I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
The current conditions are a reminder that while momentum investing can be rewarding, it is not without risk.
NEWSROOM.AMERIPRISE.COM
Investors Grapple with the Unknowns During What Should be a ‘Season of Renewal’ | Ameriprise Newsroom
Amid low bond yields, how should you invest? In the 2020 Third Quarter Outlook from Ameriprise, Brian Erickson, Vice President of Fixed Income, delivers insights to help investors consider opportunities, navigate the conditions and mitigate risks.
"Having, first, gained all you can, and, secondly saved all you can, then give all you can." — John Wesley.
Are you using your prosperity to be generous?
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe.
FORBES.COM
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List