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
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
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
How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise. I will be happy to answer any questions you might have regarding your risk call Cody Johnson at 920-731-1758
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
How are you progressing towards achieving your goals? I can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go. Call Cody Johnson at 920-731-1758 to schedule a meeting .
Even in the most challenging of times, we can work together to help you navigate uncertainty.
If you have health insurance enrollment before the year ends, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Financial wellness is good for employees but did you know it can help your business too? Talk to Cody Johnson at 920-731-1758 to learn how offering financial wellness can help you reach your benefits participation goals. #nationalfinancialplanningmonth
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Working toward your long-term financial goals starts with making the next right move.
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals. Call Cody Johnson at 920-731-1758 to schedule a video, phone or in office meeting.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
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 holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
It’s not too late to reduce your 2020 tax bill. I can work with your tax professional to implement smart tax strategies that could save you money. Call Cody Johnson at 920-731-1758 to scheduled a meeting.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
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
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
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
Get the personalized advice you need to envision and build a confident financial future.
