Staying focused amidst uncertainty can help you reach your future financial goals.
A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Today’s the perfect time to make the next right step toward your long-term financial goals.
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Working toward your long-term financial goals starts with making the next right move.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
All of us at Zimmerman and Associates are proud to share that Working Mother magazine named Linda Zimmerman one of their Top Wealth Advisor Moms for 2020! Congratulations, Linda and thank you to our wonderful clients for making this possible. https://www.ameripriseadvisors.com/team/zimmerman-and-associates/financial-advice-team/linda.j.zimmerman
AMERIPRISEADVISORS.COM
Ameriprise Advisor
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.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Working toward your long-term financial goals starts with making the next right move.
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?
How will you give back this holiday season?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
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
Is there a light at the end of the tunnel for the U.S. economy? Ameriprise Chief Economist Russell Price summarizes what could either stall or reinvigorate economic activity this year.
AMERIPRISEADVISORS.COM
The economic outlook for 2021
It's National Compliment Day! What's the kindest compliment you ever received and who was it from?
https://nationaltoday.com/national-compliment-day/
Get the personalized advice you need to envision and build a confident financial future.
Tomorrow is the first event in our 2021 Seminar Series! The live link to the event can be found on the Events page of our website: https://www.ameripriseadvisors.com/team/zimmerman-and-associates/events/
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
Zimmerman & Associates recognizes the contributions of American women who have made history, broken barriers, and changed the country for the better. #womenshistorymonth
It's critical that we quiet our minds and truly "hear" our clients; this is the key to best-in-class service, tailored to each individual's needs.
“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church
Happy International Women's Day to you, you, you, you, and YOU!
https://www.internationalwomensday.com/
INTERNATIONALWOMENSDAY.COM
International Women's Day 2021 theme: Choose to Challenge
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
This weekend is DAYLIGHT SAVINGS TIME - don't forget to spring ahead, everybody! Here comes the sun, here comes the sun....
Together, we can work to envision your ideal financial future – and build it.
Join us this Thursday at noon for our seminar on the lessons of wealth transfer. The live WebEx link can be found on the Events page on our website: https://www.ameripriseadvisors.com/team/zimmerman-and-associates/events
