You Betcha.
https://www.forbes.com/sites/hanktucker/2020/08/14/why-fargo-north-dakota-might-be-a-better-retirement-destination-than-floridas-sunshine/#dea24482dfe5
FORBES.COM
Why Fargo, North Dakota Might Be A Better Retirement Destination Than Florida’s Sunshine
A great reminder about the benefit of health savings accounts.
https://www.morningstar.com/articles/965982/what-is-an-hsa
MORNINGSTAR.COM
What Is an HSA?
Staying focused amidst uncertainty can help you reach your future financial goals.
"There are several reasons to focus on how few are able to answer these questions correctly. The most important is that there is a direct causal connection between illiteracy and reduced retirement financial security."
https://www.marketwatch.com/story/can-you-answer-all-six-of-these-simple-questions-2020-09-21?siteid=yhoof2&yptr=yahoo
MARKETWATCH.COM
Hope to retire someday? See if you can answer these six simple questions
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
Scammers find new opportunity with COVID. Here are some things to beware of.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Market volatility can lead us to react with decisions they may not be in our best interest. I can help you navigate market conditions and keep on track for your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
Some sound advice when considering the purchase of a home!
AMERIPRISE.COM
5 financials steps for home buyers
The right financial advisor will work hard to help clients like you stay on track to achieve your financial goals.
Working toward your long-term financial goals starts with making the next right move.
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 is great. I love honey.
https://www.health.com/food/health-benefits-honey
HEALTH.COM
5 Health Benefits of Honey a Nutritionist Wants You to Know
“The risk of wrong decision is preferable to the terror of indecision.”
-Maimonides
What actions do you need to take today?
For those of us who wonder each year.
https://www.foodandwine.com/syndication/kitchen-knives-carve-pumpkins
FOODANDWINE.COM
Should You Use Your Good Kitchen Knives to Carve Pumpkins? Here's What the Experts Say
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
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?
Considering parenting is about more than just money, but it doesn't hurt to have an idea of how it affects your spending and income needs.
https://money.usnews.com/money/personal-finance/articles/how-much-does-it-cost-to-raise-a-child
MONEY.USNEWS.COM
How Much Does It Cost to Raise a Child?
“The health of the eye seems to demand a horizon. We are never tired, so long as we can see far enough.” -Ralph Waldo Emerson
Staying focused on your goal can sustain energy to get out of debt, save for a house, send kids to college, or retire meaningfully. Don't lose vision!
A bold illustration and a valuable lesson.
https://money.yahoo.com/shaq-lesson-personal-finance-213145088.html
MONEY.YAHOO.COM
'Ripped it in half': Shaq shares his top personal finance lesson
Are you employees confident in their financial lives?
https://money.yahoo.com/employee-confidence-finances-194538442.html
MONEY.YAHOO.COM
Employee confidence in finances drops this year, study shows
Volatility continues as markets react to news about the coronavirus. Learn more about today’s events and get the latest insights from #AmeripriseResearch in After the Close.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
“You can’t go back and change the beginning, but you can start where you are and change the ending.” -C.S. Lewis
Each day is a new opportunity to make your life a story worth telling.
If you're responsible for both children and aging parents, you're considered to be part of the "sandwich generation". Together we can set up strategies that address the financial concerns for all of your loved ones.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
An apple a day!
https://www.health.com/nutrition/health-benefits-of-apples
HEALTH.COM
8 Great Health Benefits of Apples, According to a Nutritionist
However you spend it, wishing you a safe and fun Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
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
Tips for safer night driving as days get shorter.
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
On Veteran’s Day we thank all the men and women who’ve served in the U.S. Armed Forces!
Market volatility and uncertainty can be stressful, but your portfolio can be built to weather the storms. I can help you evaluate your holdings and build long term strategies to navigate both the ups and the downs.
Keep an eye on the future with financial advice, focused on you.
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
Working toward your long-term financial goals starts with making the next right move.
