Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
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
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
Retirees aren’t required to take minimum distributions (RMDs) from their retirement accounts in 2020. If you withdrew money earlier this year and don’t want those funds counted towards your annual income, you have until August 31 to return it. Reach out with any questions.
MONEY.COM
The Deadline for Retirees to Return Unwanted RMDs Is Almost Here
Happy National Dog Day from all the dogs of Landmark Wealth Group! We would love to see yours, post a picture below of your furry friends!
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Working toward your long-term financial goals starts with making the next right move.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
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.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility.
NEWSROOM.AMERIPRISE.COM
Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
10/16 is Boss’s Day. On behalf of the team - we are extremely grateful for Greg & Patrick who have shown us what it means to be valued through exemplary leadership. We cannot thank you both enough for the amount of time you have taken to pour into each member of this team. You both are extremely knowledgeable, patient and kind. THANK YOU!
Today, October 14th: National Stop Bullying Day. Let's celebrate every day!
Helping you keep an eye on the future is what we do best.
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
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 World Kindness Day. What acts of kindness have you done, witnessed or benefited from or performed in the past year? It could be anything from buying a coffee for a stranger to helping someone who’s car broke down to volunteering your time to help those in need.
Don’t worry about tomorrow, plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
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
