Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
“Stand up like a mountain; have faith like a rock; love like an avalanche.”
– Bob Goff, author of Love Does
An aging U.S. population means that an increasing number of Americans will qualify for Medicare each year. The enrollment process itself can be complicated and confusing. Let’s connect to discuss the available options and resources.
The trend in U.S. equities remains firmly positive, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Stocks Rose for the Sixth Week in Seven. Will the Upward Trend Persist? | Ameriprise Newsroom
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
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Retirement checklist: Tips to help you organize and manage your finances
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
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Understanding retirement and taxes
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
October is Women’s Small Business Month. If you’re thinking about starting a business, we can help with financial tips and other considerations for getting your new venture off the ground.
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
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
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
Fried Chicken, Pizza, Hot Dogs, Chips, Onion Rings, Hamburgers, oh my!
Head out to your favorite fast food restaurants and indulge in your favorite fast food today, because its National Fast Food Day.
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
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact me to learn more. #financialwellness #blackfriday
It’s World Kindness Day. This is an awesome opportunity for us to do a random act of kindness today, tomorrow, and year round!
How will you pay it forward? I plan to pay for the coffee of the person behind be in the drive-thru. I always love when this happens to me! Even the smallest act of kindness can make a huge impact on those around us. #kindness
What are the benefits of an IRA? It depends on where you are in your journey towards retirement. Let's connect and make sure you’re maximizing your retirement savings options.
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A smart strategy for retirement income and taxes
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. I can help you benefit from tax diversification.
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How you can benefit from tax diversification
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
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5 factors that impact your retirement income
Get the personalized advice you need to envision and build a confident financial future.
What are your expectations for the markets in 2021?
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Financial news and market insights - Tatiana Dudek | Ameriprise Financial
One of my favorite non official holidays, National Chocolate Cake day!!
Perfect reason to bake one of my favorite desserts.
Do you have a favorite chocolate cake recipes?
