I am currently accepting new clients. If you or someone you care about is interested in a complimentary initial consultation, please take 2 minutes to follow this link and click on "Request contact" or "Refer me to a friend." The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Even in the most challenging of times, we can work together to help you navigate uncertainty.
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
Stock market losses can lead to emotional investing decisions. But I'm here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
AMERIPRISEADVISORS.COM
www.ameripriseadvisors.com
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
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
Interested to learn how an employee financial wellness program would round out your existing benefits package? I can show you how. #nationalfinancialplanningmonth
If you have health insurance enrollment before the year ends, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
I’m pleased to announce I’ve received a 2020 Five Star Wealth Manager award. This award recognizes wealth management professionals who provide excellent service to their clients. Thank you to my colleagues and clients who made this possible!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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
This Wednesday, my practice is hosting a post-election call with two individuals from Ameriprise to provide insight relating to the outcome of the election and what it means for you. Please join us and find more details here:
https://www.ameripriseadvisors.com/jeremy.d.heller/events/
All of us at RidgePoint Financial Partners are excited to announce that we are recipients of the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire RidgePoint team and the great experience we work so hard to provide for our clients every day. Thanks for your support!
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
Even the most successful professionals benefit from professional financial advice. Let’s 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.
