We are happy to be accepting new clients and would love to work with you! If you or somebody close to you are interested in a complimentary consultation, please take a moment to follow this link so you can get an idea of what it would be like to work together. Feel free to send us an email so we can get started on your future today.
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Ameriprise Advisor
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Staying focused amidst uncertainty can help you reach your future financial goals.
“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
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
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
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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Local nonprofit organizations and retailers are the foundation of every vibrant community. I’m dedicated to helping strengthen my community by helping my neighbors. #financialliteracy
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
As many of you already know we have relocated our Manchester office to another location that is also located in Manchester. This does not affect our Portland office which will remain where it is at the same location. The new address of our office in Manchester Connecticut is: 925 Main Street Floor A in Manchester. I just would like to state once again this does not affect our Portland Connecticut office which will remain at 329 Main Street in Portland.
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
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
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
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
“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
Keep an eye on the future with financial advice, focused on you.
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
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
Working toward your long-term financial goals starts with making the next right move.
How can you think more of others?
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?
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
Helping you keep an eye on the future is what we do best.
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
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
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
How do you plan to give back on #GivingTuesday?
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
How will you give back this holiday season?
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
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
What’s your favorite winter activity?
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
May your Hanukkah be filled with peace, joy and light.
Happy New Year! So long, 2020.
“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
Wishing you and yours a joyous Kwanzaa!
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Please Join us for a virtual seminar that will focus on financial confidence for woman.
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.
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
"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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Get the personalized advice you need to envision and build a confident financial future.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Please Join us for a virtual seminar that will focus on financial confidence for woman.
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
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
“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
Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.
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
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
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
“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
Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
“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
Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
“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
Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.
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
One of a kind financial advice for your one of a kind financial goals.
Together, we can work to envision your ideal financial future – and build it.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
“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
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
Want to see a more complete financial picture? Quickly and easily add all your accounts to Total View. Log in to your ameripise.com account to begin.
AMERIPRISE.COM
Online Financial Tracker & Tools
Please join us for a webinar on Thursday, March 25 at 4:00 p.m. ET. Ameriprise will be hosting a WebEx event featuring Dr. Darryl Grigg, Ed.D. Registered Psychologist, and William F. “Ted” Truscott, Chief Executive Officer, from Columbia Threadneedle Investments. They will share their perspectives on the impact the pandemic has had on relationships and opportunities this year. Register for the event on my website below.
AMERIPRISEADVISORS.COM
Mc Cabe & Associates - Portland, CT | Ameriprise Financial
“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
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
“I am content with what I have, little be it, or much.” - John Bunyan
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
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
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support. I’m proud to represent an organization that provides an excellent experience to advisors – allowing me to do the same for clients like you. https://bit.ly/3rgdCsp
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
NEWSROOM.AMERIPRISE.COM
On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
Today, we would like to introduce you to Billie Gregoire. Billie is an Administrative Assistant with our Portland office. Many of you have spoken with her to confirm your scheduled appointments. Her sunny personality and warm demeanor are always a welcoming presence both in the office and on the phone.
Billie has a degree in Journalism from Southern Connecticut State University. She started out years ago as an intern for WTNH in New Haven and worked as an administrative assistant for a busy law practice before coming to our practice. Billie began working with Mc Cabe & Associates in March of 2019 and is celebrating her 2-year anniversary this month!
She handles the scheduling for our Portland clients as well as visit summary preparation, form processing, and phone calls.
Billie has two beautiful young daughters and enjoys taking them to trampoline parks and splash pads on weekends. She also enjoys visiting escape rooms with her husband Josh and her absolute passion is thrift shopping!
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
In honor of the International Women’s Day & Women’s History Month we wanted to highlight some of the amazing women who work for Mc Cabe & Associates. Today is the first in a series of posts that will help you get to know the women of our practice.
Alissa Brooks has been with Ameriprise for almost 21 years. She worked in her father’s practice prior to his retirement. Alissa works in our Manchester office as an Administrative Assistant and is a go to person for clients and other staff members. Her extensive knowledge of the Ameriprise administrative process is unmatched, and the Manchester clients are always grateful for the time that she takes to understand their needs.
Alissa is a graduate of the Paier College of Art with a certificate in Graphic Design.
She and her husband Mark just became puppy parents to their new dog Chase who is an adorable Corgi.
When she isn’t working in the office, Alissa enjoys mountain biking and snowboarding.
“I am content with what I have, little be it, or much.” - John Bunyan
