Hi and welcome to my Facebook page. I've been a financial advisor for over 18 years with Ameriprise Financial. My areas of focus are Retirement Planning, Investment Planning, Tax savings strategies, College Savings and overall Wealth Management. I will be posting information about pracitcal financial topics and original content from our office. Please call (904) 551-0526 with any questions or interests you may have.
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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Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
A tax-efficient strategy for retirement income may help your retirement savings last longer.
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Tax-smart retirement withdrawals in any market cycle
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.
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Here’s What Maxing Out Your 401(k) Could Get You In Retirement
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
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5 financials steps for home buyers
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
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Wall Street could call the 2020 election before the media does
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.
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Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Trends in COVID-19 infection rates, 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
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.
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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.
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
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
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
If you need to shred any docs...
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
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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?
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
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IRA limits and eligibility
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
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RMDs are back for 2021
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
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Diversified tax benefits today and tomorrow
