Iron Oaks Wealth Advisors - Ameriprise Financial Services, LLC on lenox, Atlanta, GA

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Iron Oaks Wealth Advisors added 9 new photos — at Iron Oaks Wealth Advisors. June 22 at 2:35 PM · We wanted you to be able to put faces to names.

It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021. CNBC.COM Open enrollment is coming up — here’s what to watch out for

The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility. NEWSROOM.AMERIPRISE.COM Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom

“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

Staying focused amidst uncertainty can help you reach your future financial goals.

Happy Birthday Toddler Emma! Please don't be too Terrible Twos to Mommy and Daddy!!! XOXO Much Love, from the entire staff at the Iron Oaks Wealth Advisors

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.

President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom

As it turns out, Adam cannot predict the future! To settle his bet he made a donation to one of our favorite charities, Atlanta Community Food Bank. Then Larry made a matching gift to the UN World Hunger program in honor of their recent Nobel Prize win!

Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.

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

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

Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.

Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom

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?

We are LIVE now with the webinar!!! Join us by following this link: Meeting Information Meeting link: https://ampfconferencingnh.webex.com/ampfconferencingnh/j.php?MTID=mdb83d2c137bec4d9ce6dff90f9fcb0ec Meeting number: 130 924 0252 Password: IOWA AMPFCONFERENCINGNH.WEBEX.COM ampfconferencingnh.webex.com

Happy 15 Year Anniversary to Andrew Hanna, CFP Thank you for all of your hard work & dedication over these years. Iron Oaks Wealth Advisors is honored to have such an amazing Financial Advisor such as you Andrew Hanna! Congratulations on your 15-year Work Anniversary at Iron Oaks Wealth Advisors! #workanniversary #financialAdvisor #financialplanning

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

#happyHalloween #MonsterBash #HalloweenVideo Happy Halloween from the Monsters at Iron Oaks Wealth Advisors. Be safe & Be spooky! muuaahhhhh ah ah ah ah !!!

Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom

Working from home during the pandemic, Baby Bennett is learning the Financial Industry from Mommy and Daddy. Listen to him tell you his perspective on the Industry. Rick Saunders & Thu Nguyen Saunders teaching him the ropes! He says "Good Morning Clients"

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

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

This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.

Why worry about tomorrow when you can plan for it? Personal financial advice can help.

Happy Halloween Everybody! Baby Bennett's First Halloween 2020 Trick or Treat???

The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Election Week is Here: How Markets Might React | Ameriprise Newsroom

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

This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.

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

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

We are proud to announce Rick Sunders has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Rick Saunders's commitment to delivering excellent service and advice to their clients. Join us in congratulating Richard Saunders! Five Star Wealth Managers Highest in Service and Overall Satisfaction ~ Published in Atlanta Magazine October 2020 #awards #awardwinners #award2020 #fivestarreview #fivestarservice #wealthmanager #wealthmanagement #Atlantamagazine

Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.

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 Markets Overcome Two Significant Hurdles | Ameriprise Newsroom

Working toward your long-term financial goals starts with making the next right move.

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?

We are proud to announce Andrew Hanna has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Andrew Hanna's commitment to delivering excellent service and advice to their clients. Join us in congratulating Andrew Hanna!

Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy. NEWSROOM.AMERIPRISE.COM Markets Facing Three Significant Headwinds | Ameriprise Newsroom

HAPPY BIRTHDAY to Baby Bennett We can't believe you are one year old already!!! 11.24.2020 Much Love from the IOWA Staff!!!

How will you give back this holiday season?

The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s NEWSROOM.AMERIPRISE.COM Investors Look to the Future with Optimism | Ameriprise Newsroom

Local non-profits are doing their part to help our neighbors this holiday season. Let’s show them what we can do when we work together. Ask us how. #strongertogether

“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries

Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package. NEWSROOM.AMERIPRISE.COM When Bad News Becomes Good News | Ameriprise Newsroom

We wish you and your loved ones a very blessed Holiday Season. 2020 has been a year filled with challenges for many but also joy, reflection and a keen realization on the importance of being together. We are grateful for you in our lives and look forward to being with you again - hugging and laughing, in 2021!

Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response. NEWSROOM.AMERIPRISE.COM Investors Await News on Three Negotiations | Ameriprise Newsroom

Financial stress can disrupt employee productivity. If you own or manage a local business, contact us to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program.

Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account. AMERIPRISE.COM What's your giving path?

