Zack Sommerfield enjoying some Fall soccer! Go Zack!!
Zack Sommerfield beginning his day in 3rd grade!
Our team has worked around the clock to make sure that communication and planning increased over the last couple of months. We feel that all of our conversations, even if they were tough at the time, were necessary to make sure that long term plans and goals continued to be the focus. We would like to actually increase the number of conversations that we are having, and we look at this stock market bounce as an opportunity to reassess. Please reach out to us and schedule a “reassessment” phone call. Please feel free to have friends and family members, who may not be part of the Clipper City Family, contact us (410 308 6108 or bhoffman@ampf.com) about a new perspective or plan going forward.
Ben and Keating enjoying a summer evening on the deck.
Zack Sommerfield car washing on a beautiful Spring day!
Heather puts Abby to work at the Sommerfield Car Wash!
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
Zack and Abby Sommerfield having some fun in the snow!
Zack and Abby Sommerfield enjoying the first snow of the year!
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
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
AMERIPRISE.COM
What's your giving path?
https://www.cnbc.com/2020/11/23/eloon-musk-jeff-bezos-bill-gates-warren-buffett-above-average-traits-of-successful-people.html?__source=iosappshare%7Ccom.apple.UIKit.activity.Mail
CNBC.COM
If you want to be successful, adopt these 5 traits of above average people like Jeff Bezos and Bill Gates
