Please help us in congratulating Julie, one of our Financial Planning Assistants, who celebrated her two-year work anniversary at Cardinaux Wealth Advisors! We appreciate all of the work that Julie does for us, and has done for us, throughout the last two years. Thank you, Julie!
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
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
We were very excited to donate school supplies last week to help the Young Professionals Initiative (YPI) and United Way with their "Fill the Bus" Project. The school supplies donated will go to students in Caddo and Bossier Parishes to help them succeed in the classroom. #CardinauxCares
We are celebrating Jordon again this week, this time for his two-year work anniversary at Cardinaux! Please help us in congratulating Jordon, one of our Financial Planning Assistants, who is celebrating his two-year work anniversary at Cardinaux Wealth Advisors today! We appreciate all of the work that Jordon does for us, and has done for us, throughout the last two years. Thank you, Jordon!
Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
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
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
This is a reminder about our upcoming virtual seminar, "2020 US Presidential Election: Ten Truths No Matter Who Wins", on Tuesday, October 20th. For questions about the seminar, or to RSVP, please reach out to Lauren at lauren.prochaska@ampf.com or call our office. We look forward to "seeing" you virtually on Tuesday!
The Cardinaux team needs your help! We are hosting a food drive for the Food Bank of Northwest Louisiana from October 14th until November 20th. The Food Bank sorts, warehouses, and distributes food to over 150 non-profit organizations, shelters and churches in our seven-parish region, which includes Caddo, Bossier, Bienville, Claiborne, DeSoto, Red River, and Webster.
Stop by the office to drop off your food items, and we’ll be sure you leave with a cookie! Please see the attached flyer for a list of food items the Food Bank is asking for.
You can also donate money to the Food Bank of NLA by clicking on the link below.
www.foodbanknla.org/donate.html
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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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?
Congratulations to our amazing Operations Manager, Renisha Sanders, on being an honoree for the prestigious ATHENA International Leadership Award. This award will be presented to a man or woman who is honored for attaining professional excellence, engaged community service, and for actively assisting women in their achievement of professional excellence and leadership skills. We are so proud of you, Renisha!
GREATERSHREVEPORTCHAMBEROFCOMMERCEMAY282020.GROWTHZONEAPP.COM
30th Annual ATHENA Leadership Award Honorees Announced
As the Silverado Fire wildfire impacts the area, our thoughts are with our clients, their families and the community within the affected areas. Please stay safe.
Please stay safe. As Hurricane Zeta approaches, our thoughts are with everyone in the affected areas.
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Today we extend our most sincere thanks to all veterans—past, present, and future—who bravely serve our country. Today, and every day, we are thankful for your bravery, courage, and sacrifice.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Keep an eye on the future with financial advice, focused on you.
We are still collecting food donations for the Food Bank of Northwest Louisiana until Friday, November 20th! Thank you so much to all of our clients who have stopped by the office with a bag or two of food items. We need your help to fill up more boxes with food! Any amount donated is appreciated. For more information about our food drive, please call us at (318) 861-3521.
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
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
We want to give another big congratulations to Renisha, our Operations Manager, who was recognized for being an honoree for the Athena Award at the Athena Awards Luncheon yesterday. Renisha was one of only fourteen honorees who were nominated for the Athena Award. We are so proud of you, Renisha!
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
We would like to thank all of our clients who donated to our food drive for the Food Bank of Northwest Louisiana. We donated 348 pounds of food and $1,000 in monetary donations! We are so happy we could help out a great organization during this giving season!
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
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
Working toward your long-term financial goals starts with making the next right move.
Please join us in wishing Julie, one of our financial planning assistants, a very happy birthday! We hope you have an awesome day, Julie!
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
This is a reminder to RSVP by tomorrow afternoon for our Santa Brunch that is coming up on Saturday, December 5th! Stop by and have brunch, take a picture with Santa, and work on some crafts. You can call our office at (318) 861-3521 or email Lauren at lauren.prochaska@ampf.com to RSVP. We look forward to seeing you all there!
How will you give back this holiday season?
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
Wishing you a very Merry Christmas!
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Please join us in wishing Krystle, one of our Client Service Coordinators, a very happy birthday! We hope you had an awesome day, Krystle!
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
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A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Last Thursday, we said “goodbye” to one of our Client Service Coordinators, Kathy.
Kathy has been with our team for over 12 years, and while we are sad she is leaving us, we wish her the very best with her next steps!
Thank you for all you have done the past 12 years, Kathy!
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
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.
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
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.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Please note that our office will be closed today, January 18th, in observance of Martin Luther King, Jr. Day.
Today, we remember and honor the work of Dr. Martin Luther King Jr.
We will resume normal office hours on Tuesday, January 19th.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
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.
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.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Please note that our office will be closed today, January 18th, in observance of Martin Luther King, Jr. Day.
Today, we remember and honor the work of Dr. Martin Luther King Jr.
We will resume normal office hours on Tuesday, January 19th.
Happy National Girls and Women in Sports Day!
Every year, this celebration inspires girls and women to play and be active.
In honor of the 35th anniversary of this day, we're sending a very special shout-out to our own Lauren Prochaska!
Not only is she a former DePaul University Lady Blue Demon basketball player, she's currently an assistant coach for Centenary College of Louisiana's ladies' basketball team.
Cheers to all female athletes, past, present, and future!
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Please help us in wishing Mark a very happy birthday today! We celebrated with some of his favorite Italian cream cake. We hope you have an awesome day, Mark!
