Let's plan for a brilliant future together.
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Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
We are excited to welcome Private Wealth Advisor, Mary Ann Saurino, and her clients to Skyeburst!
Join us for one of our upcoming Webinar Wednesdays at 12pm EST! RSVP to alexis.bouchard@ampf.com.
Find more upcoming events on our website: https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/events
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
CNN.COM
Wall Street could call the 2020 election before the media does
Wishing a very happy Skyeburst anniversary to one of our AWESOME financial advisors, Christine! Can't believe it's been 4 years!
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
You are invited to join us for a virtual presentation of Five Things to Know about Medicare!
Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise.
During this complimentary seminar, we’ll discuss:
- Medicare enrollment details and deadlines
- Considerations for managing your healthcare options and costs in retirement
Please let us know if you would like to attend. RSVP to Alexis @ alexis.bouchard@ampf.com. When you RSVP, Alexis will send WebEx information for joining the call.
Please feel free to invite your friends or family who may be interested in this topic. Just send us their name and email and we will forward them the meeting link!
Thank you!
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 birthday, Mary!
What did Mary want to be when she grew up? An equestrian! Mary rode horses growing up and would definitely place first in a Skyeburst competition!!
Amazing team event tonight! We made pesto burrata toast and Bolognese!!
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
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
One of the best gifts you can leave your family is a solid estate plan!
FOXBUSINESS.COM
5 estate planning disasters you'll want to avoid
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. Let us know if you have any questions!
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. Please let us know if you have any questions!
AMERIPRISEADVISORS.COM
Capital markets outlook
Happy birthday, Mike!
Here's a look at what Mike has been up to behind the scenes, working from home!
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
"Intern" Caroline, looking adorable in her Ameriprise hat! Happy February!
