Even in the most challenging of times, we can work together to help you navigate uncertainty.
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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What a difference a year makes! With or without the masks, we are thankful to be part of this great team, and for our neighbors and clients who support us every day – especially today on #GoodNeighborDay.
Wishing those who observe Yom Kippur a meaningful day and easy fast.
Then there were walls! Little by little, it’s all coming together and we are all very excited about moving into our new office space which will be by the end of October!
Keep checking in on our Facebook & LinkedIn pages, as we continue to post pics and updates of the big move!
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.
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. Be sure to practice protective behaviors, like creating strong passwords and using the online message center to communicate securely with us.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Do you have a fear of market roller-coaster rides? It’s understandable to be concerned, but don’t let short-term panic ruin your long-term plans. We can help ensure you have a plan in place that is driven by your goals and not your emotions. #NationalFinancialPlanningMonth
To all the teachers out there, especially our teacher clients...you know who you are, now more than ever we appreciate your commitment and dedication to teaching our children! #WorldTeachersDay
Consider five factors that could influence stock prices in the final quarter of 2020.
It's that kind of day on this rainy Friday! Stay safe and dry!
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 proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
Staying focused amidst uncertainty can help you reach your future financial goals. Not only during National Financial Planning Month, but all year round, we are here to help you stay on track!
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
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
It's National Estate Planning Week! 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. Do you have your ducks in a row?
T-minus two weeks to go before the big move! What a difference in just a few weeks! So much has been done in such a short time. This week our new office is being painted! We are all looking forward to moving in and for our clients to see it in person! Remember to stay tuned to our Facebook and LinkedIn pages to see the latest pics and updates!
Don't feel like taking that walk around the block or exercising at home? Over the last several months, so many of us were out walking, biking and exercising to make up for lost time at the gym or just to improve our overall health during this pandemic. Now, that the cooler days are upon us, some may be losing that "get up and go" to keep up their exercise routines. Here are some tips on how to stay motivated!
AARP.ORG
Finding the Motivation to Stay Fit During Coronavirus
Election Day is November 3rd but many like Robin (and Riley) have already gotten out to vote! Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Happy Monday! It's a new week with new goals. Let's do this!!
Thanks to the pandemic, Halloween is going to look a lot different this year. Some may be putting out a purple pumpkin, letting everyone know that their home is "Covid-free". Others may be leaving treats on the front stoop or locking up the house and turning off the lights! What creative ways will you be handling trick-or-treaters this year?
PEOPLE.COM
Halloween Isn't Canceled! Creative Ways to Celebrate Safely at Home This Year
“Friday is a day to finish your goals for the week. It is a day to celebrate that which you set out to accomplish at the beginning of the week.” —Byron Pulsifer
Flagship Wealth Planning updated their phone number.
Today is Election Day. Don't forget to vote!
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%.
CNBC.COM
Here are the new income tax brackets for 2021
Flagship Wealth Planning updated their address.
Wishing you a fun, safe and healthy Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
"Do one act of kindness each day of the year and change 365 lives" - Anthony D. Williams #WorldKindnessDay
Now that we are all moved into our new office suite, we thought it would be a good idea to put together a little video demonstration on how to find us!
Whether you enter the building through the back or through the beautiful front entrance, we look forward to seeing you!!
Happy Veterans Day, thank you all for your service!
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
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
It's going to be a gorgeous weekend! Hope you get out there and enjoy!
2020 has been a crazy year but at least November has proven to be the month for new beginnings! In addition to moving to our new office suite, our team has grown as well. We'd like to introduce Aron Mestel, who joins our team as a financial advisor with 16 years experience. We are happy to welcome Aron to the Flagship Wealth Planning family! In case you were wondering, behind the masks we are all smiling! :)
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
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
Unfortunately, Thanksgiving is not going to be as traditional as we all hoped it would be. But there are ways to keep it festive. How are you going to be celebrating this year?
REALSIMPLE.COM
How to Host Thanksgiving Safely This Year
We are thankful for our family and friends, but we are also so grateful for all of our clients and the relationships that we have built over time. We hope you have a very healthy, safe and happy Thanksgiving!
They say some of the world's best educators are grandparents. 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
As everyone prepares for a different type of Thanksgiving this year, one thing remains the same...there will be turkey and stuffing. To stuff or not to stuff though? That is the question! Which do you prefer?
REALSIMPLE.COM
7 Show-Stopping Stuffing Recipes That Prove Why It's the Most Essential Thanksgiving Side
Working toward your long-term financial goals starts with making the next right move.
As always, we are here to help!
We've had our day for giving thanks and days for great deals. Today's the day for helping others. How will you be giving back on this #GivingTuesday?
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals. As always, we are here to help!
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
On Pearl Harbor Remembrance Day, we take a moment to think of the brave men and women we lost on this day 79 years ago.
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
Who says kids can't have fun learning about money? Whether it's a piggy bank or a board game there are plenty of gift options that can help teach children the value of a dollar!
