This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
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
Budgeting has many benefits, and millennials need all the help they can get. Let’s connect to make sure you or the young adults in your life have a solid plan in place.
KIPLINGER.COM
To Take Back Control of Their Finances, Millennials Need to Embrace the ‘B’ Word | Kiplinger
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
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
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.
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
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
Happy #VeteransDay to all of the brave men and women who have served our Country. Thank you for your service!
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Wishing you a safe, fun and spooky Halloween!
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
All of us at Aria Financial Group are excited to announce that we are recipients of the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Aria Financial Group team and the great experience we work so hard to provide for our clients every day. Thanks for your support! https://www.ameripriseadvisors.com/andrew.barkley/financial-advice-team
AMERIPRISEADVISORS.COM
Financial advisory team - Andrew Barkley | Ameriprise Financial
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
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
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
