#FinancialFriday
A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. I can work with your tax professional to help.
FORBES.COM
How Tax Code Changes Can Affect Retirees
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
Working toward your long-term financial goals starts with making the next right move.
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
#FinancialFriday
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
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Happy Birthday Matt!!!
Enjoy your day.....
-from your office team
#FinancialFriday
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
#FinancialFriday
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
Happy Birthday Mary!!!
Have a great day....
-from your office crew
#FinancialFriday
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
Working toward your long-term financial goals starts with making the next right move.
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
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
#FinancialFriday
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
#FinancialFriday
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
#FinancialFriday
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. I’m here to help.