FINANCE.YAHOO.COM
9 awesome financial gifts for teaching kids about money
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
For #MotivationalMonday, remember challenges in life are what make and shape us. It's not always easy to stay positive but it's important to stay strong and stay the course.
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.
May your Hanukkah be filled with peace, joy and light.
Since Covid cases are on the rise again, we've enlisted our Flagship family pets to demonstrate the do's and don'ts of wearing a mask. Please remember to wear your mask and stay safe!
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
Apparently, today is International Bake Cookies Day! Are you baking for the holidays? If so, do you have a favorite recipe to share? Feel free to share on this post. The more treats the better!
REALSIMPLE.COM
93 Christmas Cookie Recipes for Absolutely Any Holiday Occasion
Snowstorms can be a nuisance for those that still have to go to work. But for those that get a snow day, it can be a lot of fun. Hoping you all are staying safe and warm and your children, grandchildren and fur-babies are having fun in the snow!
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
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
For #MotivationalMonday, remember challenges in life are what make and shape us. It's not always easy to stay positive but it's important to stay strong and stay the course.
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.
Wishing you a very Merry Christmas!
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Apparently, today is International Bake Cookies Day! Are you baking for the holidays? If so, do you have a favorite recipe to share? Feel free to share on this post. The more treats the better!
REALSIMPLE.COM
93 Christmas Cookie Recipes for Absolutely Any Holiday Occasion
Snowstorms can be a nuisance for those that still have to go to work. But for those that get a snow day, it can be a lot of fun. Hoping you all are staying safe and warm and your children, grandchildren and fur-babies are having fun in the snow!
Investors have been reminded of a few critical takeaways in 2020, including the value of diversification, the risk reduction value of bonds, and given enough time, stock prices tend to rise. What investment lessons did you learn this year? #AmeripriseResearch
HAPPY NEW YEAR!!! So long 2020!!
Best wishes to all for better days ahead in the new year!
Wishing you a very Merry Christmas!
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Apparently, today is International Bake Cookies Day! Are you baking for the holidays? If so, do you have a favorite recipe to share? Feel free to share on this post. The more treats the better!
REALSIMPLE.COM
93 Christmas Cookie Recipes for Absolutely Any Holiday Occasion
Snowstorms can be a nuisance for those that still have to go to work. But for those that get a snow day, it can be a lot of fun. Hoping you all are staying safe and warm and your children, grandchildren and fur-babies are having fun in the snow!
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. We can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
We all have the best intentions when we make our New Year resolutions. But most times (by the 2nd week) our resolutions fizzle out! Whether you're going to eat healthier, exercise more, or save more towards retirement, what ways are you going to make sure that you stick to the plan? #NewYearMotivation
MARKETWATCH.COM
How to keep your New Year’s resolutions, and not sabotage yourself
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
HAPPY NEW YEAR!!! So long 2020!!
Best wishes to all for better days ahead in the new year!
Wishing you a very Merry Christmas!
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half?!
Feel free to give us a call with any questions or concerns you may have about long term planning. As always, we are are here to help!
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
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. We can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
We all have the best intentions when we make our New Year resolutions. But most times (by the 2nd week) our resolutions fizzle out! Whether you're going to eat healthier, exercise more, or save more towards retirement, what ways are you going to make sure that you stick to the plan? #NewYearMotivation
MARKETWATCH.COM
How to keep your New Year’s resolutions, and not sabotage yourself
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
We know our Client Svc Specialist, Robin would love to retire in sunny, warm Florida! Where do you see yourself spending your golden years?
MONEY.COM
The Best Place in America to Live Your Longest Life
Hope you have a wonderful weekend!
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
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
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half?!
Feel free to give us a call with any questions or concerns you may have about long term planning. As always, we are are here to help!
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISEADVISORS.COM
Market and economic outlook
Today is Get to Know Your Customers Day! We’d like to take this opportunity to learn some more about our awesome followers and in turn we can share a little something about each one of us. Mark enjoys golf and Gerard loves to fly! Robin enjoys shopping and travel. Jen loves kayaking and arts & crafts while the newest member of our team, Aron is a car enthusiast! Share with us what’s your favorite food, hobby or sport! We'd love to learn something new! ?
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Everyone's favorite season will soon be here...Tax season! The IRS just announced the start date and it's a little later than usual. Tax returns will be accepted beginning February 12th. If you have any questions or concerns please feel free to give us a call. As always, we are here to help!
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
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
Here's an interesting read on healthy trends that came about in 2020 and may be here to stay. Not only do we care about your financial health but your physical and mental health as well! Feel free to share any exercise routines or healthy lifestyle tips that you feel you've benefited from!
AARP.ORG
5 Good Fitness and Health Trends From a Tough Year
Good morning and happy Monday! Yes, it's Monday already but it's a new day and the start of a new week for new goals!! #MondayMotivation
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
This year's big game may be different but one thing remains the same, our love for the food! Whether it's wings, nachos, heroes, we all look forward to the spread! What is your favorite food for the big game?
