Staying focused amidst uncertainty can help you reach your future financial goals.
The S&P 500 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
Today’s the perfect time to make the next right step toward your long-term financial goals.
When you show up to lunch and you and your mother are wearing the same top 😳😂 Galin Wynn Crist Carol Wynn #likemotherlikedaughter
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision. Call us today, 386-677-9464.
AMERIPRISE.COM
Financial planning and investment advice during job transition
Fun Fact: Labor Day is the unofficial end of Hot Dog season. The National Hot Dog and Sausage Council says that between Memorial Day and Labor Day, Americans will eat 7 billion hot dogs. Have a wonderful Labor Day from our family to yours.
Working toward your long-term financial goals starts with making the next right move.
Even in the most challenging of times, we can work together to help you navigate uncertainty. We are here to help guide you. Call us today, 386-677-9464.
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Navigating uncertainty in today’s markets
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Call us today if we can be of help to you or someone you know, 386-677-9464 #nationalfinancialplanningmonth
Consider five factors that could influence stock prices in the final quarter of 2020.
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
Medicare enrollment can be difficult to navigate. In addition to being Certified Financial Planners, we are licensed Medicare representatives. We can review your options and help you plan for future health care costs. Call us today, 386-677-9464.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties. Erin Wynn Masters, CFP and Galin Wynn Crist, CFP are also licensed Medicare representatives. We look at the whole financial picture. Call us today! 386-677-9464
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Wynn Financial Group would like to wish our very own Galin Wynn Crist a very
Happy Birthday today! #lookingood #middlechild
Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. We are licensed Medicare representatives. Let’s connect to talk about how you can make the most of your benefits. Call us today, 386-677-9464
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Financial Guidance to Keep You on Track | Ameriprise Financial
Wynn Financial Group wishes everyone a wonderful Thanksgiving! #gratefulthankfulblessed
FRI, DEC 11
Taste of Greece
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?
Here’s to an upcoming year of health, wealth and happiness! Happy Holidays from Wynn Financial Group 🎄🎅🏻
Best wishes for a peaceful holiday season. Here's to an upcoming year of health, wealth and happiness.
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. Start the new year off prepared. Call us today, 386-677-9464.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. Call us today to make a plan, 386-677-9464.
Happy New Year! So long, 2020. Wynn Financial Group wishes you a wonderful year!
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk. 386-677-9464
AMERIPRISEADVISORS.COM
3 smart actions for the new year
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. Call us today 386-677-9464
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Join Us for a Virtual Presentation on the ECONOMIC and MARKET OUTLOOK
By Russell T Price, CFA Chief Economist from Ameriprise Financial.
Tuesday, 1/26/2021 @ 12:00
*click the link to register.
https://ampfadvisors.webex.com/ampfadvisors/onstage/g.php?MTID=eb164b783fe6c1e103602f355b4687f33
Wynn Financial Group would like to wish the oldest member of our group a very Happy Birthday! 🎉 Erin Wynn Masters Galin Wynn Crist Kirstin Wynn Moore
Join Us! Check out our website for upcoming virtual events! wynnfinancialgroup.com
Events Tab!
Our next virtual event “The Power of Feeling Your BEST!” is:
2/18 @ 6:00 pm
You can even click the link below to register now!
https://ampfadvisors.webex.com/ec3300/eventcenter/mobile/eventInfoMobile.do?siteurl=ampfadvisors&confID=181338287407906312&meetingKey=1469089478&backUrl=%2Fmw3300%2Fwireless%2Fmeetinglist.do%3Fsiteurl%3Dampfadvisors&t=a&MTID=e3f698405632cc1fa43e333d482105d7d&rnd=0.794976901463913&isIPADAsMobile=null&fromModernViewMobile=null.
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. Call us today, 386-677-9464
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
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
Wishing you a lovely Valentine’s Day! #loveisintheair #wewantchocolate
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too. Call us today, 386-677-9464
Even the most successful professionals benefit from professional financial advice. Let’s talk. Call us today, 386-677-9464.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation. Call us today, 386-677-9464.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
2 Minutes on Asset Allocation - What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Financial news and market insights - The Wynn Financial Group | Ameriprise Financial
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021. Call us today, 386-677-9464.
Join us for our next virtual event!
March 23rd at 5:30 pm
“Road to Recovery” Click link to register
https://ampfadvisors.webex.com/mw3300/mywebex/default.do?nomenu=true&siteurl=ampfadvisors&service=6&rnd=0.5361471111975512&main_url=https%3A%2F%2Fampfadvisors.webex.com%2Fec3300%2Feventcenter%2Fevent%2FeventAction.do%3FtheAction%3Ddetail%26%26%26EMK%3D4832534b00000004f385da4526513d1c7ebc1d5bd56bc5c20bdbd77b3195b1b28e43a3e82d7b56ee%26siteurl%3Dampfadvisors%26confViewID%3D183872465591614590%26encryptTicket%3DSDJTSwAAAATfEf3zeZYNpJQEfWoQe1b-ixrzZiW75aeIzRga2dU5pw2%26
We are proud to announce Erin Masters has been named to the Ameriprise Financial Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Erin’s deep commitment to serving our clients. Join us in congratulating Erin!
https://www.ameripriseadvisors.com/erin.masters/profile
AMERIPRISEADVISORS.COM
My financial planning approach - Erin Wynn Masters | Ameriprise Financial
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
