We know that the pandemic is having a significant impact on our communities and are committed to making a difference. Ameriprise has accelerated our corporate donations by adding an additional $100,000 to our long-time partner Feeding America, which teams locally with the Atlanta Community Food Bank. This will help provide an additional 1 million meals on top of the 2.5 million meals we already contribute each year. We are committed to supporting our neighbors!
How are you progressing towards achieving your goals? I can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Today’s the perfect time to make the next right step toward your long-term financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
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.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. I’m here to help.
AMERIPRISE.COM
Dealing with job loss
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?
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
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
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
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
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
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