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.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
Happy National Girls and Women in Sports Day!
Every year, this celebration inspires girls and women to play and be active.
In honor of the 35th anniversary of this day, we're sending a very special shout-out to our own Lauren Prochaska!
Not only is she a former DePaul University Lady Blue Demon basketball player, she's currently an assistant coach for Centenary College of Louisiana's ladies' basketball team.
Cheers to all female athletes, past, present, and future!
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Please help us in wishing Mark a very happy birthday today! We celebrated with some of his favorite Italian cream cake. We hope you have an awesome day, Mark!
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.
Due to the threat of inclement weather, our office will be closed on Monday, February 15, 2021.
Our team will be working remotely and can still be reached virtually.
If you need immediate assistance, please contact our home office at (800) 862-7919.
Contingent upon weather conditions, we will return to the office on Tuesday, February 16th.
We hope you have a safe and warm rest of your weekend.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Please join us in wishing Victoria, our Executive Assistant, a very happy birthday! We were able to celebrate with some Bundt cakes this afternoon. We hope you had an awesome birthday, Victoria!
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
Happy National Girls and Women in Sports Day!
Every year, this celebration inspires girls and women to play and be active.
In honor of the 35th anniversary of this day, we're sending a very special shout-out to our own Lauren Prochaska!
Not only is she a former DePaul University Lady Blue Demon basketball player, she's currently an assistant coach for Centenary College of Louisiana's ladies' basketball team.
Cheers to all female athletes, past, present, and future!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
Our team remains committed to you. Considering the significant weather advisory underway in our area, please note the following:
-- In light of the inclement weather, our physical office building will remain closed until roadways are deemed safe for use.
-- Our team is working remotely, and we are here to support you. You can reach our team via phone at (318) 861-3521, e-mail or by e-mailing your advisor directly.
-- Most scheduled meetings are taking place as originally planned using a virtual format. Our team will connect with you directly should modifications be warranted.
When our office building is reopened, we will connect with you to provide an update.
Stay safe and warm!
Cardinaux Wealth Advisors’ team
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Due to the threat of inclement weather, our office will be closed on Monday, February 15, 2021.
Our team will be working remotely and can still be reached virtually.
If you need immediate assistance, please contact our home office at (800) 862-7919.
Contingent upon weather conditions, we will return to the office on Tuesday, February 16th.
We hope you have a safe and warm rest of your weekend.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
Our team remains committed to you. Considering the significant weather advisory underway in our area, please note the following:
-- In light of the inclement weather, our physical office building will remain closed until roadways are deemed safe for use.
-- Our team is working remotely, and we are here to support you. You can reach our team via phone at (318) 861-3521, e-mail or by e-mailing your advisor directly.
-- Most scheduled meetings are taking place as originally planned using a virtual format. Our team will connect with you directly should modifications be warranted.
When our office building is reopened, we will connect with you to provide an update.
Stay safe and warm!
Cardinaux Wealth Advisors’ team
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
We would like to remind our clients that filing your tax returns closer to the IRS filing deadline may prevent filing amended tax returns.
If you use the secure site on ameriprise.com, you can access your tax documents online – they will be available at the same time they are mailed.
Please call our office if you have any questions about tax documents.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
One of a kind financial advice for your one of a kind financial goals.
Happy International Women's Day! Today, we celebrate and acknowledge the accomplishments of women all over the world. We appreciate the work our Cardinaux women do for us not just today, but every day. Thank you, Cardinaux ladies!
Happy Friday from this "twinning" duo!
➡️ What are your plans for the weekend?
➡️ Tell us below. 😎
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
Please join us in welcoming Brittany to our Cardinaux team! In her role as a financial planning assistant, Brittany will serve as a client meeting liaison. When Brittany is not working at Cardinaux, she is a sports mom to her three children. We are so excited to have you on our team, Brittany!
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Together, we can work to envision your ideal financial future – and build it.
One of a kind financial advice for your one of a kind financial goals.
Happy International Women's Day! Today, we celebrate and acknowledge the accomplishments of women all over the world. We appreciate the work our Cardinaux women do for us not just today, but every day. Thank you, Cardinaux ladies!
Happy Friday from this "twinning" duo!
➡️ What are your plans for the weekend?
➡️ Tell us below. 😎
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Please join us in welcoming another team member, Dragan Matic, to our Cardinaux team! In his role as a financial planning assistant, Dragan will also serve as a client meeting liaison. When Dragan is not working at Cardinaux, he enjoys being physically active or learning about various subjects. We are so excited to have you on our team, Dragan!
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
Spring has sprung! What are you hoping to accomplish this season?
Please join us in welcoming Brittany to our Cardinaux team! In her role as a financial planning assistant, Brittany will serve as a client meeting liaison. When Brittany is not working at Cardinaux, she is a sports mom to her three children. We are so excited to have you on our team, Brittany!
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Wishing you much happiness on International Happiness Day!
This is a reminder about our virtual Market Update event that is taking place tomorrow, March 25th at 6:00pm CT. A WebEx link and dial-in phone number will be available tomorrow morning. If you have any questions about the virtual event, please call our office. We look forward to "seeing" you there virtually tomorrow!
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Please join us in welcoming another team member, Dragan Matic, to our Cardinaux team! In his role as a financial planning assistant, Dragan will also serve as a client meeting liaison. When Dragan is not working at Cardinaux, he enjoys being physically active or learning about various subjects. We are so excited to have you on our team, Dragan!
