!
Ideas for lowering your tax bill! Let us know if you have any questions.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Investment Specialist, Kevin Plodzik, explains dollar-cost averaging and the importance of starting early!
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Congratulations to Paul on 11 years with Skyeburst AND for making the Five Star Wealth Manager list 7 years running!!
https://www.ameripriseadvisors.com/paul.a.romano
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Happy birthday, Josh!
Here's a look at what Josh has been up to behind the scenes, working from home!
Today is #LoveYourPetDay! We are obsessed with our furry Skyeburst friends!
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks. Please let us know if you have any questions!
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
Congratulations to Deb on 3 years with Skyeburst!!
Happy birthday, Lucia!
Here's a look at what Lucia has been up to behind the scenes, working from home!
Investment Specialist, Kevin Plodzik, explains dollar-cost averaging and the importance of starting early!
#3447785
Congratulations to Paul on 11 years with Skyeburst AND for making the Five Star Wealth Manager list 7 years running!!
https://www.ameripriseadvisors.com/paul.a.romano
Happy 4th Skyeburst anniversary, Josh!
Thank you to all of our wonderful clients for making this recognition possible. We love what we do because of you!
https://www.ameripriseadvisors.com/daniel.t.wilson/profile
Happy birthday, Deb!
Here's a look at what Deb has been up to behind the scenes, working from home!
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Private Wealth Advisor, Jackie Blau, talks DEBT!
Make sure you watch until the end...
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Home prices are sky high, rates are rising, and demand is far exceeding supply... It's a tough time to be a prospective buyer. Let us know if you have questions!
CNBC.COM
The housing market stands at a tipping point after a stunningly successful year during the pandemic
Please join us for a special webinar on Thursday, March 25 at 4:00 p.m. ET. Ameriprise will be hosting a WebEx event featuring Dr. Darryl Grigg, Ed.D. Registered Psychologist, and William F. “Ted” Truscott, Chief Executive Officer, from Columbia Threadneedle Investments. They will share their perspectives on the impact the pandemic has had on relationships and opportunities this year.
Register for the event on our website below! Please contact Alexis @ alexis.bouchard@ampf.com with any questions.
AMERIPRISEADVISORS.COM
Financial seminars and events - Skyeburst Wealth Management | Ameriprise Financial
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life? Let us know if you have questions!
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
Some games can help teach your kids basic money management!
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Happy #InternationalWomensDay to the many female faces of Skyeburst!!
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Take a look at the article below and let us know if you have questions!
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
The IRS plans to push back the tax filing deadline about one month to May 17, giving taxpayers more time to file tax returns and settle bills. Let us know if you have any questions!
FOXBUSINESS.COM
IRS planning to delay tax filing deadline until May
Hank hopes you have a wonderful St. Patrick's Day!! How are you celebrating?
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Let us know if you have questions about the new stimulus package!
AMERIPRISEADVISORS.COM
Pandemic relief recap
Stock prices face headwinds amid rising rates and inflation fears. Global Market Strategist Anthony Saglimbene sums up conditions and considerations in the below article... Please let us know if you have any questions!
AMERIPRISEADVISORS.COM
Skyeburst Wealth Management - Auburndale, MA | Ameriprise Financial
Financial Advisor, Christine DelBrocco, discusses risk!
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The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Take a look at the article below and let us know if you have questions!
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
The IRS plans to push back the tax filing deadline about one month to May 17, giving taxpayers more time to file tax returns and settle bills. Let us know if you have any questions!
FOXBUSINESS.COM
IRS planning to delay tax filing deadline until May
