5 Wise Principles
1. Spend less than you earn
2. Avoid Debt
3. Give Generously
4. Save for the unexpected
5. Set long-term goals
From the book “Never Enough?” by Ron Blue. Which principle will you integrate in your life today?
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Today is National Good Neighbor Day. During this pandemic I have gotten to know and appreciate my neighbors even more. We started gathering on our cul de sac Fridays at 5:00 for a Happy Hour with social distancing. I have learned a lot about my good neighbors, where they were born, how they met their spouse, and what was the best thing that happened to you this week.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
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
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on our homepage.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
We are collecting items for Bags of Love in Eugene this month and it is wonderful to see the many generous, kind, and caring clients drop off needed item.
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
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.
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
