Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
September is College Savings Month. Check out these resources if you have someone in your life with college ambitions.
MORNINGSTAR.COM
Morningstar's Guide to College Savings
September is Healthy Aging Month. What’s your secret for healthy aging? Is it an early bedtime, a healthy diet, regular exercise? Check out these tips:
HEALTHYAGING.NET
Celebrate September Healthy Aging Month by Reinventing Yourself Healthyaging.net
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Today is National Grandparents Day. Our Grandparents taught us how to save for our goals, that hard work pays off, and that simple things matter most. What are your favorite memories?
We Will Never Forget.
How will you choose to observe this day?
NATIONALDAYCALENDAR.COM
PATRIOT DAY AND NATIONAL DAY OF SERVICE AND REMEMBRANCE – September 11
Today is World Mental Health Day, and we want to remind you that it's essential to prioritize the mental well-being of you and your loved ones. For more information on warning signs and how you can help, check out https://www.nami.org/mhstats
NAMI.ORG
www.nami.org
October is National Financial Planning Month. Have you planned for your future?
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress. Call Foundation Wealth Advisors at 402.371.1074 to schedule a complimentary consultation with one of our advisors.
We are always looking at ways our team can better serve you! We have an entire team of experts in 3 locations to help you with the multi-faceted aspects of financial planning. Questions about your retirement plan? Call our office at 402.371.1074 to schedule a complimentary consultation with an advisor today.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Want to know how we can put your money to work for you? Call Foundation Wealth Advisors at 402.371.1074 to schedule a complimentary consultation with an advisor.
Today is International Coffee Day. What's your favorite way to enjoy a cup of Joe?
NATIONALTODAY.COM
INTERNATIONAL COFFEE DAY - October 1, 2020 | National Today
*Foundation Wealth Advisors Staff Spotlight*
Help us welcome Neisha to the FWA team!
Each month we feature an FWA staff member to give you the opportunity to learn a little more about us. The September Staff Spotlight belongs to Neisha Lutt.
Hometown: Sioux Falls, SD
Family: Married for 17 years, with a teenage girl and boy
FWA role: Started a little over a month ago as a Client Service Specialist, have been told the sky is the limit with learning here!
Hobbies: I enjoy decorating cakes for family and friends
Fun Fact: I was named after a woman my mom worked with. She said the only thing good about her was her name! She gave me her best friend's name for a middle name, Lynn, to balance it out ?
Favorites: Autumn is my favorite time of year, laughter is my favorite emotion, sunrise is my favorite time of day and vanilla anything is a favorite!
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. Call Foundation Wealth Advisors at 402.371.1074 to schedule a complimentary consultation with an advisor.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. Read more about it:
SSA.GOV
Cost-of-Living Adjustment (COLA) Information | SSA
This week is National Retirement Security Week. This is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Call Foundation Wealth Advisors at 402.371.1074 to schedule a complimentary consultation with an advisor to see how we can help you meet your retirement goals.
Happy Boss's Day! Our team shared some delicious cake, courtesy of our own Neisha Lutt, to celebrate this special guy. Darrin has put his heart and soul into this practice, and we are so lucky to have him as our fearless leader!
Who has been your favorite boss and why?
As the markets go up and down, staying focused on your long-term financial goals can help you reach them. To discuss your goals with a financial advisor, call Foundation Wealth Advisors at 402.371.1074.
**HELP DONATE TO OUR FOOD DRIVE!!**
Foundation Wealth Advisors is hosting a food drive this week. All items will be donated to the local food bank. Bring non-perishable items to one of our 3 locations from November 18 - 20, 10am - 2pm:
208 N 5th St Ste A, Norfolk
736 N Diers Ave, Grand Island
218 N Oakland Ave, Oakland
Call 402.371.1074 for more information.
"For I was hungry, and you fed me. I was thirsty, and you gave me drink. I was a stranger, and you invited me into your home." ~Matthew 25:35
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
"The brave men, living and dead, who struggled here, have consecrated it, far above our poor power to add or detract. The world will little note, nor long remember what we say here, but it can never forget what they did here." -- Abraham Lincoln
What beautiful weather for Election Day!
Did you get out and vote?
Wishing you a safe, fun and spooky Halloween!
We are proud to announce Eric Luber has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Eric's commitment to delivering excellent service and advice to our clients. Join us in congratulating Eric!
AMERIPRISEADVISORS.COM
Eric Luber - Financial Advisor in Norfolk, NE | Ameriprise Financial
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification. Call Foundation Wealth Advisors at 402.371.1074 to schedule an appointment with a member of our team.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
*Foundation Wealth Advisors Staff Spotlight*
Each month we feature an FWA staff member to give you the opportunity to learn a little more about our team. The January Staff Spotlight belongs to Judy Meier.
Hometown: Hoskins, NE
Family: Husband Scott and a son, Nathan
FWA Role: Client Service Specialist for 4 months now
Hobbies: Camping, any kind of word puzzles, gardening
Fun Fact: Terrified of heights, but loved mountain top zip-lining in the Great Smokey Mountains! Highly recommended!
Favorites: Beautiful Nebraska sunrises and sunsets, The Phantom of the Opera (has seen it twice at the Orpheum in Omaha), and popcorn (can't watch a movie without it!).
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year. Questions? Call Foundation Wealth Advisors at 402.371.1074 to speak with a member of our team.
AMERIPRISEADVISORS.COM
The economic outlook for 2021
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. Question? Call Foundation Wealth Advisors at 402.371.1074 to speak with a team member.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
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
