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
Wishing you a safe, fun and relaxing Labor Day!
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
Do you feel like you have saved enough toward retirement? I am consistently seeing statistics on baby boomers not being prepared for retirement based on lack of savings strategies during the accumulation phase.
The key to a successful retirement is saving directly toward a specific goal. The most important side of that is living within your means. I'd love to hear about how you are currently saving and you thoughts on it!
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
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
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?
This tool is a great way to view the pro's & cons of leaving money in your old 401(k) vs. moving the money into an IRA. If you have recently left your job, give this tool a try & reach out with your results!
AMERIPRISE.COM
IRA rollover evaluator
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Please join us for a virtual seminar!
2020 US PRESIDENTIAL ELECTION - 10 TRUTHS NO MATTER WHO WINS
Presented By: Brian Levitt
Global Markets Strategist with Invesco
TUESDAY OCTOBER 27TH AT 4PM
Hosted By: The Westborough Branch of Ameriprise Financial Services, LLC
AMPFADVISORS.WEBEX.COM
ampfadvisors.webex.com
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
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
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.
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?
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
Ameriprise gives me the opportunity to work extremely close with non-profit organizations through Community Connections. If you or someone you know is part of a local non-profit, please do not hesitate to reach out so we can chat further!
My December focus will be on market trends. I'm happy to be a resource for any questions.
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
To all my fellow golfers-
Are you trying to keep your swing together through the winter? Each year, I tell myself that I am going to stay active with my swing through virtual golf. I'm sticking to it this year! Reach out if you'd like to set up a tee time with me at a local spot!
Best wishes for a peaceful holiday season.
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Being organized can save you time and money. What are you doing to get better organized this month?
What are your wellness goals for the new year?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
Join us this afternoon!
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
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
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
Check out our updated Events page for some fantastic webinars coming up in February & March. Please reach out if you would like to attend!
AMERIPRISEADVISORS.COM
Financial seminars and events - Matt Clifford | Ameriprise Financial
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Together, we can work to envision your ideal financial future – and build it.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Spring has sprung! What are you hoping to accomplish this season?
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Check out our updated website for the next webinar event on March 24th @ 4PM!
AMERIPRISEADVISORS.COM
Financial seminars and events - Matt Clifford | Ameriprise Financial
