Even in the most challenging of times, we can work together to help you navigate uncertainty.
We are ready to help you and anyone in your life. Let us know how we can help!
www.YourOdyssey.com
#YourOdyssey #OBD #NavigatingChallenges #HereToHelp
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Share what your go to coffee beverage is in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #CoffeeLovers #CoffeeDay
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision.
Have you started a new job within the past year?
www.YourOdyssey.com
#YourOdyssey #OBD #NewBeginnings #StartToday
AMERIPRISE.COM
Financial planning and investment advice during job transition
If you or someone you know is facing unemployment or uncertainty, we can help explore provisions of the CARES Act and other options to meet your needs.
We are here and always looking to help new people. Give the office a call at 859-838-4400 to schedule your complimentary first meeting.
www.YourOdyssey.com
#YourOdyssey #OBD #NewFaces #StartToday
AMERIPRISEADVISORS.COM
7 actions to take if you’re unemployed
The changing of seasons is a good reminder to review your financial goals.
When is the last time you sat and wrote out your goals?
www.YourOdyssey.com
#YourOdyssey #OBD #FallWeather #GoalAssessment
New guidelines from the IRS will allow for mid-year adjustments to certain workplace benefits. If you are considering a change, we can help you evaluate your options.
Are you taking advantage of all of your benefits?
www.YourOdyssey.com
#YourOdyssey #OBD #Benefits #HereToHelp
CNBC.COM
IRS will allow for mid-year changes to health plans and flex spending accounts
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
We would love to help you plan for the unexpected!
www.YourOdyssey.com
#YourOdyssey #OBD #Unexpected #PlanToday
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
The team had some fun today celebrating bosses day!
Scott B, Melissa, and Scott O had a private concert from the Odyssey Band, singing "Happy Bosses Day" written by Practice Manager, Theresa Eggemeyer. It was a remix of Journey's song "Don't Stop Believing".
Today we celebrate our three amazing bosses and all they do for Odyssey!
www.YourOdyssey.com
#YourOdyssey #OBD #BossesDay #OdysseyBand
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.
Need assistance connecting with an attorney? Let us help!
www.YourOdyssey.com
#YourOdyssey #OBD #StartNow #EstatePlanning
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
You can access all of your goals and track your progress on the Ameriprise App. Need help getting it set up? Call the office at 859-838-4400.
www.YourOdyssey.com
#YourOdyssey #OBD #AmeripriseApp #GoDigital
Happy Anniversary to Mary Smith and her husband, Kenny. They are celebrating their 46th anniversary today. Mary brought in her wedding album to share with the team.
Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice and providing executive summaries.
Help us wish them a Happy Anniversary!
www.YourOdyssey.com
#YourOdyssey #OBD #WeddingAnniversary #Celebrate
After business planning and preparing for 2021, the team decided to go and try ax throwing!
We are excited to kick off 2021 with new goals to achieve and a team to make it happen. We are open and ready to assist, not only you, but your friends and family. Want to see if we are a good match for you? We offer a complimentary initial consultation so you can learn about who we are and what we can do for you.
If you've gone ax throwing, share a picture with us in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #AxThrowing #PlanFor2021
Happy Veterans Day!
Today we recognize two veterans we have in the office, Kim Whaley and Scott Osborne. To the military personnel and the families that support them, thank you for your service and sacrifice.
Share a picture of your veteran with us in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #VeteransDay #ThankYou
Help us give back to those struggling with hunger. This year’s circumstances may be different, but the need is stronger than ever. Visit our link below to support us in our virtual food drive for FreeStore Foodbank. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
www.YourOdyssey.com
#YourOdyssey #OBD #FreeStoreFoodbank #DayOfService
SECURE3.CONVIO.NET
I just donated to Freestore Foodbank Virtual Food Drive, and you can too!
Ameriprise is committed to meeting immediate needs in the communities where we live and work. That's why we have partnered with Freestore Foodbank to host a virtual food drive. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
#YourOdyssey #OBD #FreeStoreFoodBank #VirtualFoodDrive
NEWSROOM.AMERIPRISE.COM
Giving back to communities in a time of crisis | Ameriprise Newsroom
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
www.YourOdyssey.com
#YourOdyssey #OBD #PlanToday #WorryLess
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Who is ready to schedule their complimentary consultation? Call 859-838-4400 and speak with our Client Concierge, Julie Schleper.
Your first meeting will focus on your financial needs, goals and values. During the conversation, you’ll learn the value of personalized advice, how we work, and the next steps. It’s an opportunity for you to get a sense of what it might be like to work together.
Could anyone in your life benefit from a second opinion?
www.YourOdyssey.com
#YourOdyssey #OBD #Complimentary #FirstMeetings
In honor of National Homemade Soup Day, we are bringing Tasty Tuesday to Thursday!
Here is an office favorite, Theresa's Chicken Tortellini Soup.
What is your favorite soup?
www.YourOdyssey.com
#YourOdyssey #OBD #NationalHomemadeSoupDay #ChickenSoup
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take the time to understand what’s truly important to you.
What can we help you achieve so that you feel more confident and secure about your financial future?
www.YourOdyssey.com
#YourOdyssey #OBD #GoalsBased #HereForYou
Tasty Tuesday!
Nothing sounds better than a bowl of chili when the weather is cold. Here is Scott Brooks family recipe for white chicken chili.
Do you prefer normal chili or chicken chili?
www.YourOdyssey.com
#YourOdyssey #OBD #OdysseyCookBook #Chili
There is nothing better then having something to occupy your time during the cold months.
Financial Planning Assistant, Mary Smith has been busy working on cross stitch for some friends and family!
What have you been doing to stay busy this winter?
www.YourOdyssey.com
#YourOdyssey #OBD #CrossStitch #WinterCrafts
TAX TIME
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
Did you know we work closely with our clients accountants for tax planning?
www.YourOdyssey.com
#YourOdyssey #OBD #TaxSeason #TaxPlanning
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
