Today’s the perfect time to make the next right step toward your long-term financial goals. A year from now, you'll be glad you remained focused on your long-term goals today. I'm here to help.
If you're like me, some things are more important than others. What is important to you? We can work together to help you make progress toward achieving your goals in this challenging environment.
“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
I hope you are taking good care of yourself. Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
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.
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
How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
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
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
This Veteran’s Day, I express my gratitude to those family, friends, and all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
“If you love someone who is ruining his or her life because of faulty thinking, and you don't do anything about it because you are afraid of what others might think, it would seem that rather than being loving, you are in fact being heartless.” – William Wilberforce
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
Know where you are and what direction you want to go - then consider how to get there.
AMERIPRISEADVISORS.COM
Deciding Whether To Cross a Bridge
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
