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
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
As the weather cools down, it's an excellent time to explore the beauty in our own backyards. Team member Calise snapped a photo of these hurricane lilies, which grow wild in her yard.
Here's a great opportunity to help support people facing hunger in our communities. Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season.
SECURE.FEEDINGAMERICA.ORG
Join me in ending hunger
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe.
FORBES.COM
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
Have you thought about what the Great Wealth Transfer will look like for you? Let’s work together to get you prepared.
Medicare open enrollment begins today, Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Team member Calise went to Disney World with her husband and his family last week.
Masks and social distancing didn't keep her from having a lot of fun. Where have your adventures taken you lately?
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
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
Now it's easier to contact Quantum Advisory Group.
Keep an eye on the future with financial advice, focused on you.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
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.
The Quantum Team participated in the Ameriprise National Day of Service, last Friday November 6th, by volunteering at the Salvation Army. We were happy to help them reorganize their community center. This is a great time of year to give back and we can't wait to join them again next time.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
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
If you’ve signed up for this year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
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.
In these uncertain times, we’re here to help you navigate today, stay focused on the future, and stay on track for tomorrow.
