Happy World Photography Day!
Photography is a passion of many of our clients. For those that have shared various photos throughout the years with us we truly appreciate it! The pictures that are within Jeff’s office and are in this team photo were taken by one of our wonderful clients.
Happy International Self-Care Day!
We are happy to announce our new team members - Kara Sauerwalt and Keya Pothireddy. Kara will be a part of our Marketing Fall Internship and Keya will be a part of our Business Administration Fall Internship.
Kara is rising junior at NC State University majoring in Business Administration with a concentration in Marketing, as well as a minor in Graphic Communications.
Keya is a rising sophomore at NC State University, majoring in Economics and minoring in Computer Programming and Statistics.
We appreciate you joining us in providing a warm welcome for Kara and Keya.
Day 5: Beneficiary Designations
Some types of assets allow you to name a beneficiary. Assets with beneficiary
designations are typically not subject to probate, as a beneficiary designation
supersedes a will.
Day 4: Trusts
Trusts are complex estate planning vehicles and is leveraged for a number of different purposes. They can be used to determine how a person's money should be managed and distributed while that person is alive, or after their death. A trust can help avoid taxes and probate. It can protect assets from creditors, and it can dictate the terms of an inheritance for beneficiaries.
Day 3: Living Will & Durable Healthcare Power of Attorney
Your medical POA can cover all health care decisions and allows a person you can specify to make those decisions on your behalf if you are incapacitated.
Day 2: Durable Power of Attorney
What is a Power of Attorney?
A POA is a legal power for an organization or person that you specify to act on
your behalf for legal and financial matters
This week is estate planning week! There is a wealth of conversations that we have with our clients regarding estate planning and we want to take the time to share some of that with you! So we are going to share one important topic each day this week.
Day 1 - Wills
The cornerstone of any estate plan. Your will can outline what happens to
your assets and who will receive your property
Check us out in the Cary Magazine pages 48-49 and Main and Broad pages 12-13. We are very excited to be featured in these two great community magazines.
Cary Magazine:
https://issuu.com/carymagazine/docs/cm_october_2020
Main and Broad:
https://issuu.com/mainandbroadmag/docs/mb_octnov_final
Happy Veteran's Day!
For the past 25 years, our office has proudly participated in the Ameriprise National Day of Service by supporting the Food Bank of Eastern & Central NC and helping provide hunger relief.
As a result of COVID-19, demand on Feeding America® member food banks have increased greatly. Now, more than ever, our communities need our support. That is why our office is conducting a virtual food drive now through November 13th, 2020 to support the Food Bank of Central & Eastern NC.
There is no need to make a trip to the grocery store to help feed neighbors who need support. You can make a food donation, just by clicking on the link below.
https://www.justgiving.com/fundraising/mcclaugherty-associates
So far we have raised : $900
Jeff will match donations to the Food Bank of Eastern & Central NC up to $750.00 (total combined contributions).
While we can’t gather in volunteer groups this year, we hope you’ll consider joining us and other Ameriprise advisors, employees and clients in providing nutritious meals to individuals and families in our communities.
JUSTGIVING.COM
McClaugherty & Associates National Day of Service Virtual Food Drive
Today is Election Day! Don't forget to vote! If you are wondering on how the election could impact your financial goals, we have some resources on our website you can check out. Click the link below to see these resources.
https://www.ameripriseadvisors.com/team/mcclaugherty-associates/resources
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Day 7: Digital Life
Providing a comprehensive list of personal usernames and passwords, as well
as any personal requests regarding your digital life will allow your loved ones
to take care of this.
Day 6: Document Location
Should you pass away, it’s not only important to have estate planning
documents, but you need to inform your executor or heirs where these are
located.
Today is Data Privacy day! Check out this link to learn more about data privacy and its importance.
Check it out! https://staysafeonline.org/data-privacy-day/
STAYSAFEONLINE.ORG
Data Privacy Day - Stay Safe Online
“There comes a time when one must take a position that is neither safe nor politic nor popular, but he must take it because his conscience tells him it is right.”
- Dr. Martin Luther King, Jr.
Today, we honor the sacrifices that Martin Luther King, Jr. made to fight injustice in this nation. We hope that his legacy lives on in this country.
Today is National Trivia Day, to celebrate, here are a few questions to answer. Post your answers as a comment to this post and check back tomorrow and we will post the answers!
1. Who was the first American billionaire?
-Henry Ford -John D. Rockefeller -Andrew Carnegie - J.P. Morgan
2. Who was the first woman to earn a seat on the New York Stock Exchange?
-Abigail Johnson -Sallie Krawcheck -Shari Redstone -Muriel Siebert
3. Which bill ($1, 5, 10, 20, 100) is the most counterfeited?
4. How long is the typical lifespan of $1 bill?
5. What % of the world's currency is actual physical money?
Happy New Year! So long, 2020. Let's make 2021 better than 2020!
What’s your favorite winter activity?