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
One of the best parts of Thanksgiving is the leftovers!
https://www.foodandwine.com/meat-poultry/turkey/leftover-turkey-recipes
FOODANDWINE.COM
19 Thanksgiving Leftover Turkey Recipes to Try
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
“Nothing is more honorable than a grateful heart.”
Seneca
Probably best to just let everyone enjoy themselves!
https://www.foodandwine.com/syndication/correcting-table-manners-etiquette
FOODANDWINE.COM
Is It Ever Appropriate to Correct Someone's Table Manners?
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
How will you give back this holiday season?
Super easy way to help out if you're able!
https://www.foodbankccs.org/2020/10/community-produce-program-goes-mobile.html
FOODBANKCCS.ORG
Community Produce Program Goes Mobile - Food Bank of Contra Costa and Solano
I've got my December spots reserved. If you're in the East Bay and have the capacity to help out, consider filling a spot or two. The online volunteer registration is simple and user friendly.
https://www.foodbankccs.org/2020/11/we-need-volunteers.html
FOODBANKCCS.ORG
We need volunteers! - Food Bank of Contra Costa and Solano
All of us can be mindful of the hardship this year has become for so many. Some of us are in position to help.
https://time.com/5914551/food-banks-covid-19-photos/
TIME.COM
A Look Inside Food Banks Strained By The COVID-19 Pandemic
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Anyone else need this?
https://www.foodandwine.com/syndication/how-to-remove-food-stains
FOODANDWINE.COM
How To Get Rid of Holiday Stains
On Pearl Harbor Remembrance Day, we take a moment to think of the brave men and women we lost on this day 79 years ago.
How can we be more honest in self-reflection and intentional in thinking of others?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
As if 2020 wasn't bad enough.
https://www.travelandleisure.com/trip-ideas/disney-vacations/disneyland-california-staying-closed-2020-coronavirus
TRAVELANDLEISURE.COM
Disneyland Expected to Stay Closed Until 2021
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
I wasn't aware of this tradition!
https://www.foodandwine.com/syndication/orange-in-christmas-stocking
FOODANDWINE.COM
Here's Why You Get an Orange in Your Christmas Stocking
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
This is awesome!
https://www.travelandleisure.com/trip-ideas/national-parks/5th-graders-veterans-free-national-parks-entry
TRAVELANDLEISURE.COM
Military Veterans and 5th Graders Will Now Get to Visit National Parks for Free
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Creativity and flexibility allows a business leader to see opportunity in every challenge.
https://www.bloomberg.com/news/articles/2020-12-14/logsnearme-co-uk-an-entrepreneur-starts-over-after-covid-19-took-his-business?srnd=wealth
BLOOMBERG.COM
The Pandemic Took His Business. So He Started Over
Best wishes for a peaceful holiday season.
This year's holiday season may not allow some to enjoy the traditions they've cherished in the past. One of our family's holiday traditions is making Christmas cookies, which thankfully goes uninterrupted!
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
I wasn't aware of this tradition!
https://www.foodandwine.com/syndication/orange-in-christmas-stocking
FOODANDWINE.COM
Here's Why You Get an Orange in Your Christmas Stocking
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
Happy New Year! So long, 2020.
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
"Handling the math, the average price of each bottle easily eclipses $6,000. Hopefully, these criminals knew a thing or two about proper wine storage."
https://www.foodandwine.com/news/france-stolen-wine-recovered-operation-magnum
FOODANDWINE.COM
French Police Recover 900 Bottles of Stolen Wine Worth $6 Million in 'Seizure of the Century'
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Creativity and flexibility allows a business leader to see opportunity in every challenge.
https://www.bloomberg.com/news/articles/2020-12-14/logsnearme-co-uk-an-entrepreneur-starts-over-after-covid-19-took-his-business?srnd=wealth
BLOOMBERG.COM
The Pandemic Took His Business. So He Started Over
Best wishes for a peaceful holiday season.
One week into 2021 and I'm excited about the goals I've set for myself and my family. Here's to the good things we're all hoping for both personally and professionally!
“I will not permit any man to narrow and degrade my soul by making me hate him.”
Booker T. Washington
Is estate planning on your 2021 to do list?
