Even in the most challenging of times, we can work together to help you navigate uncertainty.
WED, SEP 30
Mortgage Refinance Webinar
You're INVITED!!
Join FuturePoint Wealth Advisors for a Special event!
Jeff Cordeiro, Mortgage Specialist, will discuss the current mortgage environment with historically low interest rates.
Register at the link below to reserve your spot.
https://ampfconferencingnh.webex.com/ampfconferencingnh/onstage/g.php?MTID=e128b087182732ad9ad24a28263bb4186
Blue sky as seen from Stan Leavitt's house.
It must be said, it has been a *very* welcomed sight!
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
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
Tomorrow’s success starts with today’s planning
Our very own Connie Weatherholt has just returned from a two week vacation.
Welcome back, Connie!
- Stan's grandson Emerson eating real ice cream for the first time. It was a big day!
Working toward your long-term financial goals starts with making the next right move.
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
Looking out the office window at Stan's house. Apparently, the chicken wanted a hug from Karen
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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WED, OCT 28 AT 4:00 PM PDT
10 Truths about the election no matter who wins
We're holding a special Webinar on the Election!
Alex Hayes, from Invesco, will talk about 10 Truths about the economy no matter who wins.
Please visit the website below to get more information and RSVP.
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events/
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
12 Costs of Owning a Cat | Kiplinger
Wishing you a safe, fun and spooky Halloween!
It's nice to see that even though my boys have been staring at a computer screen most of the day doing distance learning, I can still find them reading a book when I come out of my home office (where I was staring at a screen all day).
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
Stan wants to remind you that Daylight Savings ends this Sunday, November 1st.
Don't forget to make your clocks "Fall Back" an hour!
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
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How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
Another event is coming up! This one, presented by Neuberger Berman, will talk about how to put together an end-of-life guidebook for your loved ones.
You can register online by going to our website's Event tab, located below.
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events/
With this event a week away, you still have time to register and save your spot.
Everyone who registers will get a kit as a thank you for attending.
Just follow the link below
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events/
FuturePoint Wealth Advisors
November 2 at 11:58 AM ·
Another event is coming up! This one, presented by Neuberger Berman, will talk about how to put together an end-of-life guidebook for your loved ones.
You can register online by going to our website's Event tab, located below.
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events/
Helping you keep an eye on the future is what we do best.
Getting ready to send out our yearly missive.
Look for it next week!
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
WED, NOV 18 AT 4:00 PM PST
Family Love Letter
There is still time left to register for this event.
Check out the details and register by following the link below. Everyone who registers will receive a complimentary kit.
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events
WED, NOV 18 AT 4:00 PM PST
Family Love Letter
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.
Getting in the holiday spirit?
Our Client Service Associate, Nancy, has already decorated her mantle for Christmas.
How have you gotten ready for this holiday season? We would love to see your pictures!!
Event TODAY at 4pm PST!
We have a few more spots left, so reach out today to save your spot!
FuturePoint Wealth Advisors
November 2 at 11:58 AM ·
Another event is coming up! This one, presented by Neuberger Berman, will talk about how to put together an end-of-life guidebook for your loved ones.
You can register online by going to our website's Event tab, located below.
https://www.ameripriseadvisors.com/team/futurepoint-wealth-advisors/events/
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
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
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
"Never spend your money before you have earned it." —Thomas Jefferson.
Are your priorities in order when it comes to money management?
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
Stan and Karen spent the weekend decorating their tree.
How do you decorate your tree? We would love to see pictures!
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
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
Best wishes for a peaceful holiday season.
Connie and her husband are looking forward to Christmas.
Are you doing anything special?
The Pratt family hopes you all are having a wonderful holiday season!
Wishing you a very Merry Christmas!
Happy New Year! So long, 2020.
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
We have exciting events coming up! Take a look, and if you are interested, please reach out to samantha.barrett@ampf.com.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Being organized can save you time and money. What are you doing to get better organized this month?
