The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
As the season changes from summer to fall, what will the market forecast bring? Experts recommend considering five key drivers.
AMERIPRISEADVISORS.COM
5 key drivers for stocks in the near term
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
Today and every day, we voice our support for women’s rights, gender equality and a better future for girls.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
October is Women’s Small Business Month. If you’re thinking about starting a business, I can help with financial tips and other considerations for getting your new venture off the ground.
Put stock market conditions into perspective within a portfolio. In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. Watch on my homepage.
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Ameriprise Advisor
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Wishing you a safe, fun and spooky Halloween!
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
Annuities can be more useful than some investors realize. I am available to help consider how annuities could fit into your portfolio.
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Ameriprise Advisor
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. I can help you plan for both.
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
Keep an eye on the future with financial advice, focused on you.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
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.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
12/4 is National Cookie Day. What will you do to celebrate? You could support your favorite local bakery by picking up cookies or bake a batch with your family. What’s your favorite kind of cookie? I love chocolate chip!
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
How do you plan to give back on #GivingTuesday?
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
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’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
“Let your light shine today, and let your personality blossom, too. You don't have to be a people-pleaser, just a people-lover.” - Beth Moore, Living Proof Ministries
Whatever your post-retirement plans might include, my personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Best wishes for a peaceful holiday season.
How will you give back this holiday season?
What’s your favorite winter activity?
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Wishing you a very Merry Christmas!
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Best wishes for a peaceful holiday season.
How will you give back this holiday season?
What’s your favorite winter activity?
Happy New Year! So long, 2020.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Wishing you a very Merry Christmas!
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
Best wishes for a peaceful holiday season.
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
What could policy changes and the pandemic mean for your portfolio in the near term? Ameriprise market and economy experts summarize the current landscape.
AMERIPRISEADVISORS.COM
What's next for the U.S. economy and stock market?
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors
While the makeup of Congress remains uncertain, I believe it’s important to maintain pragmatism in this fluid environment. I remain committed to helping you navigate the near-term conditions.
AMERIPRISEADVISORS.COM
Policy implications: economy, markets and taxation
Happy New Year! So long, 2020.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
Being organized can save you time and money. What are you doing to get better organized this month?
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
What are your wellness goals for the new year?
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
Pay down debt or save? I can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
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.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
What are your wellness goals for the new year?
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I 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
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions for the new year
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
Pay down debt or save? I can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Are you engaged or newly married? I can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Wishing you a lovely Valentine’s Day!
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
February 9th is National Pizza Day! What’s your favorite pizza topping? (Cheese!) What’s your stance on pineapple on pizza? (Yes!) Anchovies, yea or nay? (eh) Vote on your favorite toppings in the comments.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
February 20th is Love Your Pet Day! Meet my cat Hagrid - who is too big to be allowed. He is my furry supervisor during work from home! Who is your furry supervisor? Please share his/her picture in the comments!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
Wishing you a lovely Valentine’s Day!
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
During #AmericaSavesWeek, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
February 20th is Love Your Pet Day! Meet my cat Hagrid - who is too big to be allowed. He is my furry supervisor during work from home! Who is your furry supervisor? Please share his/her picture in the comments!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
Today, 3/2 is #ReadAcrossAmericaDay! My favorite book is Pride and Prejudice by Jane Austin. The heroine follows her north star regardless of societal pressures. And Jane Austin is an awesome writer! What is one of your favorite books?
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Paying for college often involves a combination of savings, financial aid and loans. I can help you plan based on what’s right for your family’s goals and needs.
AMERIPRISE.COM
College savings plan and education savings plan
I recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth
3/14 is Pi Day! My favorite pie is French Silk because - well chocolate! What's your favorites?
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Because of the complex rules associated with the Social Security program, many retirees don’t realize they’re entitled to receive some benefits. I can help ensure you’re taking full advantage of the benefits you’ve earned.
AMERIPRISE.COM
3 tips to help you maximize your Social Security benefit amount
“I am content with what I have, little be it, or much.” - John Bunyan
Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.
AMERIPRISEADVISORS.COM
The impact of federal stimulus on bond portfolios
Wishing you much happiness on International Happiness Day!
How are you following your truth?
Happy St. Patrick’s Day!
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, I am here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
3/14 is Pi Day! My favorite pie is French Silk because - well chocolate! What's your favorites?
The IRS extended the federal tax filing deadline to May 17 for most regions of the country. Residents of Texas, Louisiana and Oklahoma have until June 15 to file. I can work with your tax professional to help ensure you’re ready.
USATODAY.COM
IRS tax deadline changes with income taxes and payments due May 17 to give taxpayers more time amid COVID
"Do not give, as many rich men do, like a hen that lays her eggs ...and then cackles." - Henry Ward Beecher
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future. #IWD2021
AMERIPRISEADVISORS.COM
4 financial considerations for women
Spring has sprung! What are you hoping to accomplish this season?
Wishing you much happiness on International Happiness Day!
How are you following your truth?
