Working toward your long-term financial goals starts with making the next right move.
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.
Please join us in congratulating Michelle Gesik on her 20 year anniversary with Ameriprise Financial. We are so fortunate to have Michelle on the Mapmakers Team. She is wonderful to work with and is always doing her best for our clients. From October 2000 to today - Way to go, Michelle!
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Please let us know how we can help you and your family. We are here for you!
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Whenever possible, we enjoy being outside in the beautiful fall weather. Kelvin loves rock climbing. What adventures have you had lately?
If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about our practice. When you refer me via my website, they will receive an email with a link to where they can learn about what it’s like to work with me and reach out for a complimentary consultation, if they choose. I look forward to the opportunity to help your friend or family members achieve their financial goals. Your referrals are the highest compliment!
Whatever you do this weekend, Andrea's puppy Rooster, says "Do it with gusto!"
By now you have been reminded to vote, are aware of the November 3rd election and likely have questions about the impact of the outcome. Please register for our webinar (no cost or obligation) and learn "10 truths no matter who wins". See link on our events page. Your friends and family are welcome, too!
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Ameriprise Advisor
We love to offer our clients and their families opportunities to learn. Join us Tuesday, 10/27 for a webinar about the impact of the upcoming US presidential election. Pre-register via the link on our website.
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Ameriprise Advisor
Wondering what impact the upcoming election might have? Join us for a brief webinar on Tuesday, October 29th at 6:30pm. Register online via our link!
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Ameriprise Advisor
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
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
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
EXTRA EXTRA! Today is a milestone birthday for Erin Dwyer. Please help us wish her a fantastic 50th year!
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Several companies in our community, including Nike, have been experiencing layoffs. Should you, or someone you know, need help navigating a job transition, please reach out. Our team is experienced in helping professionals during challenging times.
https://www.ameripriseadvisors.com/team/mapmakers-financial/
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Is there someone in your life who may benefit from additional financial guidance? I'd be happy to connect with them and offer a complimentary consultation. I look forward to the opportunity to help your friend or family members achieve their financial goals.
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Erin Dwyer - Financial Advisor in Portland, OR | Ameriprise Financial
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.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Even the most successful professionals benefit from professional financial advice. Let’s talk. (503) 245- 5352 ext 101
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
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
