I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
Let the hate motivate, and nothing else.
Don't leave money on the table! Year-end is a critical time for your financial & tax planning.
It's the most wonderful time every 4 years — Presidential election season! With Presidential & social media debates are aplenty, your job is to make sure you go out & vote!
My daughter's first high school soccer season has come to a close. So proud of her and her team. While they did not have any many wins as I am sure they hoped, she was a great teammate and played a couple of new positions this season. Learning, improving and growing are sometimes more important than winning.
"Politics aside, a true mark of leadership is when two opponents can meet beyond their differences and discover common ground. This is a great quote from the article:
""In this very dangerous time in our deeply polarized country, where people are increasingly distrustful and even disdainful of those who do not share their political views, Ginsburg’s instinctual determination to respect and engage with people on the “other side” is perhaps her most important lesson for us all.""
https://bit.ly/33UTtNZ"
USATODAY.COM
Opera, travel, food, law: The unlikely friendship of Ruth Bader Ginsburg and Antonin Scalia
Despite the ongoing debate about virtual learning and how to reopen schools, most Americans can agree on one thing -- children should be receiving a proper financial education. Sadly, it's not happening across the board. A good topic for parents to discuss with the PTA!
Apparently "Forest bathing" has proven medical benefits! Are you getting into nature more?
https://bit.ly/33gqu8w
GOODNEWSNETWORK.ORG
Americans Say COVID-19 Has Given Them a Newfound Appreciation of Nature - Good News Network
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
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%.
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
"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.
http://bit.ly/3a2jf64"
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
The way you start your morning sets the tone for the day. Make it good!
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
http://bit.ly/3nY2dv1
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
