With life’s ups and downs, a strong support group is essential. On this World Mental Health day, I take a moment to reflect on everything I’m thankful for. At the top of my list is family! I wouldn’t be where I am today without them. #WorldMentalHealthDay
If you haven't had a chance yet, sign up to join me for a Virtual Cooking Class on October 14th!
Time to cook up some fun and join in making Mexican Sopes and Margaritas
Time to cook up some fun and join in making Mexican Sopes and Margaritas!
I will be hosting several conference calls with a special guest speaker, Mr. Ben Patterson, Attorney at Law and Partner of the Fleisher Patterson Law Firm. Ben will be discussing “Estate Planning: Getting Your Affairs In Order During Turbulent Times”. Please join, and share this invite and have others join us as well!
All times are listed in Mountain Time.
• Monday, August 17th at 10 a.m.
• Wednesday, August 19th at 4:30 p.m.
• Thursday, August 20th at 2:30 p.m.
Conference info:
Dial-In:
1 (877) 250-4302
Passcode: 746 3472#
PLEASE EMAIL ALL QUESTIONS IN ADVANCE TO: matthew.s.monks@ampf.com
I will be hosting several conference calls with a special guest speaker, Mr. Ben Patterson, Attorney at Law and Partner of the Fleisher Patterson Law Firm. Ben will be discussing “Estate Planning: Getting Your Affairs In Order During Turbulent Times”. Please join, and share this invite and have others join us as well!
All times are listed in Mountain Time.
• Monday, August 17th at 10 a.m.
• Wednesday, August 19th at 4:30 p.m.
• Thursday, August 20th at 2:30 p.m.
Conference info:
Dial-In:
1 (877) 250-4302
Passcode: 746 3472#
PLEASE EMAIL ALL QUESTIONS IN ADVANCE TO: matthew.s.monks@ampf.com
Amid rising bond defaults, it can be challenging to find yield for your income goals. Head of Fixed Income Brian Erickson shares potential solutions to discuss, including asset quality, investment segments and weighting.
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
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?
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
A BIG thank you to everyone who joined me for our Virtual Cooking Class with Chef Diego from Create Cooking School.
We had a great time getting to cook and chat while making delicious sopes!
I hope all who attended enjoyed it as much as I did!
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
In planning out the road map of my clients' lives we must address the fact that we all will face sickness and eventually will pass away. While these things are not pleasant to think about or discuss, the foundation of great Financial Planning must address things like the cost and likelihood of long-term care. Failing to plan for this does not make the risk go away, and with a proper plan in place we can all enjoy retirement with dignity on our own terms.
My daughter Ava, for my birthday last month, unbeknownst to my wife and I, took her chore money and went to the store. She bought me a card as well as some chocolate for my birthday. She penned a message in the card that no matter how disappointing or hard this year has been that she is so thankful that she has me as her dad. It was definitely a tearjerker! She exhibit this kindness and care with everyone she is around at all of 11 years of age.
Happy World Kindness Day Everyone! Feel free to share a story of when someone was kind to you.
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Today I would like to salute all veterans, including our clients and my own grandfather. Thank you for all of your service and sacrifice!
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Today is game day! Time to enjoy some hot wings. What is your favorite tailgating snack?
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
Let's test our knowledge with a virtual trivia night!
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
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together. #strengthinneighbors
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
