Weighing the numerous college payment options can be complex – especially given today’s low interest rates. From federal loans to financial aid, here are some tips for navigating the process.
CNBC.COM
Student loans may be needed now more than ever. Here's how to navigate the options
College students and young adults are increasingly concerned about their financial future – and the impact the pandemic may have. If there’s a young adult in your life who could use financial guidance, let’s connect.
CNBC.COM
Due to pandemic, more than 13 million college students are worried about their financial future: study
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Protect your loved ones and your assets. Let’s talk about your estate planning goals and the legacy you hope to leave.
9/28 is National Good Neighbor Day. You can express your gratitude for your neighbors and your community by sharing someone you’re grateful for.
These three investment strategies can help you manage your long-term risk. Talk to me to review your approach.
AMERIPRISE.COM
Strategies to help reduce investment risk
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
AMERIPRISE.COM
Understanding retirement and taxes
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most.
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
“Selfless love is always costly; fear can't afford it; pride doesn't understand it and friends never forget it.”
– Bob Goff, author of Love Does
#motivationalmonday “You have not lived today until you have done something for someone who can never repay you.”
– John Bunyan
What will you offer today?
Mortgage rates have hit record lows. Is now the time to refinance? Ask yourself these five questions —and connect with us to discuss your options.
FORBES.COM
5 Simple Steps To Determine If You Should Refinance When Mortgage Rates Are Low.
#motivationalmonday “Stand up like a mountain; have faith like a rock; love like an avalanche.”
– Bob Goff, author of Love Does
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
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?
AMERIPRISE.COM
Kids and money: 6 money management tips
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
