Based on Governor Wolf’s announcement yesterday that either mandates closing or requests all non-essential businesses be closed, Hickory Pointe Financial Group will now be closing our physical office location and all team members will be working remotely. We care for the safety and health of our team, our clients and the community. Thank you for understanding and be well.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Wishing you and your loved ones a meaningful observance and an easy fast this Yom Kippur.
Medicare open enrollment begins 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
884k more workers sought unemployment last week as layoffs persist during COVID-19 crisis. If you or someone you know has lost their job, we are here to help you review your options.
CNN.COM
Another 884,000 Americans filed for unemployment benefits last week
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Please help us celebrate Robert Van Leer on his birthday!!
Happy Birthday Robert!!
If you have health insurance enrollment before the year ends, we can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
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
Working toward your long-term financial goals starts with making the next right move.
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
Hickory Pointe Financial Group
12 hrs ·
We are excited to invite you to a special webinar featuring Chuck Wachendorfer of Think2Perform, our partner in business consulting and leadership development.
On Friday, November 13th at 1pm ET, we will host: An Introduction to Behavioral Financial Advice, how emotions, psychology and values affect performance. During this session, you’ll understand how investment performance is heavily influenced by emotions, psychology and overconfidence in personal opinion.
Please let us know if you would like to attend, RSVP to Michelle at michelle.skimmons@ampf.com. When you RSVP, Michelle will send WebEx information for joining this call.
Please fee free to invite your friends or family who may be interested in this topic. Just send us their name and we will forward them the meeting link.
Thank you!
We are excited to invite you to a special webinar featuring Chuck Wachendorfer of Think2Perform, our partner in business consulting and leadership development.
On Friday, November 13th at 1pm ET, we will host: An Introduction to Behavioral Financial Advice, how emotions, psychology and values affect performance. During this session, you’ll understand how investment performance is heavily influenced by emotions, psychology and overconfidence in personal opinion.
Please let us know if you would like to attend, RSVP to Michelle at michelle.skimmons@ampf.com. When you RSVP, Michelle will send WebEx information for joining this call.
Please fee free to invite your friends or family who may be interested in this topic. Just send us their name and we will forward them the meeting link.
Thank you!
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
Being organized can save you time and money. What are you doing to get better organized this month?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
What are your wellness goals for the new year? #WellnessWednesday
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