Being organized can save you time and money. What are you doing to get better organized this month?
2020 was a whirlwind to say the least. If you need help refocusing on your financial goals, let's connect!
Do you have wellness goals for the new year?
What is on the horizon for your 2021?
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
One week into 2021 and I'm excited about the goals I've set for myself and my family. Here's to the good things we're all hoping for both personally and professionally!
“I will not permit any man to narrow and degrade my soul by making me hate him.”
Booker T. Washington
Is estate planning on your 2021 to do list?
Being organized can save you time and money. What are you doing to get better organized this month?
“It is during our darkest moments that we must focus to see the light."
-ARISTOTLE
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
What is on the horizon for your 2021?
"It is never too late to be what you might have been.”
-GEORGE ELIOT
“It is during our darkest moments that we must focus to see the light."
-ARISTOTLE
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
"I never would have been able to tithe the first million dollars I ever made if I had not tithed my first salary, which was $1.50 per week." - John D. Rockefeller
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
"It is never too late to be what you might have been.”
-GEORGE ELIOT
“It is during our darkest moments that we must focus to see the light."
-ARISTOTLE
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
“He is a wise man who does not grieve for the things which he has not, but rejoices for those which he has.”
-EPICTETUS
"I never would have been able to tithe the first million dollars I ever made if I had not tithed my first salary, which was $1.50 per week." - John D. Rockefeller
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
"It is never too late to be what you might have been.”
-GEORGE ELIOT
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore
2021 is the 60th anniversary of the Freedom Riders, black and white activists who led peaceful opposition to practices which opposed the ideals of liberty, and ultimately helped end segregation.
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
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
“Good character is not formed in a week or a month. It is created little by little, day by day. Protracted and patient effort is needed to develop good character.” -HERACLITUS
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
“There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will.”
-EPICTETUS
Wishing you a lovely Valentine’s Day!
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore
2021 is the 60th anniversary of the Freedom Riders, black and white activists who led peaceful opposition to practices which opposed the ideals of liberty, and ultimately helped end segregation.
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
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
"The best way to predict your future is to create it.”
-ABRAHAM LINCOLN
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
“There is only one way to happiness and that is to cease worrying about things which are beyond the power of our will.”
-EPICTETUS
Wishing you a lovely Valentine’s Day!
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore
“As long as you live, keep learning how to live.”
-SENECA
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
Fascinating!
https://www.foodandwine.com/news/alaska-king-salmon-prices
FOODANDWINE.COM
11 Pounds of Alaskan Salmon Is Worth More than Two Barrels of Oil
"The best way to predict your future is to create it.”
-ABRAHAM LINCOLN
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
“As long as you live, keep learning how to live.”
-SENECA
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
Fascinating!
https://www.foodandwine.com/news/alaska-king-salmon-prices
FOODANDWINE.COM
11 Pounds of Alaskan Salmon Is Worth More than Two Barrels of Oil
"The best way to predict your future is to create it.”
-ABRAHAM LINCOLN
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Money flowing into environmental, social, or governance investments is growing. If you're interested in these investments, let's discuss
CNBC.COM
Money invested in ESG funds more than doubles in a year
“Gratitude is not only the greatest of virtues, but the parent of all others.”
-CICERO
“As long as you live, keep learning how to live.”
-SENECA
“Temptations, when we meet them at first, are as the lion that reared upon Samson; but if we overcome them, the next time we see them we shall find a nest of honey within them." - John Bunyan
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Many of life's failures are people who did not realize how close they were to success when they gave up.”
-THOMAS EDISON
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Money flowing into environmental, social, or governance investments is growing. If you're interested in these investments, let's discuss
CNBC.COM
Money invested in ESG funds more than doubles in a year
“Gratitude is not only the greatest of virtues, but the parent of all others.”
-CICERO
“Whatever you are, be a good one.”
-ABRAHAM LINCOLN
Spring has sprung! What are you hoping to accomplish this season?
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Many of life's failures are people who did not realize how close they were to success when they gave up.”
-THOMAS EDISON
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
