If it’s been a year or more since you last reviewed your life insurance coverage, now is a great time to ensure it still meets your needs.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall? Sharon's is Football games and pumpkins!
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools. If you haven't tried them or have any questions, please let us know.
Wishing you a safe, fun and relaxing Labor Day!
We are all excited to support Habitat in 2 weeks!
Habitat for Humanity of Dane County
September 4 at 10:44 AM ·
T-shirts have arrived for Habitat’s fourth annual Executive Women’s Build later this month! We are excited to have executive-level leaders working alongside (and socially distanced with) future Habitat homeowners.
A special thank you to our sponsors Eventus Wealth Advisors, CG Schmidt, Inc., Dave Jones, Inc., Maly Roofing, Hallman Lindsay Paints, and National Guardian Life Insurance Company!
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
Working toward your long-term financial goals starts with making the next right move.
Thank you to everyone who attended the Long Term Care Seminar last evening. If you couldn't attend and would like more information, please let us know.
Our next seminar is in November 17th at 10:00 AM and will cover estate and end of life planning! Watch for more information
Today’s the perfect time to make the next right step toward your long-term financial goals.
Dean is getting used to being a big brother. Who could resist cuddling little Jake?
Sarah and Joe welcomed their second son into the world last week! Both mother and baby are doing well, and everyone's getting used to being a family of four now.
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
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
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.
It’s World Kindness Day. It has been a tough year for many people both mentally and physically. Share any acts of kindness you’ve witnessed, benefited from or performed in the past year - from buying a coffee for a stranger to helping someone who’s car broke down to volunteering your time to help those in need.
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. Thank you to all our clients and family who have served!
Eventus staff families includes many cats! Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
13 Costs of Owning a Cat | Kiplinger
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
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. Sharon loved playing monopoly as a child! What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
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
