Let's plan for a brilliant future together.
skyeburstwealth.com
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A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
We are excited to welcome Private Wealth Advisor, Mary Ann Saurino, and her clients to Skyeburst!
Join us for one of our upcoming Webinar Wednesdays at 12pm EST! RSVP to alexis.bouchard@ampf.com.
Find more upcoming events on our website: https://www.ameripriseadvisors.com/team/skyeburst-wealth-management/events
Wishing Lucia a happy Skyeburst anniversary! Her positivity is infectious!
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
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.
You are invited to join us for a virtual presentation of Five Things to Know about Medicare!
Families who plan for health care in retirement are better prepared to manage both the expected and unexpected costs that can arise.
During this complimentary seminar, we’ll discuss:
- Medicare enrollment details and deadlines
- Considerations for managing your healthcare options and costs in retirement
Please let us know if you would like to attend. RSVP to Alexis @ alexis.bouchard@ampf.com. When you RSVP, Alexis will send WebEx information for joining the call.
Please feel free to invite your friends or family who may be interested in this topic. Just send us their name and email and we will forward them the meeting link!
Thank you!
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
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
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
One of the best gifts you can leave your family is a solid estate plan!
FOXBUSINESS.COM
5 estate planning disasters you'll want to avoid
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry!
THANK YOU Veterans!
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. Let us know if you have any questions!
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider. Please let us know if you have any questions!
AMERIPRISEADVISORS.COM
Capital markets outlook
Happy birthday, Mike!
Here's a look at what Mike has been up to behind the scenes, working from home!
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
"Intern" Caroline, looking adorable in her Ameriprise hat! Happy February!
