Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
The summer is nearing an end, which means that it is time for a new school year! Check out DeAnna's daughter, Madison, and Drew's sons, Hunter and Teddy, as they recently went "back to school"! Good luck to all the students out there, and thanks to the parents for turning their homes into classrooms in this virtual schooling environment.
Wishing you a safe, fun and relaxing Labor Day!
We’re not late – every day is International Cat Day! Here are some pictures of Hannah, Dick, and Michelle's lovable furry friends!
Happy Independence Day!
Thank you to all who have contributed to our fundraiser! Our office is still collecting donations for Capital Area Food Bank through Friday, June 26th.
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. 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://giving.capitalareafoodbank.org/story/Fofxig
Thank you for your support and consideration!
GIVING.CAPITALAREAFOODBANK.ORG
Support Circle in a Square Advisors Virtual Food Drive on Capital Area Food Bank
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
For the past few years, our office has proudly participated in the Ameriprise National Day of Service by supporting Food and Friends and helping provide hunger relief.
As a result of COVID-19, demand on Feeding America member food banks has increased greatly. That is why our office is conducting a virtual food drive from October 23 (today) to November 6 to support the Capital Area Food Bank.
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. You can donate just by clicking on the link below. Thank you!
https://give.capitalareafoodbank.org/circleinasquareadvisors
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?
We have moved to a new location! Our new address is 1220 19th St NW #205, Washington, DC 20036 - just one block south of our previous office. The office is still accessible by the Dupont Metro station, with numerous parking garages within walking distance. Please update your records accordingly, and we look forward to seeing you at our new office soon!
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?
Best wishes for a peaceful holiday season.
Happy New Year! So long, 2020.
Jump start your employees' financial wellbeing during National Financial Wellness month. Reach out to learn more on how the financial health of your employees impacts your bottom line. #financialwellness
If you made getting your finances in order your New Year’s resolution this year please reach out to see how we can help! Lets make a plan to help achieve your goals.
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. We're here to help.
Being organized can save you time and money. What are you doing to get better organized this month?
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
Please help us in welcoming our new Operations Director Heather Leibowitz! Heather grew up in south Florida and moved to Alexandria, Virginia 3 years ago where she now lives with her boyfriend Mike. She enjoys hiking, exercising, and traveling. We are lucky and excited to have her! Hannah is moving into a Paraplanner role at our practice where she will work closely with the team to develop financial plans. We're excited for her continued growth! Congratulations to both Hannah and Heather!
What are your wellness goals for the new year?
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Snow much fun!!
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
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
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Wishing you a lovely Valentine’s Day!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
National Love Your Pet Day was celebrated on February 20. Whether cats, dogs, or birds, our furry friends are showered with love and affection on this day! History of National Love Your Pet Day Pets have been a part of human life for thousands of years. Enjoy our furry friends!
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
What future goal are you saving for? #AmericaSavesWeek
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Help your employees manage their money – don’t let it manage them. We can provide resources ranging from personal budgeting tools to saving strategies for long-term goals. Contact us today for help developing a #financialwellness plan.
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
Today and every day, we celebrate the achievements of women and support the fight for gender equality. #ChooseToChallenge #IWD2021 #AmeripriseWomen
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