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

All of us at Iron Oaks Wealth Advisors would like to wish you a Happy Winter! Today is the first day of winter and 12.21.20 offers a glimpse at a once-in-a-lifetime view of the "Christmas Star" READ MORE... https://www.nxsttv.com/nmw/news/the-christmas-star-nasa-offers-tips-on-watching-once-in-lifetime-conjunction-of-jupiter-saturn/ NXSTTV.COM The ‘Christmas Star’: NASA offers tips on watching once-in-lifetime conjunction of Jupiter, Saturn

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

Our team will be using the second half of today to meet and plan for 2021. We look forward to speaking with you tomorrow!

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals. CNBC.COM If you left or lost your job, here is what you can do with your 401(k)

Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.

Wishing you a very Merry Christmas!

Best wishes for a peaceful holiday season.

Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch

Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations. CNBC.COM The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know

Happy New Year! So long, 2020.

May the chaos of 2020 bring the change that draws us closer, to set our sights high and low near and far. Let it heal our collective soul. Happy New Year in 2021

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

It’s not too early to help your employees get in financial shape for 2021. Year end is an opportune time to focus on financial matters and start setting goals for the coming year. We’re here to help. #financialwellness

Wishing you a heavenly year in 2021 xoxo, Baby Angel Bennett of Iron Oaks Wealth Advisors Every act, every deed of justice and mercy and benevolence, makes heavenly music in Heaven. Ellen G. White

What are your wellness goals for the new year?

Being organized can save you time and money. What are you doing to get better organized this month?

Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors

What are your 2021 financial resolutions? MONEY.USNEWS.COM 10 Financial New Year's Resolutions for 2021

How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights. NEWSROOM.AMERIPRISE.COM 2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom

2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.

It's Tax Time! Let's simplify the Tax Season process. If you would like for us to be able to speak directly with your accountant, or share tax documents, let’s make sure we have your information disclosure authorization on file. Please contact Adam Maggs with your accountant’s name and contact information to set up the required documentation. If you would like to double check, just send Adam a quick note. Adam G Maggs, Operations Specialist Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC 404.995.8670 x 108 | Cell: 706.830.7428 Adam.Maggs@ampf.com

Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains. NEWSROOM.AMERIPRISE.COM What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom

A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.

Good Morning and Happy National Clean off your desk day 1/11/2021! Please share a before and after image of your desk. Taker one now and then clean it off completely and repost your image! "National Clean Off Your Desk Day was made "to provide one day early each year for every desk worker to see the top of the desk and prepare for the following year's paperwork." Having a clean desk helps us focus on the tasks at hand without getting distracted. The goal of the day is to thoroughly clean your desk and have a system in place to keep it clean year-round so that there isn't need for a deep clean until next year's Clean Off Your Desk Day." ~https://www.checkiday.com/b3040a7990f70b7e095076504a86d80e/national-clean-off-your-desk-day CHECKIDAY.COM It's National Clean Off Your Desk Day!

Wishing you a heavenly year in 2021 xoxo, Baby Angel Bennett of Iron Oaks Wealth Advisors Every act, every deed of justice and mercy and benevolence, makes heavenly music in Heaven. Ellen G. White

Upcoming event - Save The Date!!! Capital Markets Outlook and Opportunities DATE: Wednesday, February 17, 2021 TIME: 11:30 AM - 12:45 PM EST ONLINE EVENT PRESENTED BY: Jonathan Kallensee, CRPC®, Regional Vice President - Columbia Threadneedle Investments HOSTED BY: Rick Saunders, CFP® SPONSORED BY: Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow. For more information: email us at jennifer.dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

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

Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.

Save the Date: 02/17/2021 at 11:30 AM EST Capital Markets Outlook and Opportunities Perspectives from Columbia Threadneedle Investments Webinar hosted by Rick Saunders, CFP ChFC More Info Coming soon!!!

Upcoming event - Save The Date!!! Capital Markets Outlook and Opportunities DATE: Wednesday, February 17, 2021 TIME: 11:30 AM - 12:45 PM EST ONLINE EVENT PRESENTED BY: Jonathan Kallensee, CRPC®, Regional Vice President - Columbia Threadneedle Investments HOSTED BY: Rick Saunders, CFP® Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow. For more information: email us at jennifer.dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.

