Learn more about Robbin Duren, her practice & approach to financial planning.
Yesterday, was National 401(k) day, and while our focus was on other matters, we didn’t want this to go unnoticed. . .
Get the 411 on your 401k! With open enrollment coming up for many, it’s the ideal time to make sure you’re taking full advantage of your employer’s retirement plan – whether it’s a 401k, 403b, 457, or any other options you may have.
If you, or any of your co-workers, friends or family have any questions about your employer-sponsored plan, please do not hesitate to reach out for guidance from our team.
Our words are powerful. Choose wisely!
Here's what you can do today to help your favorite mom-and-pop shops:
1. Buy a gift card or buy services in advance
2. Shop over the phone or online
3. Order to-go
4. Share their updates on your social media
5. Leave a positive review
6. Start conversations on social media to rally the community!
We're in this together. Let's shop local and support small businesses!
Praying for the state of California and all those affected by the fires. It seems every year the fires are getting worse, what an unfortunate situation.
Happy National Dog Day!!!
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
CNBC.COM
Here are 3 things to keep in mind to handle market volatility
Politics aside, a true mark of leadership is when two opponents can meet beyond their differences and discover common ground. This is a great quote from the article:
"In this very dangerous time in our deeply polarized country, where people are increasingly distrustful and even disdainful of those who do not share their political views, Ginsburg’s instinctual determination to respect and engage with people on the “other side” is perhaps her most important lesson for us all."
https://bit.ly/33UTtNZ
USATODAY.COM
Opera, travel, food, law: The unlikely friendship of Ruth Bader Ginsburg and Antonin Scalia
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
https://bit.ly/2TcUpsf
KIPLINGER.COM
What to Do with Cash in a Low Interest Rate Environment | Kiplinger
Small business owners - another installment of the PPP Loan Forgiveness application has been released. Important information if you're a part of this program!
There are also talks about another round of PPP funding that may be available for select small businesses - stay tuned!
https://bit.ly/31sxw8B
FORBES.COM
A New PPP Forgiveness Application Is Out: What You Need To Know
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
https://www.verywellhealth.com/what-is-open-enrollment-1738755
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
"Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
https://bit.ly/32yp6x4"
"
With three major shopping holidays happening this weekend, we'd like to remind you that this year small businesses are struggling. Choosing to shop local goes a long way, especially during these times!"
"Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge"
We are forever grateful for your courage and dedication in protecting our nation. Happy Veterans Day!
"With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
https://cnb.cx/34UpPu0"
"While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY"
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
"How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
http://bit.ly/3nY2dv1"
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
It's incredible what we can do when we do it together. #helpyourneighbor
SCREENCAST.COM
SUPPORT LOCAL BUSINESSES AND NON PROFIT ORGANIZATIONS (1).png
Love > Hate. Happy MLK day!
