“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
We are always evolving!
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Claiming Social Security at 62 can be a costly mistake, but fear of the program running out of money may push too many retirees to make this decision. Questions or concerns? Reach out to see what may make sense for your personal financial situation. #AmeripriseResearch
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Life is full of surprises. Are you protected from chance?
Today and every day, we voice our support for women’s rights, gender equality and a better future for girls.
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
Setting financial goals may seem daunting in times like these but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals.
Working toward your long-term financial goals starts with making the next right move.
2020 has been a year with unique challenges. When times are tough, self-care is even more important. What self-care routines have helped you this year?
Today’s the perfect time to make the next right step toward your long-term financial goals.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
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
As some of you are starting to notice, we have added another member to our office team. Sweet Ariel. Her favorite job duty is shredding. But she also likes trying to escape her office and drive Muffy crazy.
Annuities can be more useful than some investors realize. We are available to help consider how annuities could fit into your portfolio.
AMERIPRISEADVISORS.COM
5 annuity myths debunked
Whether you’re currently a caregiver or want to be prepared for the possibility, we can help you navigate the financial implications.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
It's National PIZZA day! We are having our favorite Village Inn.
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let us help with a #financialwellness plan.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Get the personalized advice you need to envision and build a confident financial future.
