Save the date!
We'll be hosting a Shred Day and Open House at our new building on Saturday, October 24th during 9AM - 1PM.
More information soon to follow!
A tax-efficient strategy for retirement income may help your retirement savings last longer.
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
Take a tour of our new building off Airport Freeway in Bedford, TX.
Thank you Braeden Barrett for creating our video! You did a beautiful job capturing our vision.
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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.
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
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
Our volunteering at the Walk to End Alzheimer's looked a little different from last year's. Though we had to be separated, we enjoyed supporting a great cause!
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Happy birthday, Dallas! We're all wishing you a day full of laughter, happiness, and a year that brings you much success.
In honor of all those who have served, we wish you a happy Veterans Day!
It's that time of year again! We'll be collecting new and unwrapped gifts now until December 12th for Toys for Tots. Come help us fill our boxes to help spread the Christmas Cheer this season!
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
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid any short-term worry.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
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
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
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
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
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
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.
AMERIPRISEADVISORS.COM
The economic outlook for 2021
