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.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
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
Medicare enrollment can be difficult to navigate. I can review your options and help you plan for future health care costs.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
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
“Stand up like a mountain; have faith like a rock; love like an avalanche.”
– Bob Goff, author of Love Does
There is still time to RSVP for our Virtual Event: 2020 U.S. Presidential Election - 10 TRUTHS NO MATTER WHO WINS
When: this coming Monday, October 19th at 12pm PST
Event will be held via Microsoft Teams - link provided upon registration. For more information visit our Events tab at www.LuvoWealthAdvisors.com
Feel free to invite your friends or family who, like you, find our services beneficial!
LUVOWEALTHADVISORS.COM
www.luvowealthadvisors.com
Two more days to register for our Virtual Event: 2020 U.S. Presidential Election - 10 TRUTHS NO MATTER WHO WINS
When: this coming Monday, October 19th at 12pm PST
Event will be held via Microsoft Teams - link provided upon registration. For more information visit our Events tab at www.LuvoWealthAdvisors.com
Feel free to invite your friends or family who, like you, find our services beneficial!
LUVOWEALTHADVISORS.COM
www.luvowealthadvisors.com
Register now for our upcoming Virtual Event:
2020 U.S. Presidential Election - 10 TRUTHS NO MATTER WHO WINS
When: this coming Monday, October 19th at 12pm PST
Event will be held via Microsoft Teams - link provided upon registration. For more information visit our Events tab at www.LuvoWealthAdvisors.com
Feel free to invite your friends or family who, like you, find our services beneficial.
LUVOWEALTHADVISORS.COM
www.luvowealthadvisors.com
When there’s uncertainty in the market, We can help you make the next right move.
YOUTUBE.COM
The next right move | Ameriprise Financial
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Our experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
https://www.ameriprise.com/financial-news-research/election-2020/?cid=eCl_sr_111642
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
There is still time to RSVP for our upcoming Virtual Event: The Washington Update - POST Election.
When: this coming Monday, November 9th at 6pm PST.
https://www.ameripriseadvisors.com/james.s.bennett/events/
Event will be held via Microsoft Teams - link provided upon registration. For more information visit our Events tab at www.LuvoWealthAdvisors.com
Feel free to invite your friends or family who, like you, find our services beneficial!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
There is still time to RSVP for our upcoming Virtual Event: The Washington Update - POST Election.
When: this coming Monday, November 9th at 6pm PST.
https://www.ameripriseadvisors.com/james.s.bennett/events/
Event will be held via Microsoft Teams - link provided upon registration. For more information visit our Events tab at www.LuvoWealthAdvisors.com
Feel free to invite your friends or family who, like you, find our services beneficial!
LUVOWEALTHADVISORS.COM
www.luvowealthadvisors.com
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
Happy New Year! So long, 2020.
We’re excited to announce that we are growing! We’d like to thank our clients for putting their trust in us and making this possible. Please visit our website for job descriptions for the TWO positions that are open. Spread the word, feel free to share with qualified candidates!
https://www.ameripriseadvisors.com/james.s.bennett/careers
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Many on my team shared that their families had to cancel Thanksgiving this year due to covid. SO, we had our very own Luvo Family Thanksgiving today! So yummy!!!
Luvo Wealth Advisors is growing! Please follow link below, then scroll down to Career Opportunities for a brief description. For additional information please email Meghan.a.bedell@ampf.com. Feel free to share with qualified candidates!
https://www.ameripriseadvisors.com/james.s.bennett/careers
AMERIPRISEADVISORS.COM
Ameriprise Advisor
We are excited to introduce our latest Team member, Jacom Clarkson!
Jacom graduated in May 2020 from Utah Valley University with a Bachelor of Arts Degree, International Business Management. He is also ready to sit for the Certified Financial Analysis designation.
From: Provo, Utah
Favorite saying (learned from his Mom): “Half the battle is showing up”
Favorite book: Oh, the Place You’ll Go! by Dr. Seuss
Interesting fact: Jacom speaks Mandarin
