As the old adage says, "It's not about timing the market, it's about time in the market." If you need a plan for your money or want help with staying committed to it amidst all the noise and negativity of this year, my inbox is always open.
HARTFORDFUNDS.COM
There Are Always Reasons Not to Invest
Health and insurance benefits are often the most overlooked part of an employee's compensation package. If you need help reassessing what's available and which options are right for you, please give me a call.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Let's talk side hustles! In today's economic climate, many people I know are finding creative ways to boost their income or supplement the pay from their primary job. I'd love to hear what you all are doing. Please comment below if you're considering or actively working on a side business.
Highview Advisor Group - Ameriprise Financial Services, Inc
July 27 at 10:02 AM ·
Happy Monday! We are updating our website and our lobby. We are excited for the final product!
2020 has been a year with unique challenges. When times are tough, self-care is even more important. I've been spending some time every night reading books on non-financial topics that interest me. What self-care routines have helped you this year?
31% of clients surveyed said they've received NO communication from their advisor since February. This is beyond disappointing. If you're one of those dissatisfied with the service you've received lately, feel free to contact me.
FA-MAG.COM
Clients Complain Of AWOL Advisors During Pandemic
Somewhat promising news that Social Security payments will be going up in 2021. It will be interesting to see whether the advocacy for a further increase to 3% bears any fruit as Congress continues to discuss more unprecedented government stimulus spending.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
What is your purpose for investing? My goal is to help more people know their answer, and to have peace of mind that they'll achieve their priorities. If you're ready to start that process, you can contact me to set up an initial talk. We'll define your goals and see whether you're on track to meet them.
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Thank you to our amazing clients who visited and graciously contributed to our team's food drive today! Your generosity resulted in not one, not two, not three, not four, but FIVE cars full of food and supplies PLUS over $4,000 in cash donations for the Worthington Resource Pantry. You're the best!
Wishing you a safe, fun and spooky Halloween!
Highview Advisor Group - Ameriprise Financial Services, Inc
November 13 at 11:36 AM ·
We would like to wish a very Happy Birthday to Administrative Assistant, Tyler Price, today! Thank you for all that you do for our clients and team, Tyler! We hope you have a fantastic day!
Happy Veterans Day! For those who served and the families who supported their efforts, thank you.
Congress and the US Treasury continue to be at odds on the taxation of forgiven loans. It could all be resolved with a simple Congressional bill directing the IRS to allow deductibility. Frustrating for business owners and their tax advisors who continue to sit in limbo awaiting clarity.
ACCOUNTINGTODAY.COM
IRS clarifies deductibility of PPP loan expenses, as AICPA criticizes forgiveness questionnaire
Happy Thanksgiving! 2020 has been an exceptionally difficult year. It's demonstrated the importance of friendship, mutual support, kindness, positivity, and gratitude for what we have. Thank you all for being kind and supportive friends. I hope you and your family have a great holiday.
A good reminder if you're charitably-inclined and beginning your year-end tax planning: you don't need to itemize this year to get a deduction. Contributions must be made by December 31st to qualify and can be made to as many non-profit organizations as you'd like to support.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
Every year around the holidays I make ginger cookies to offer clients and friends a small token of my gratitude for them. Here's the first of four batches for this year. Thank you all for your support and trust to get through 2020 together.
Some big news for retirees to begin planning around next year. 2022 will mark the IRS' first revision to this calculation in two decades.
KIPLINGER.COM
Smaller IRA Withdrawals Coming Up | Kiplinger
As we enter the final week of 2020, I must say thank you once again to all of you. Your kindness and support has made a hard year much more manageable. 2021 offers the hope of us being able to safely reconnect in person and spend more time with each other. To the extent we can, my goal is to make that happen with each of you. Until that time, enjoy the rest of your holiday season.
I'm honored to begin a three-year term of serving Financial Planning Association's community of aspiring and emerging planners as the 2021 National NexGen President-Elect. If you've heard my story, you know I joined this industry out of a passion to raise the standards of how planners care for clients. A large part of that mission is bringing more talented and passionate individuals into our world. I'm excited to work with the executive leadership team of Joseph Stemmle, Alexandria Davis, and Susan Brandeis, and all the rest of our exceptional #NexGen volunteers to make a positive impact on the profession and its future. #financialplanning
Still facing a backlog of millions of 2019 (yes, 2019!) returns, the IRS has postponed the start of its tax season and warned of further delays as its staff continues to work remotely. Read below or reach out to me about how you can prepare and help yourself.
CNBC.COM
IRS delays start of tax filing season to Feb. 12
While many are focusing on the amount of new debt and money being created by government stimulus programs (and rightfully so), a second factor is what ultimately causes price inflation. This article explains why we believe hyperinflation is still unlikely.
REALINVESTMENTADVICE.COM
The Fed's Inconvenient Truth: Inflation Is "M.I.A." - RIA
Gateway Film Center is one of the places I've missed visiting most over the past year. I was elated when I heard they were reopening as a satellite host of the Sundance Film Festival. If you can make it out to support a local theater this week, they still have individual tickets available for their other showings.
Depending on how your income changed in 2020 and on the status of your second stimulus check, it may pay to file now or to wait as long as possible. If you're unsure of when might be your ideal time, I can help.
CNBC.COM
When to file your taxes to maximize your stimulus payment
Looking for some extra money to help with your tax bill this year? Search the unclaimed funds list for any state you and your family members have lived in to see if you have missing money to claim. I got back over $80 from a credit issued on an old electric bill after I'd moved!
OHIO.GOV
Unclaimed funds
Happy #InternationalWomensDay to two of the most inspiring women I know. Love you, mom and sis.
I wrote something. If you aspire to be a financial planner, you should read it. If you don't aspire to be a financial planner, you should also read it. Thanks for the opportunity, AdvisorNews! #FPA #NexGen
ACMR3452411
ADVISORNEWS.COM
Introverted Clients Need Introverted Planners
The third round of stimulus payments will begin depositing to bank accounts this week. This time, it's up to $1,400 per person, including your dependents. Those eligible can view their anticipated deposit date via the Get My Payment button on https://www.irs.gov/coronavirus/get-my-payment. As always, feel welcome to contact me if you're unsure of the best use for it.
Short North Stage and Columbus Immersive Theater put on a great socially-distanced rendition of Spamalot. Highly recommend if you can make one of their remaining shows. #cbusmakesart #supportlocal
