It has been an eventful hurricane season and as Hurricane Delta approaches, our thoughts are with everyone in the affected areas. Please stay safe.
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? I can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
October is Women’s Small Business Month. If you’re thinking about starting a business, we can help with financial tips and other considerations for getting your new venture off the ground.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
Staying focused amidst uncertainty can help you reach your future financial goals.
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.
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.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
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
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
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
Smart tax strategies can help you keep more of your money and optimize how much you save for financial goals. I can help you benefit from tax diversification.
AMERIPRISEADVISORS.COM
How you can benefit from tax diversification
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
