#flashbackfriday
Friday Team Meetings look a little different these days, but we still enjoy the time together and are grateful for the amazing technology we have!
Your safety is our priority, so join us on a Microsoft Teams meeting for your next review! Reach out to Kristel if you are ready to schedule.
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
#WellnessWednesday
Wellness not only describes your physical well being, but also your financial wellbeing! Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you!
Make sure to reach out to our Team with any questions!
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021. If you have any questions, reach out to Kristel to set up a call to discuss!
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Tips for this Tuesday:
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
One month away....Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties. Reach out to us with any questions!
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
#MarketMonday
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Leaving you with some words of wisdom for the weekend!
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Black Friday is around the corner!! This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year? Comment below with your own tips!
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Thanksgiving 2020 may look a little different this year. Are you scaling back your celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
#TuesdayTips
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates. Reach out to us with questions!
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
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!
November is the month of giving back! With such an unprecedented year, GRATITUDE helped us see what was there instead of what wasn’t - what matters most. Our Team came together to support charities that are near and dear to each of our hearts.
*Nayan & Jenny - Arizona Child Crisis Center
*Kristel - The Healing Chair
*Carl - Hospice of the Valley
*Steve - The Clearwater Free Clinic
*Kate - Rusty’s Angels
*Bryce - Tommy Nuñez Youth Foundation
As we continue through the end of the year, let’s be reminded to look outward into our communities more than ever!
From all of us at Silver Lining Wealth, we wish you a safe, fun and spooky Halloween! Share pictures with us in the comments below!
#TuesdayTip
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Reach out to us with any questions!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
#TuesdayTips
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them. Reach out to us to discuss more in depth!
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
All of us at Silver Lining Wealth are proud to announce our Ameriprise colleague, Chief Economist Russell Price, has been named Bloomberg’s top-ranked forecaster in the U.S. retail broker/dealer industry for four out of the last five years. His recognition reflects the dedication of our entire firm in supporting clients to achieve their financial goals. Congratulations, Russell!
What’s next for the U.S. economy??
Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year. Reach out to us with any questions!
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. Reach out to set up a call!
AMERIPRISEADVISORS.COM
New pandemic relief package
What are your financial goals for 2021? Looking forward to working together in 2021 and prioritizing your future!
