I am currently accepting new clients. If you or someone you care about is interested in a complimentary consult, take 2 minutes to follow this link, send me an email and we can set up an appointment that fits your schedule.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
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
The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility.
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Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
AMERIPRISE.COM
Dealing with job loss
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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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?
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10 Things You'll Spend Less on in Retirement | Kiplinger
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
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Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Please join us today, 11/16 at 12:30pm during your lunch hour at our complimentary virtual WEBINAR, "Legacy Planning - How to Transfer Lifetime Income to Beneficiaries," which will help you determine what you'd like your legacy to look like, how you can fund it, and how you can protect what matters most with life insurance. Presented by our team and John Nieranowski, Regional VP from RiverSource Life Insurance Co. We encourage you to forward this invitation to friends or family who might be interested.
Visit the events tab on our website to RSVP, call Ali at 914.269.6706, or copy and paste the link below. Once you’ve RSVP’d, we’ll send you the link you’ll need.
https://www.ameripriseadvisors.com/team/lombardi-and-associates/events
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
We invite you to spend your lunch hour with us at our complimentary virtual WEBINAR, Monday, November 16th, at 12:30pm: "Legacy Planning - How to Transfer Lifetime Income to Beneficiaries," which will help you determine what you'd like your legacy to look like, how you can fund it, and how you can protect what matters most with life insurance. Presented by our team and John Nieranowski, Regional VP from RiverSource Life Insurance Co. We encourage you to forward this invitation to friends or family who might be interested.
Visit the events tab on our website to RSVP, call Ali at 914.269.6706, or copy and paste the link below. Once you’ve RSVP’d, we’ll send you the link you’ll need.
https://www.ameripriseadvisors.com/team/lombardi-and-associates/events
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
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.
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
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
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