Mortgage rates....WOW! We continue to have client conversations regarding how low they are and whether clients should refinance and how much they should put down on purchases. If you need help with this decision, let us know.
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Wishing you and your loved ones a meaningful observance and an easy fast this Yom Kippur.
18 years in the business! This month I celebrate my working anniversary with Ameriprise. Something to think about, in 2002 the SANYO - SCP5300 became the first cell phone to be released in the USA with a built-in camera. WOW! We've come a long way since then. Wonder what the next 18 years will bring?
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
This week I've held two different meetings where we discussed successfully selling a business and buying into a partnership. What great opportunities for our clients!
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
Happy Boss's Day!
October is Women’s Small Business Month. If you’re thinking about starting a business, we can help with financial tips and other considerations for getting your new venture off the ground.
Are you scaling back your Thanksgiving 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
"For the first time in over 50 years, I DON'T have to make ice". My favorite client quote from a meeting this week. They just finished their kitchen renovation.
The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.
This month we have a client that turns 98 years old! Amazing! If you retire at age 60 and live until age 98, you have a strong possibility of living longer in retirement than as an adult working in your career.
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.
Great time on Friday sorting 12,000+ lbs of cabbage and other food at Philabundance for the Ameriprise National Day of Service!
REFINANCE! Almost 20 years in the business and I've never seen mortgage rates this low, just saying, might be worth considering. This came up in two meetings this week. Great financial decision for both clients.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Have you ever wondered what it would be like to run 100 miles? I've been watching some ultra-running videos recently and see some correlations between running that far and financial planning. For one, if you plan properly, you'll have a much BETTER journey. If you hire a coach, you'll probably finish QUICKER than if you didn't. If you buy cheap shoes and gear, you may NEVER finish.
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
It's that time of year again......TAX TIME! This will be an ongoing meeting topic over the next few months. If you're curious about your tax strategy or could use a review, we can help.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
