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
How comfortable are you with risk? I 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?
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.
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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Our Ameriprise team wishes you a festive fall season! We are working safely to assist you with your financial plan. Please let our professional staff know how we may continue to serve you!
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
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.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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.
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
We would like to congratulate Sheridan Mitchell for successfully completing a significant achievement. She has passed her Series 7 Exam! We are proud to have Sheridan on our team.
Remembering all our Veterans today! Thank you for your service!
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? We can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
MacKenzie & Associates staff recognize Go Red for Women today in support of cardiovascular health in women.
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
Happy Birthday Kosciuszko! Today people around the world celebrated the 275th anniversary of Tadeusz Kosciuszko's birth. The Polish hero is best known for his support of the Colonial Army during the American Revolution. While he is known worldwide for his military service, in central Mississippi the Polish/American hero is known as the namesake of our town, Kosciusko, the only incorporated city in Mississippi named in his honor! How proud we are of our town and its heritage!
Join us in wearing RED on Friday, February 5, in observance of GO RED for Women and support the fight against cardiovascular disease in women's health.
