Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
9/28 is National Good Neighbor Day. You can express your gratitude for your neighbors and your community by sharing someone you’re grateful for. Our team member Lydia has been doing this by gifting neighbors bundles of produce from her garden. What are you doing for your neighbors?
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
In-person classes? Online? Hybrid? No matter what your fall semester will look like, here are some tips on how to make it more affordable.
USNEWS.COM
Smart Money Moves for College Students This Fall
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs.
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
You may have met some of us here at AIM, however, in the last couple years we have gained some new team members. We thought this would be a great opportunity to learn a little more about each person!
Each week we will spotlight a new person. For our first week, we would like to introduce our newest team member:
• Name:
Wesley Gene Upton
• Company Role:
Client Service Coordinator
• Favorite quote:
“You only live once….But if you live right, once is enough” -Mae West
• How long you have been with AIM:
2 Months
• How you would describe yourself in 5 words:
o Reliable
o Active
o Tenacious
o Patient
o Curious
• Something you love about working for AIM:
The comradery and dedication to serving others. The view from the office is not bad either…
• Top 3 favorite podcast/books:
o Open (Andre Agassi)
o Believe Me (JP Delaney)
o Freakonomics Radio (Podcast)
• What are the values that drive you?
I am driven by communication and human interaction. Building relationships is one of the strongest ways to cultivate happiness. I am also driven by growth, education, and challenge. I love pushing myself for greater development.
• Your favorite thing to do for fun:
I love being outdoors with friends and family. In my free time, you will find me out on my bike, on the tennis court, or possibly trying to find a body of water to escape to.
• Your favorite thing about your specific position at AIM:
Learning from some incredible minds while also being able to contribute my unique skillset. Everyone at AIM is so devoted to serving our clientele and the community around us. The positivity is infectious.
We are excited to expand our services to the special needs community.
Please contact our office if you or someone you know is part of this community, and aren’t sure of the government programs offered or the planning opportunities.
#specialneedsplanning #specialneeds
www.specialneedsanswers.com/special-needs-financial-planner/Ryan-Price/attId/12145/locId/4715
SPECIALNEEDSANSWERS.COM
Portland, Special Needs Financial Planner, Ryan Edmond Price CFP®, CLU®, ChFC®, CRPC®, AWMA®
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020!
