Our goal is to be a resource for guidance during all times, good and bad. Our office is hosting virtual meetings using Skype and phone appointments. We are here to discuss your questions/concerns and help you reach your goals. If you have something on your mind, please reach out.
If you are interested, please email me at blake.boyd@ampf.com or call our office at 417-881-9200.
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Morgan and I participated in the St. Jude Walk/Run Springfield this past weekend! Springfield was in the Top 20 cities this year when looking at total dollars raised!
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
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
Really interesting format for today's 'Payne's Valley Cup' match in Branson for the grand opening of Tiger Wood's first design on a public course!
http://www.msn.com/en-us/sports/golf/how-scoring-will-work-at-the-paynes-valley-cup-featuring-tiger-woods-on-tuesday/ar-BB19ik1p?ocid=ientp
MSN.COM
How scoring will work at the 'Payne's Valley Cup' featuring Tiger Woods on Tuesday
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
I got to tag along with my brother this past weekend for a fishing tournament. What a fun time!
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
For those of you with student loans, did you know that your monthly payment could be different than it was prior to the CARES Act? Follow the link or reach out if you have any questions!
STUDENTAID.GOV
Federal Student Aid
Happy New Year!! What are you looking forward to in 2021? I'll start, I'm getting married in a few short months!
What are a few places you hope to visit in 2021?
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, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
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
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?