We are currently accepting new clients! If you or someone you care about is interested in a complimentary consultation, please take 2 minutes to follow this link, send us an email and we can set up an appointment that fits your schedule. We look forward to working with you!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
CNBC.COM
Here are 3 things to keep in mind to handle market volatility
Even in the most challenging of times, we can work together to help you navigate uncertainty.
If your asset allocation is operating under the traditional "60/40" model, 60% stocks & 40% bonds, it may be time for a second opinion. Let us help you navigate the "new normal" of the markets - uncertainty!
https://bit.ly/3ctlDUi
KIPLINGER.COM
Does a 40% Bond Allocation Make Sense in Today’s Portfolios? | Kiplinger
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 we are 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
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
SECURE.FEEDINGAMERICA.ORG
Join me in ending hunger
Take a moment to read these questions and apply them to your own tax situation.
Where can you improve or take immediate action? Feel free to send a DM if you'd like guidance!
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
Your time is valuable! What you do each day determines what your future will look like. If you are striving for success, you have to invest your time wisely!
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.
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
KIPLINGER.COM
What to Do with Cash in a Low Interest Rate Environment | Kiplinger
This woman is proof that you're never too old to explore the world! Currently, one of the safest ways to travel is by car and visiting national parks. Sounds like a great idea for a family holiday vacation!
MENTALFLOSS.COM
An 89-Year-Old Grandmother Is Visiting All 61 National Parks With Her Grandson
Could the market crash after the election? Maybe. Can the market crash in any given moment? Yes.
We can never predict where the markets are heading with absolute certainty. The good news is that history shows that even the worst of crashes ultimately recover. And as long as you're investing for the long term, it won't necessarily matter what happens in the next few months or years.
Of course, we are here to help you feel confident during uncertain times. Please reach out if you feel the need!
FORBES.COM
Why You Shouldn’t Fear For Your Retirement Come This Election Day
Remember that YOU get to choose to think positively or negatively today. You're in control of your thoughts, your mood, and your actions. Make it great!
Wishing you all a spooky weekend, stay safe!
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
We are forever grateful for your courage and dedication in protecting our nation. Happy Veterans Day!
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
Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have.
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
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
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
Count your blessings and have a wonderful Thanksgiving!
With three major shopping holidays happening this weekend, we'd like to remind you that this year small businesses are struggling. Choosing to shop local goes a long way, especially during these times!
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
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financial steps for home buyers
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
The possibilities of setting goals and discovering something new are still out there, even during challenging times. Has the pandemic led you to discover a new hobby?
THEGUARDIAN.COM
When Covid hit, I started walking 20,000 steps a day. It's changed my life
Which of these skills are your strengths? Which ones could you improve on? Mastery will bring a lifetime of positive outcomes!
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
Family time is valuable! Don't let the current situation create distance from the people you love. Here are some fun ways to stay connected through modern technology.
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.
Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
Giving back can be rewarding. We can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
AMERIPRISE.COM
What's your giving path?
Wishing you happiness and success in the year to come!
Have you started creating your goals for 2021 yet?
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
AMERIPRISE.COM
Dealing with job loss
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth this year is real.
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How are you starting the New Year?
We can help you understand your progress toward your goals with a free 30-minute phone consultation.
Self-sabotage is real. Don't be a victim.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
When was the last time you did something that made you truly happy? Your mental health and emotional well-being matter.
We can help you understand your progress toward your goals with a free 30-minute phone consultation.
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
CNBC.COM
Here's what can happen if you flee the stock market for cash
Self-sabotage is real. Don't be a victim.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
When was the last time you did something that made you truly happy? Your mental health and emotional well-being matter.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
CNBC.COM
Here's what can happen if you flee the stock market for cash
Self-sabotage is real. Don't be a victim.
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Stress comes from the need to control everything. It's good to stay open to the possibilities!
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
It's incredible what we can do when we do it together. #helpyourneighbor
Check it out!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Recognize that self-care is a non-negotiable foundation that enables you to care for and lead others.
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Stress comes from the need to control everything. It's good to stay open to the possibilities!
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
There may still be time to lower your 2020 tax bill. Below are several ideas to discuss with your Ameriprise financial advisor and tax professional. #TaxTime
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Today is a good day to set aside our differences and remember, we're all Americans.
We hope you enjoy today with your loved ones!
Check it out!
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
You work hard to save for retirement. A diversified tax strategy with IRAs can help your assets last longer. #TaxTime
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
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
There may still be time to lower your 2020 tax bill. Below are several ideas to discuss with your Ameriprise financial advisor and tax professional. #TaxTime
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Today is a good day to set aside our differences and remember, we're all Americans.
We hope you enjoy today with your loved ones!
Think long-term.
Trust and keep moving forward!
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
You work hard to save for retirement. A diversified tax strategy with IRAs can help your assets last longer. #TaxTime
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
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
We're so grateful for our team! We wouldn't be where we are today without them.
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. #TaxTime
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Think long-term.
Trust and keep moving forward!
July 1, 2023 will be a big day for college students and their parents. It’s the day many new financial aid rules go into effect that may reduce college aid for some families. We’re here to help you evaluate your options.
KIPLINGER.COM
FAFSA Application Changes Are Coming – What They Mean for Middle- and High-Income Families | Kiplinger
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
Some of the greatest rewards and lessons come from leaning into our fears.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status. #TaxTime
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Celebrate, appreciate and honor the women in your life.
We're so grateful for our team! We wouldn't be where we are today without them.
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts. #TaxTime
BIT.LY
Bitly | Forbidden | 403
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
Some of the greatest rewards and lessons come from leaning into our fears.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status. #TaxTime
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
Celebrate, appreciate and honor the women in your life.
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future.
AMERIPRISEADVISORS.COM
4 financial considerations for women
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts. #TaxTime
BIT.LY
Bitly | Forbidden | 403
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
Some of the greatest rewards and lessons come from leaning into our fears.
