Thank you to Montgomery County Food Bank for hosting Women of the Woodlands last evening. This wonderful group of leaders united last night to help fight hunger by providing 10,000 meals to the food insecure in Montgomery County. I am humbled to stand with so many intelligent, committed, hard-working women.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
Staying focused amidst uncertainty can help you reach your future financial goals.
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
It’s an honor and privilege. Please vote!
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.
This past weekend was a long awaited trip to see my dear parents in AZ after not having seen them since last Christmas. My heart was filled with joy and I savored every minute. My sister joined me as well. We are hopeful we will be able to see them soon again. My parents have been steadfast in their love and support for me and our whole family. I’m truly grateful for them. Thanks Mom and Dad for a marvelous weekend!
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
Working toward your long-term financial goals starts with making the next right move.
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
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, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Happy 82nd birthday to my precious dad! So many of you ask me on a regular basis how my folks are doing. This is a recent photo of them New Years Eve. They are both doing very well! My dad is the most positive, loving, faithful person I know. These past years have not been easy for him physically, however, I’ve never heard him complain. He’s a giver to all. He and Mom always made life fun for me, my sister and brother. I couldn’t resist the second photo of his Texan outfit!
Happy birthday Dad! I love you.
Marietta Bittrich Johns
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
Get the personalized advice you need to envision and build a confident financial future.
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
