“Giving is more than just a way to use your money. It is a lifestyle, a way of living that allows you to hold all that you own – including your time and your talents – with an open generous hand.” From the Ron Blue Institute. How is generosity a part of your lifestyle?
Regardless of whether you were prepared for it, the COVID-19 economic crisis brings lessons that can be used to your advantage. Consider these steps to help create a better financial future – including meeting with me.
MONEY.USNEWS.COM
How to Turn a Crisis Into a Financial Fresh Start
New guidelines from the IRS will allow for mid-year adjustments to certain workplace benefits. If you are considering a change, I can help you evaluate your options.
CNBC.COM
IRS will allow for mid-year changes to health plans and flex spending accounts
Even during turbulent markets, there are ways to help protect your retirement income. Let’s talk about solutions that can help you make sure your money will last as long as you need it.
The FBI issued a warning about an increase in fraud related to COVID-19. Learn about what to watch out for and ways to protect yourself.
MONEY.USNEWS.COM
Watch Out for These Coronavirus Health Scams
5 Wise Principles
1. Spend less than you earn
2. Avoid Debt
3. Give Generously
4. Save for the unexpected
5. Set long-term goals
From the book “Never Enough?” by Ron Blue. Which principle will you integrate in your life today?
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
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? Let’s connect to discuss investing over the long term.
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
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
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
Is there someone in your life who may benefit from additional financial guidance? We'd be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
Acuitas Financial Group - Fort Wayne, IN | Ameriprise Financial