Don't forget to call Adam to make your lives simpler this year at Tax Season!!! Adam needs to have your accountants info so he can get the proper documents! This way you relax playing golf... not worrying with the headaches of Tax Days!!!! Adam G Maggs, Operations Specialist Adam.Maggs@ampf.com Office: 404.995.8670 x 108 Iron Oaks Wealth Advisors January 13 at 4:31 PM · It's Tax Time! Let's simplify the Tax Season process. If you would like for us to be able to speak directly with your accountant, or share tax documents, let’s make sure we have your information disclosure authorization on file. Please contact Adam Maggs with your accountant’s name and contact information to set up the required documentation. If you would like to double check, just send Adam a quick note. Adam G Maggs, Operations Specialist Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC 404.995.8670 x 108 | Cell: 706.830.7428 Adam.Maggs@ampf.com

Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits. AMERIPRISE.COM Research & Insights | Ameriprise Financial

WED, FEB 17 AT 11:30 AM EST Capital Markets Outlook and Opportunities Perspectives from Columbia Threadneedle Investments

Upcoming event - Save The Date!!! Capital Markets Outlook and Opportunities DATE: Wednesday, February 17, 2021 TIME: 11:30 AM - 12:45 PM EST ONLINE EVENT PRESENTED BY: Jonathan Kallensee, CRPC®, Regional Vice President - Columbia Threadneedle Investments HOSTED BY: Rick Saunders, CFP® Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow. For more information: email us at jennifer.dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

Get the personalized advice you need to envision and build a confident financial future.

Jump start your employees' financial wellbeing during National Financial Wellness month. Reach out to learn more on how the financial health of your employees impacts your bottom line. #financialwellness

We need some RSVPs please! To reserve your place send an email to: Jennifer.Dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

Bennett heard, "It's time for the Zoom call." and he heard Z z z z z z oom. Sleepy time - Shhhhhhhhhh babby Bennett is sleeping Zzzzzzzzz

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

Upcoming event - Save The Date!!! Capital Markets Outlook and Opportunities DATE: Wednesday, February 17, 2021 TIME: 11:30 AM - 12:45 PM EST ONLINE EVENT PRESENTED BY: Jonathan Kallensee, CRPC®, Regional Vice President - Columbia Threadneedle Investments HOSTED BY: Rick Saunders, CFP® Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow. For more information: email us at jennifer.dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?

Clients have spoken about their experience working with us and I we are delighted with the results. As of today, our Client Satisfaction Rating is 4.9 out of 5. Thank you to those who have given feedback already; those who haven’t and wish to, please sign into your Ameriprise account online and add your feedback via the “Submit a review” button in the “My Advisor” tab. Hearing from you helps us continue to improve the experience we provide to clients. As always, we appreciate your business. Learn more here https://www.ameripriseadvisors.com/team/iron-oaks-wealth-advisors/ AMERIPRISEADVISORS.COM Iron Oaks Wealth Advisors - Atlanta, GA | Ameriprise Financial

"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge

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

Upcoming event - Save The Date!!! Capital Markets Outlook and Opportunities DATE: Wednesday, February 17, 2021 TIME: 11:30 AM - 12:45 PM EST ONLINE EVENT PRESENTED BY: Jonathan Kallensee, CRPC®, Regional Vice President - Columbia Threadneedle Investments HOSTED BY: Rick Saunders, CFP® Iron Oaks Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, Inc. The global and domestic economies, together with events in major markets, can profoundly affect investment performance. In this seminar, we’ll explore today’s financial environment with an eye on future trends and opportunities. This will provide our big-picture view of the status of the economy along with thoughts on building an investment portfolio for today and tomorrow. For more information: email us at jennifer.dainelli@ampf.com AMERIPRISEADVISORS.COM Financial seminars and events - Richard Saunders | Ameriprise Financial

Even the most successful professionals benefit from professional financial advice. Let’s talk.

Wishing our dear friend, Marj, a blessed and wonderful birthday! #happybirthday #birthdaywishes #birthdayfriend

Happy Get Out Your Guitar Day!!! "Guitars are taken out of closets and cases today, to be played for oneself, and for family, friends, and strangers. Why? Because it's Get Out Your Guitar Day! Guitars can be transported without difficulty, and are one of the easiest instruments to learn, meaning they can be taken out and brought to any place where music is welcomed or needed, and that many people have them sitting around their homes, and can get them out and at least play a few chords."

U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers. NEWSROOM.AMERIPRISE.COM U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom

Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season. If you would like for us to be able to speak directly with your CPA, contact Adam G Maggs, Operations Specialist Adam.Maggs@ampf.com AMERIPRISE.COM Important upcoming retirement account and tax filing dates