Even in the most challenging of times, we can work together to help you navigate uncertainty.
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Navigating uncertainty in today’s markets
In divorce, critical tax considerations should be evaluated. More specifically, it's important to understand the tax implications of dividing qualified assets including 401(k)s, IRAs and annuities.
Our team at Legacy Capital includes professionals who are Certified Divorce Financial Analysts. If you or someone you know would benefit from a conversation with a qualified divorce analyst, contact our office today.
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Tricky Divorce Issue: How to Divide 401(k)s, IRAs and Annuities | Kiplinger
In a well-diversified portfolio, some investments will increase in value while others will decrease in value over time. The investments which decrease in value represent unrealized losses, however you may be able to realize some losses to generate a lower tax bill this calendar year. This is commonly known as tax-loss harvesting. If you’re interested in discussing a tax-loss harvesting strategy contact our office today.
Office: 301-876-4967
Ameriprise Financial, LLC. does not offer tax or legal advice. Consult with a tax advisor or attorney.
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Ameriprise Advisor
Even in the most challenging of times, we can work together to help you navigate uncertainty. If you're interested in planning for your financial future, please contact our office today.
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
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?
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
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
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Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
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
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
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
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. We can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
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
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
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The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Asking for a second opinion is never a bad idea. There’s nothing wrong with determining if your plan is on track!
At Legacy Capital we are offering a complementary initial consultation from the comfort of your home on your own time.
If you’re interested in a second opinion, contact our office today.
Legacy Capital 301-876-4967
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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Legacy Capital - Owings Mills, MD | Ameriprise Financial
