This article doesn't describe us, we are not retiring in the next 10 years! Are you or do you know an advisor that is approaching retirement who would like to consider a succession plan? Are you or do you know someone who could use our help? We are growing our practice in multiple ways.
FA-MAG.COM
37% Of Financial Advisors Expected To Retire Over Next Decade
An interesting article about Tik Tok (an incredibly popular and addicting social media app that younger generations use). My kids have been telling me that it's a running joke on Tik Tok that it's about to be banned, but I'm not sure it's a joke. Tech is becoming a national security issue on all sides with the U.S. and China in a race on 5G and A.I. Deglobalization would change world economies and investment themes.
CNN.COM
A new world war over technology
Since a lot of us are...
TRAVELANDLEISURE.COM
6 Common Mistakes People Make While Shopping on Amazon
I liked this.
CNBC.COM
A father's letter to his kid: The 9 money and life lessons most people learn too late in life
We would like to say congratulations to all of the 2020 High School and College Graduates! A special shout out to our own Ethan who will be attending Arizona State University in the fall and Destiny Tarbox's daughter Hope who will be joining the US Marines!
Track stimulus payments here.
IRS.GOV
Get My Payment | Internal Revenue Service
We wanted to share our first virtual event, a market update in the context of the upcoming election on 10/13/2020 from 6:00PM to 7:00PM. This is open to clients and the public. RSVP directions can be found below, and please feel free to share this.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
LINKEDIN.COM
Diane Hoenig, CFP®, ChFC®, APMA® posted on LinkedIn
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
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
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
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
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
This is not healthy market behavior, is reminiscent of early 2000 and exaggerated by excess liquidity in markets. If you are concerned about volatility it could be a time to evaluate risk.
CNBC.COM
AMC share price quadruples as retail traders raid hedge-fund short targets
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