FOODANDWINE.COM
18 Essential Super Bowl Appetizers to Make This Weekend
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
We may not all be in the office physically but the Flagship team is up and running for business! Hope you are staying safe on this snowy blustery day!
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
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We're here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
Today is National Pizza Day! Do you have a favorite topping? Or, do you enjoy making homemade pizza, like our Client Service Manager, Jennifer?
Hope you enjoyed the snowy weekend! The conditions were perfect for Mark and his boys to enjoy some sledding! Even our fur-babies got out and enjoyed the winter wonderland! Reilly loves the snow and Louie got to wear his snow gear! Please share your wintry pics with us!
February is American Heart Month and today, February 5th is National Wear Red Day! So wear something red to show your support for women's heart health!
#NationalWearRedDay
#AmericanHeartMonth
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
This year's big game may be different but one thing remains the same, our love for the food! Whether it's wings, nachos, heroes, we all look forward to the spread! What is your favorite food for the big game?
FOODANDWINE.COM
18 Essential Super Bowl Appetizers to Make This Weekend
Here's an interesting article in Forbes explaining some common mistakes that many make when filing for Social Security. It's important to discuss your options with your advisor and plan a strategy that fits your financial plan. If you have any questions or concerns give us a call. As always, we are here to help!
FORBES.COM
7 Common And Costly Social Security Mistakes
Wishing you a lovely Valentine's Day!
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We're here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
Today is National Pizza Day! Do you have a favorite topping? Or, do you enjoy making homemade pizza, like our Client Service Manager, Jennifer?
It takes inner strength, courage, and dedication to reaching your goals whether they be financial or otherwise. #Monday Motivation
Today is Love your Dog day! Share with us a photo of your adorable furry family member! We love showing off our fur-babies!
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Here's an interesting article in Forbes explaining some common mistakes that many make when filing for Social Security. It's important to discuss your options with your advisor and plan a strategy that fits your financial plan. If you have any questions or concerns give us a call. As always, we are here to help!
FORBES.COM
7 Common And Costly Social Security Mistakes
Wishing you a lovely Valentine's Day!
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
I've learned over the years that when Charlie Munger speaks it behooves us to listen...
Great interview on the "gamifying" of online trading, why free trading isn't really free and everyone's favorite topic du jour - SPACs
CNBC.COM
Charlie Munger says novice investors are getting lured into a bubble in 'dirty way' by Robinhood
What future goal are you saving for? #AmericaSavesWeek
It takes inner strength, courage, and dedication to reaching your goals whether they be financial or otherwise. #Monday Motivation
We are very appreciative that we have such an awesome team! On this Employee Appreciation Day, please join us in thanking our dedicated team members for all they do.
When it comes to retirement, many people have preconceived notions. Let us help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Productive financial conversations with family start with a thoughtful plan. When you’re ready to start the conversation, let’s talk about your estate planning goals and the legacy you hope to leave.
MONEY.USNEWS.COM
Discussing Your Estate Plan With Your Children Is Critical. Here's How to Start
Happy March! There are 19 days to go until Spring begins...but who's counting?! lol
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
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
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
Do you find yourself saying you're tired often? Many of us do! Here's an interesting article explaining the difference between getting enough sleep and getting enough rest. We hope you're getting enough of both this weekend! :)
WWW-FORBES-COM.CDN.AMPPROJECT.ORG
This Is Why You’re So Exhausted; Here’s How To Fix It
We are very appreciative that we have such an awesome team! On this Employee Appreciation Day, please join us in thanking our dedicated team members for all they do.
Happy St Patrick's Day from all of us at Flagship Wealth Planning!
Identity theft is now the fastest-growing crime in the U.S. Learn who is most at risk. #identitytheft #identityprotection
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
Happy Pi Day! Which is YOUR favorite pie...apple, pumpkin, pecan or perhaps another?
Want to sweeten your financial life? Let’s talk about how to prioritize all the pieces of the pie to achieve your goals. #piday
Don't forget to spring ahead! Daylight saving time starts tomorrow, March 14th!
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
Ah Spring! As soon as that first warm day arrives, we open our windows and air out our homes after a long winter. Not only is it a great time to give the house a deep cleaning but also a great opportunity to "spring clean" your finances!
FINANCE.YAHOO.COM
What Not To Do When Spring Cleaning Your Finances
Spring has arrived! What’s your favorite part of the season?
The IRS is pushing back the Federal tax filing deadline one month to May 17, giving taxpayers more time to file Federal tax returns and settle bills. Let us know if you have any questions!
MARKETWATCH.COM
IRS: We’ll delay April 15 tax-filing deadline by one month — but there’s one caveat
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
Happy St Patrick's Day from all of us at Flagship Wealth Planning!
Identity theft is now the fastest-growing crime in the U.S. Learn who is most at risk. #identitytheft #identityprotection
