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.
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5 types of fraud to watch out for
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.
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 and NASDAQ have dipped below their 50-day moving averages. For both, these averages and recent highs may pose resistance over the coming weeks, particularly as markets grapple with a bitter election and mixed virus trends. #AmeripriseResearch
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
We are one week away from our first of two Medicare webinars. We hope you can join us on either Tuesday, October 27th at 9:30 AM CST or Thursday, November 12th at 12:00 PM CST to learn more about Medicare. Please call 920-574-2936 or email Beth at elizabeth.wallace@ampf.com to reserve your spot. We hope to virtually see you there!
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
How comfortable are you with risk? We can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
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
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
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
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Boost Your Retirement Income in 3 Steps | Kiplinger
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
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.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
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
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
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.
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How you can benefit from tax diversification
Tomorrow is our second and final educational seminar on the SECURE Act. This legislation could impact your estate, tax, and retirement planning strategies. We will host this discussion from 12:00-12:45 CST tomorrow, January 26th. If you are able to join us, please email Beth at elizabeth.wallace@ampf.com or call us at 920-574-2936. Click on the link for more information. Thanks!
https://www.ameripriseadvisors.com/team/lowery-associates/events/
AMERIPRISEADVISORS.COM
Financial seminars and events - Lowery & Associates | Ameriprise Financial
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
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New President; Same Market | Ameriprise Newsroom
We are one week away from our first of two virtual events about the Secure Act. Attendees will learn more about how this legislation could change your tax, retirement, and estate planning strategies. Our first event will be next Thursday, January 21st from 9:30-10:15 AM CST. Our second event will be the following Tuesday, January 26th from 12:00-12:45 PM CST.
To RSVP, please email Beth at elizabeth.wallace@ampf.com or call 920-574-2936. We hope to (virtually) see you there!
https://www.ameripriseadvisors.com/team/lowery-associates/events
AMERIPRISEADVISORS.COM
Financial seminars and events - Lowery & Associates | Ameriprise Financial
