From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Just about all of us have or deal with life insurance at one time or another, but it's often a subject we'd rather avoid. It can be confusing, but here are some helpful facts to demystify it a bit...
MAGAZINE.NORTHEAST.AAA.COM
Life Insurance Payouts and You: The Facts You Need to Know - Your AAA Network
Just about all of us have or deal with life insurance at one time or another, but it's often a subject we'd rather avoid. It can be confusing, but here are some helpful facts to demystify it a bit...
MAGAZINE.NORTHEAST.AAA.COM
Life Insurance Payouts and You: The Facts You Need to Know - Your AAA Network
Thinking of buying a home soon? Here's some excellent advice to follow...
CNBC.COM
Always follow the '30/30/3 rule' before buying a home during Covid-19, says finance expert—here's why
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
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
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
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 presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Wishing you and your loved ones a meaningful observance and an easy fast this Yom Kippur.
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
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
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
Many thanks to Brian Levitt, Global Market Strategist, and Jim Barker, Sr. VP, from Invesco for their fascinating presentation yesterday, “2020 US Presidential Election: Ten Truths No Matter Who Wins.” Brian’s historical knowledge of policy and the markets was evident as he pointed out how in the past, elections have not radically re-engineered the US economy, predictions tended to be wrong, signature legislation was infrequent, and for all of us, the markets don’t care if we don’t like who’s president! He also reminded us that this is far from the most vitriolic election in US history. We are happy to share the deck with anyone who’s interested, and to discuss the presentation and its findings.
There are still a few openings for today's complimentary WEBINAR at 2pm: "2020 Presidential Election: 10 Truths No Matter Who Wins," which will share historical perspective and provide data to provide caution from drawing too many links between who's occupying the White House and the performance of the stock market. Presented by our team and Jim Barker, VP from Invesco. Please feel free to forward this invitation to friends or family who might also be interested.
Visit the events tab on our website to RSVP, call Ali at 914.269.6706, or copy and paste the link below. Once you’ve RSVP’d, we’ll send you the link you’ll need.
https://www.ameripriseadvisors.com/team/lombardi-and-associates/events
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Please join us today, 11/16 at 12:30pm during your lunch hour at our complimentary virtual WEBINAR, "Legacy Planning - How to Transfer Lifetime Income to Beneficiaries," which will help you determine what you'd like your legacy to look like, how you can fund it, and how you can protect what matters most with life insurance. Presented by our team and John Nieranowski, Regional VP from RiverSource Life Insurance Co. We encourage you to forward this invitation to friends or family who might be interested.
Visit the events tab on our website to RSVP, call Ali at 914.269.6706, or copy and paste the link below. Once you’ve RSVP’d, we’ll send you the link you’ll need.
https://www.ameripriseadvisors.com/team/lombardi-and-associates/events
We invite you to spend your lunch hour with us at our complimentary virtual WEBINAR, Monday, November 16th, at 12:30pm: "Legacy Planning - How to Transfer Lifetime Income to Beneficiaries," which will help you determine what you'd like your legacy to look like, how you can fund it, and how you can protect what matters most with life insurance. Presented by our team and John Nieranowski, Regional VP from RiverSource Life Insurance Co. We encourage you to forward this invitation to friends or family who might be interested.
Visit the events tab on our website to RSVP, call Ali at 914.269.6706, or copy and paste the link below. Once you’ve RSVP’d, we’ll send you the link you’ll need.
https://www.ameripriseadvisors.com/team/lombardi-and-associates/events
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.
Helping you keep an eye on the future is what we do best.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch.
AMERIPRISEADVISORS.COM
Will stocks persist to new highs?
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
