If you have health insurance enrollment before the year ends, we can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
All of us at Strategic Wealth Advisor Team are thrilled to announce that Tammie D. Walker has been named to the Working Mother Top Wealth Advisor Moms list, 2020. Congratulations, Tammie! We’re proud to work alongside you to help our clients achieve their financial goals.
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
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
Happy National Pumpkin Day! Have you carved or painted your pumpkins yet?
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
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.
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.
Before, during and after! Thank you Columbia Threadneedle for the virtual flower arranging class! What virtual event would you enjoy?
Join us in "Decking The Halls"!
We are providing holiday wreaths and stocking stuffers to a local assisted living facility. We would love your help! Please let us know if you are able to provide a wreath or stocking stuffers! You can drop off at our office or contact us for other drop off options!
Get the pure coffee essence on National Espresso Day! Whether you sip one cup or keep buzzing all day long, November 23rd is the day.
The word espresso (/ɛˈsprɛsoʊ/; Italian pronunciation: [eˈsprɛsso]) in Italian means ‘quick in time.’ Before the advent of the espresso machine, espresso was simply a coffee expressly made for the person ordering it. It was also made with recently roasted and freshly ground beans. The cup was brewed shortly before serving. In the late 1800s, this practice was commonplace in cafés and restaurants.
While today’s espresso maintains the freshness quality, it has undergone a transition in meaning. We’ve come to know espresso as a highly concentrated brew served in smaller quantities. We may also use espresso as a base for other delicious coffee creations.
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
How can you think more of others?
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
Happy National Peanut Butter Fudge Day! What better way to celebrate than by making some!
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
Even the most successful professionals benefit from professional financial advice. Let’s talk.
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
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
