In these uncertain times, I'm here to help you navigate today, stay focused on the future, and stay on track for tomorrow.
The changing of seasons is a good reminder to review your financial goals. What savings targets are you looking to hit this autumn? #fall #seasons #financialgoals #savings #cwagcares
Taking time to enjoy family is of utmost importance. It keeps us grounded and helps us prioritize everything in our lives as well as career. #familyfirst, #lovemygrandkids #blessed
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize. #401k #retirementplanning #investmentstrategies
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
Budgeting 101 isn’t just for young adults. Helping your employees get a handle on their daily expenses begins with understanding budgeting basics. We can help. #financialwellness, #budgeting101, #cwagcares
A tax-efficient strategy for retirement income may help your retirement savings last longer.
#tax-efficient #retirementincome #retirementsavings #CWAGCares
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
Sunday was International Day of the Girl! Just a reminder that you too can climb any mountain you decide to climb.
#internationaldayofthegirl #girlpower #goals #strength
Growing up I always heard from my Grandparents “red sky in the morning sailors take warning”. Not sure about that now, but it sure is a beautiful site!
#beauty #blessings #startthedayright
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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If you have health insurance enrollment before the year ends, we can help you select coverage options that are consistent with your needs and financial goals.
#healthinsurance #financialgoals #CWAGCares
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
#estateplanning #financialwellness #CWAGCares
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
#markets #fiscalstimulus #economy
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
#Election2020 #Vote
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
#economicgrowth #presidentialelection #economy
AMERIPRISEADVISORS.COM
Where is the economy headed?
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
#Medicare #openenrollment #CWAGCares
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
#President #Election2020 #MarketImpacts
AMERIPRISEADVISORS.COM
What's next for investors?
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
#Wealth #Experience #CWAGCares
Celebrate Small Business Saturday (11/28) by sharing some of your favorite small local businesses!
#SmallBusinessSaturday #CWAGCares
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
#Thankful #Grateful #Blessings #Family #Friends #CWAGCares
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
#Engaged #Marriage #Wedding #CWAGCares
AMERIPRISE.COM
Marriage and Finances
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
#2021RMDs #CWAGCares
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
#Happiness #Confidence #CWAGCares
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