What are your wellness goals for the new year?
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
We have a special webinar coming up next week presented by Fidelity on Health Care Costs in Retirement. Please visit the events tab on our website, www.futurepointwealth.com for more information.
Or, to reserve your spot, email samantha.barrett@ampf.com for the registration link.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
We have a special webinar coming up next week presented by Fidelity on Health Care Costs in Retirement. Please visit the events tab on our website, www.futurepointwealth.com for more information.
Or, to reserve your spot, email samantha.barrett@ampf.com for the registration link.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
It seems like my family is one of the few that didn't get a "Pandemic Puppy." Well, in case you're wondering, here's a good article reviewing the cost of getting one (and keeping it).
https://www.wsj.com/articles/what-that-pandemic-puppy-will-cost-you-11611342201?mod=hp_listc_pos2
WSJ.COM
What That Pandemic Puppy Will Cost You
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
We have a special webinar coming up next week presented by Fidelity on Health Care Costs in Retirement. Please visit the events tab on our website, www.futurepointwealth.com for more information.
Or, to reserve your spot, email samantha.barrett@ampf.com for the registration link.
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
Even the most successful professionals benefit from professional financial advice. Let’s talk.
It seems like my family is one of the few that didn't get a "Pandemic Puppy." Well, in case you're wondering, here's a good article reviewing the cost of getting one (and keeping it).
https://www.wsj.com/articles/what-that-pandemic-puppy-will-cost-you-11611342201?mod=hp_listc_pos2
WSJ.COM
What That Pandemic Puppy Will Cost You
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
Even the most successful professionals benefit from professional financial advice. Let’s talk.
It seems like my family is one of the few that didn't get a "Pandemic Puppy." Well, in case you're wondering, here's a good article reviewing the cost of getting one (and keeping it).
https://www.wsj.com/articles/what-that-pandemic-puppy-will-cost-you-11611342201?mod=hp_listc_pos2
WSJ.COM
What That Pandemic Puppy Will Cost You
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Wishing you a lovely Valentine’s Day!
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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!
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
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
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
Wishing you a lovely Valentine’s Day!
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72. <FOR TEAM PRACTICE USE ONLY – SEE NOTE. REMOVE BRACKETS BEFORE PUBLISHING>
AMERIPRISEADVISORS.COM
Early retirement tax strategies
What future goal are you saving for? #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
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
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
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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One of a kind financial advice for your one of a kind financial goals.
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72. <FOR TEAM PRACTICE USE ONLY – SEE NOTE. REMOVE BRACKETS BEFORE PUBLISHING>
AMERIPRISEADVISORS.COM
Early retirement tax strategies
What future goal are you saving for? #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
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
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
One of a kind financial advice for your one of a kind financial goals.
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72. <FOR TEAM PRACTICE USE ONLY – SEE NOTE. REMOVE BRACKETS BEFORE PUBLISHING>
AMERIPRISEADVISORS.COM
Early retirement tax strategies
What future goal are you saving for? #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
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Spring has sprung! What are you hoping to accomplish this season?
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
One of a kind financial advice for your one of a kind financial goals.
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72. <FOR TEAM PRACTICE USE ONLY – SEE NOTE. REMOVE BRACKETS BEFORE PUBLISHING>
AMERIPRISEADVISORS.COM
Early retirement tax strategies
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
There are a lot of strange things going on in the global and domestic economy... this is one of them...
https://www.wsj.com/articles/with-negative-rates-homeowners-in-europe-are-paid-to-borrow-11616664600?mod=hp_lead_pos4
WSJ.COM
With Negative Rates, Homeowners in Europe Are Paid to Borrow
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
Stock market declines are a natural—and often unnerving—part of investing, but there are ways you can stay invested with some protections. Let’s talk about ways to add confidence to your retirement planning.
Spring has sprung! What are you hoping to accomplish this season?
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
