Futures rise again as we monitor the president's health.
CNBC.COM
Dow futures rise 200 points as investors monitor Trump's health
$2,000,000
CNBC.COM
Here's what your monthly budget will look like if you retire with $2 million
Did you have this much saved by 40?
CNBC.COM
Here’s how much money you should have saved by age 40
Lower rates are making it challenging to find yield.
MONEY.COM
How Can Retirees Living Off Savings Succeed in Today's Low-Yield Environment?
Did you take advantage of the lower rates?
MONEY.COM
Procrastinators, It's Not Too Late to Refinance Your Mortgage and Save Thousands
Congratulations goes out to Tara for making the 2020 National Top Wealth Advisor Mom’s list!
The list recognizes women financial advisors with children in the home under the age of 21 who represent high levels of ethical standards, professionalism, and success in the business. The rankings are based on data provided by over 29000 of the nations advisors based on assets under management, industry experience, regulatory and compliance record and revenue produced for her firm.
We are all lucky to have you in our lives!
WORKINGMOTHER.COM
Working Mother and SHOOK Research's 2020 Top Wealth Advisor Moms
Chadwick Boseman passed without a will. Do you have your estate plan in place? Our team can meet with you and your estate planner to align your goals. Want to get started? Direct message us.
MARKETWATCH.COM
‘Black Panther’ star Chadwick Boseman didn’t have a will — like many Americans
Ray Dalio says, "Cash is Trash."
MARKETWATCH.COM
Think your nest egg is safe sitting in cash? Think again — billionaire investor explains where some of that money should go instead
Social Security saw a 1.3% Cost of Living Adjustment. Is there more to come?
CNBC.COM
3% Social Security boost? $1,200 stimulus checks? How to get needed money to seniors
Did you catch our webcast on the 2020 Election? See updates from our team and research department.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Is another stimulus plan on the horizon?
CNBC.COM
Senate to vote on $500 billion GOP coronavirus stimulus bill Wednesday
Burned out at home/work?
MARKETWATCH.COM
Pay cuts, long hours, at-home distractions: How to manage COVID work burnout
Ready...set....GO!
CNBC.COM
How real-time geolocation data could help your train run on time
Moderna's vaccine news has the Dow futures roaring to potentially all time highs!
CNBC.COM
Dow futures jump 500 points as Moderna says it has a highly effective Covid vaccine as well
#Medicare
CNBC.COM
Medicare Part B premiums will rise by 2.7% in 2021
Potential 401(K) changes might be on the horizon.
MONEY.COM
What Joe Biden's Tax Proposal Could Mean for Your 401(k)
What does it mean for you?
MONEY.COM
Joe Biden Is the President-Elect. Here's What It Means for Your Wallet
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
Can your iPhone get a virus?
MONEY.COM
Can iPhones Get Viruses?
Thinking of moving?
CNBC.COM
Americans are flocking to the suburbs — here's how much you need to earn to buy a house
Thinking of getting pet insurance?
MONEY.COM
Pet Insurance May Finally Get Easier and Cheaper to Buy
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
What is short selling? Read this.
CNBC.COM
Short selling: What it is, why it's risky and how the 'squeeze' happens
$$$ Cash rates continue to be at almost all time lows. It's important to have a cash reserve, but beyond that you want to think of your cash a tool. Are you putting that tool to use or is it sitting in the shed? Looking for cash ideas? Direct message or contact us and let's discuss.
