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. Be sure to practice protective behaviors, like creating strong passwords and using the online message center to communicate securely with us.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Do you have a fear of market roller-coaster rides? It’s understandable to be concerned, but don’t let short-term panic ruin your long-term plans. We can help ensure you have a plan in place that is driven by your goals and not your emotions. #NationalFinancialPlanningMonth
To all the teachers out there, especially our teacher clients...you know who you are, now more than ever we appreciate your commitment and dedication to teaching our children! #WorldTeachersDay
Consider five factors that could influence stock prices in the final quarter of 2020.
Happy Monday! It's a new week with new goals. Let's do this!!
Thanks to the pandemic, Halloween is going to look a lot different this year. Some may be putting out a purple pumpkin, letting everyone know that their home is "Covid-free". Others may be leaving treats on the front stoop or locking up the house and turning off the lights! What creative ways will you be handling trick-or-treaters this year?
PEOPLE.COM
Halloween Isn't Canceled! Creative Ways to Celebrate Safely at Home This Year
“Friday is a day to finish your goals for the week. It is a day to celebrate that which you set out to accomplish at the beginning of the week.” —Byron Pulsifer
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
It's National Estate Planning Week! 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. Do you have your ducks in a row?
T-minus two weeks to go before the big move! What a difference in just a few weeks! So much has been done in such a short time. This week our new office is being painted! We are all looking forward to moving in and for our clients to see it in person! Remember to stay tuned to our Facebook and LinkedIn pages to see the latest pics and updates!
As everyone prepares for a different type of Thanksgiving this year, one thing remains the same...there will be turkey and stuffing. To stuff or not to stuff though? That is the question! Which do you prefer?
REALSIMPLE.COM
7 Show-Stopping Stuffing Recipes That Prove Why It's the Most Essential Thanksgiving Side
Working toward your long-term financial goals starts with making the next right move.
As always, we are here to help!
2020 has been a crazy year but at least November has proven to be the month for new beginnings! In addition to moving to our new office suite, our team has grown as well. We'd like to introduce Aron Mestel, who joins our team as a financial advisor with 16 years experience. We are happy to welcome Aron to the Flagship Wealth Planning family! In case you were wondering, behind the masks we are all smiling! :)
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
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Unfortunately, Thanksgiving is not going to be as traditional as we all hoped it would be. But there are ways to keep it festive. How are you going to be celebrating this year?
REALSIMPLE.COM
How to Host Thanksgiving Safely This Year
February is American Heart Month and today, February 5th is National Wear Red Day! So wear something red to show your support for women's heart health!
#NationalWearRedDay
#AmericanHeartMonth
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
This year's big game may be different but one thing remains the same, our love for the food! Whether it's wings, nachos, heroes, we all look forward to the spread! What is your favorite food for the big game?
FOODANDWINE.COM
18 Essential Super Bowl Appetizers to Make This Weekend
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
We may not all be in the office physically but the Flagship team is up and running for business! Hope you are staying safe on this snowy blustery day!
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
