Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Staying focused amidst uncertainty can help you reach your future financial goals.
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
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
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.
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.
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
On Social Security? A raise is on its way to you.
Also, if you or someone you know could benefit from an upcoming virtual event we are hosting on Social Security and Medicare, please reach out for a personal invitation. Scheduled for October 21st at noon. #knowledgeispower
https://www.ssa.gov/news/press/releases/2020/#10-2020-1
SSA.GOV
Press Release | Press Office | SSA
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?
I hope you can join us tomorrow @ noon for an informative webinar on Social Security & Medicare!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Please join us tomorrow for a special presentation:
Social Security & Medicare - Cornerstones of Retirement
DATE: Wednesday, October 21, 2020
TIME: 12:00 PM - 1:00 PM
During this presentation we will discuss:
· How Social Security benefits are calculated
· Social Security claiming strategies
· Taxes and Social Security benefits
· The ABCs of Medicare
Click below to register for this informative presentation!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
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
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Keep an eye on the future with financial advice, focused on you.
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
Working toward your long-term financial goals starts with making the next right move.
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Shopping local can really make an impact this holiday season. Ask us how we can work together to help keep our local business thriving.
On this Giving Tuesday, we supported our local food bank with a monetary donation. We look forward to when we can return to volunteer in the future.
Their work has been instrumental in helping families get the nutritious food they need. And the need has never been greater.
Who are you supporting today? #givingtuesday2020
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
How will you give back this holiday season?
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
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Best wishes for a peaceful holiday season.
Happy New Year! So long, 2020.
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
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Being organized can save you time and money. What are you doing to get better organized this month?
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
TUE, JAN 26 AT 4:00 PM EST
Aligning Your Financial Goals With Your Values
Curious about how you can make an impact using your investments 💸💰💵?
This is a powerful, growing area in the world of finance that we are approached about more and more.
Please join us for a virtual presentation on January 26th on how you CAN align your values with your financial goals. We would love to have you!
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
One example of how to make your #moneyworkharderandsmarter! Hope you can join me! DM me your email address for the link. ❤️
BeaconPoint Wealth Advisors
January 8 at 1:32 PM ·
Curious about how you can make an impact using your investments 💸💰💵?
This is a powerful, growing area in the world of finance that we are approached about more and more.
Please join us for a virtual presentation on January 26th on how you CAN align your values with your financial goals. We would love to have you!
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Get the personalized advice you need to envision and build a confident financial future.
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
One example of how to make your #moneyworkharderandsmarter! Hope you can join me! DM me your email address for the link. ❤️
BeaconPoint Wealth Advisors
January 8 at 1:32 PM ·
Curious about how you can make an impact using your investments 💸💰💵?
This is a powerful, growing area in the world of finance that we are approached about more and more.
Please join us for a virtual presentation on January 26th on how you CAN align your values with your financial goals. We would love to have you!
THU, FEB 18 AT 4:00 PM EST
Family Love Letter - How Every Family Can Prepare
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
THU, FEB 18 AT 4:00 PM EST
Family Love Letter - How Every Family Can Prepare
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Excited to be featured as a Leading Lady” in Providence Monthly & Hey Rhody!
https://heyrhody.com/stories/carrie-a-mcpherson-crps-cdfa,36569/p/stories/meet-the-leading-ladies-2021,36435
HEYRHODY.COM
Carrie A. McPherson, CRPS®, CDFA®
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
Wishing you a lovely Valentine’s Day!
Excited to be featured as a Leading Lady” in Providence Monthly & Hey Rhody!
https://heyrhody.com/stories/carrie-a-mcpherson-crps-cdfa,36569/p/stories/meet-the-leading-ladies-2021,36435
HEYRHODY.COM
Carrie A. McPherson, CRPS®, CDFA®
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
Wishing you a lovely Valentine’s Day!
One of a kind financial advice for your one of a kind financial goals.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Women face unique financial realities. No matter your situation, we are committed to helping you feel confident about your financial future. #IWD2021
AMERIPRISEADVISORS.COM
4 financial considerations for women
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! We are excited to be part of a distinguished list of public companies that share a dedication to supporting women in the workplace. #BloombergGEI https://bit.ly/3kOwZX2
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Together, we can work to envision your ideal financial future – and build it.
One of a kind financial advice for your one of a kind financial goals.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Women face unique financial realities. No matter your situation, we are committed to helping you feel confident about your financial future. #IWD2021
AMERIPRISEADVISORS.COM
4 financial considerations for women
Spring has sprung! What are you hoping to accomplish this season?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Together, we can work to envision your ideal financial future – and build it.
One of a kind financial advice for your one of a kind financial goals.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
