Celebrating people! David's birthday was Wednesday and Krista's is next Tuesday! So much to be thankful for. We held our breath a few moments😏 so we could be CLOSE! Our office is sterilized indeed 😁
If you could share one tip with the next generation, what would it be?
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
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Real or Fake? How to Spot COVID-19 Scams
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.
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
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Maintaining Financial & Investment Confidence | Ameriprise Financial
Life after college can be overwhelming – especially during a global crisis. For the recent college grads in your life, here are some tips for navigating their financial future.
MONEY.COM
The New Graduate’s Guide to Finding a Job, Paying Off Loans, and Saving Money in the Age of Coronavirus
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
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.
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5 types of fraud to watch out for
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Beautiful sunset in St Joe. Photo credit Mark Holowasko
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
What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors.
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.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Laughter. Good Medicine.
Consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
The free time retirement provides can lead to overspending. Retirement can last 20 years or more, so let’s plan now for the retirement lifestyle you’d like to live.
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)
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry. Come see how our time tested approach can help you gain long-term peace of mind
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. We can help you plan for both.
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
You can start collecting Social Security benefits at age 62 but the longer you wait — up to age 70 — the more your benefit amount will increase. If you're thinking about retiring soon, let's meet and discuss the timing.
Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.
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.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
When it comes to retirement planning, we believe it’s important to ask the right questions to make sound decisions. Get in touch so we can start answering your questions.
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?
The year? 1921. The date? 99 years ago today. St. Joseph Annual Ball given by St. Joseph Fire Dept. Music by Whitcomb Orchestra
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
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What's your giving path?
If you’ve changed jobs recently, we can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
Great fundraising event. Beautiful day!
The RISE - Railsback Indoor Sports ExpoRISE Up to Sleigh Child Hunger & Abuse VIRTUAL 5K/10K
December 20 at 1:41 PM ·
“I'm getting ready to walk walk walk with 2 of my sons. Your tshirts are a hit!!🎅🎄MERRY CHRISTMAS!!”
More 5k walkers! 🤗🤗
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Merry Christmas from our homes to yours. Wishing you the gifts of Peace, Joy, Hope & health.
Wishing you a joy-filled & healthy New Year! Waving goodbye to 2020.... looking forward to what lies ahead...
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. We can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Being organized can save you time and money. What are you doing to get better organized this month?
A little levity for today...
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take the time to understand what’s truly important to you. What can our team help you achieve so that you feel more confident and secure about your financial future?
AMERIPRISEADVISORS.COM
Confidence in your financial future begins here
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference the 2021 tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Don't forget to reserve your spot for our virtual investing event next Thursday from 12-1pm hosted by our newest Associate, David Brennan. This is an awesome opportunity to get to know him and our firm here in St. Joe. You might even learn something new about investing! Looking forward to seeing you there! Follow the link for more details.
https://www.ameripriseadvisors.com/david.brennan/events
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Financial seminars and events - David Brennan | Ameriprise Financial
Get the personalized advice you need to envision and build a confident financial future.
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference the 2021 tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Don't forget to reserve your spot for our virtual investing event Thursday from 12-1pm hosted by our newest Associate, David Brennan. This is an awesome opportunity to get to know him and our firm here in St. Joe. You might even learn something new about investing! Looking forward to seeing you there! Follow the link for more details.
https://www.ameripriseadvisors.com/david.brennan/events
AMERIPRISEADVISORS.COM
Financial seminars and events - David Brennan | Ameriprise Financial
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid any tax penalty
AMERIPRISEADVISORS.COM
RMDs are back for 2021
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference the 2021 tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza? Anchovies, yea or nay? Dominos or Pizza Hut? Share how you're celebrating in the comments!
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid any tax penalty
AMERIPRISEADVISORS.COM
RMDs are back for 2021
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Get the personalized advice you need to envision and build a confident financial future.
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.
AMERIPRISEADVISORS.COM
Market and economic outlook
As an Ameriprise client, you’re supported not only by Everett, Schalk & Associates but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
What is asset allocation and how does it work? Learn the basics and how asset allocation can impact your portfolio in this video from Ameriprise.
2 Minutes on Asset Allocation
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza? Anchovies, yea or nay? Dominos or Pizza Hut? Share how you're celebrating in the comments!
It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid any tax penalty
AMERIPRISEADVISORS.COM
RMDs are back for 2021
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
As an Ameriprise client, you’re supported not only by Everett, Schalk & Associates but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
What is asset allocation and how does it work? Learn the basics and how asset allocation can impact your portfolio in this video from Ameriprise.
2 Minutes on Asset Allocation
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Financial news and market insights - Everett, Schalk & Associates | Ameriprise Financial
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
As an Ameriprise client, you’re supported not only by Everett, Schalk & Associates but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
What is asset allocation and how does it work? Learn the basics and how asset allocation can impact your portfolio in this video from Ameriprise.
2 Minutes on Asset Allocation
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza? Anchovies, yea or nay? Dominos or Pizza Hut? Share how you're celebrating in the comments!
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Financial news and market insights - Everett, Schalk & Associates | Ameriprise Financial
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
As an Ameriprise client, you’re supported not only by Everett, Schalk & Associates but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
What is asset allocation and how does it work? Learn the basics and how asset allocation can impact your portfolio in this video from Ameriprise.
2 Minutes on Asset Allocation
February 9th is National Pizza Day! What’s your favorite pizza topping? What’s your stance on pineapple on pizza? Anchovies, yea or nay? Dominos or Pizza Hut? Share how you're celebrating in the comments!
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we am here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Remember to "spring forward" Saturday night!
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Financial news and market insights - Everett, Schalk & Associates | Ameriprise Financial
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
Happy St. Patrick’s Day!
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience”
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we am here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Remember to "spring forward" Saturday night!
A workplace retirement plan can be a great place for saving, but understanding when and how to get money out can be challenging. Let’s look at all your options.
Photo Credit: Joshua Nowicki- Photography.
Taken from Warren Dunes State Park March 19, 2021. Distance to Chicago about 52 miles. Wow! Enjoy
Because of complex rules associated with the Social Security program, many retirees don’t understand their options. We can help ensure you’re taking full advantage of the benefits you’ve earned.
AMERIPRISE.COM
3 tips to help you maximize your Social Security benefit amount
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
Happy St. Patrick’s Day!
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience”
