Save the date!
We'll be hosting a Shred Day and Open House at our new building on Saturday, October 24th during 9AM - 1PM.
More information soon to follow!
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
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
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
A tax-efficient strategy for retirement income may help your retirement savings last longer.
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
How comfortable are you with risk? We can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? We can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
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
Take a tour of our new building off Airport Freeway in Bedford, TX.
Thank you Braeden Barrett for creating our video! You did a beautiful job capturing our vision.
(#3259697)
Our volunteering at the Walk to End Alzheimer's looked a little different from last year's. Though we had to be separated, we enjoyed supporting a great cause!
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
We had a wonderful turnout for our Shred Day and Open House last Saturday. Thank you to everyone who attended and supported our event!
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
Are you one of the many adults in the “sandwich generation” that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
What’s shaping the path of U.S. economic growth, including the presidential election? Ameriprise Chief Economist Russell Price shares his observations.
AMERIPRISEADVISORS.COM
Where is the economy headed?
What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track
Happy birthday, Dallas! We're all wishing you a day full of laughter, happiness, and a year that brings you much success.
In honor of all those who have served, we wish you a happy Veterans Day!
It's that time of year again! We'll be collecting new and unwrapped gifts now until December 12th for Toys for Tots. Come help us fill our boxes to help spread the Christmas Cheer this season!
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid any short-term worry.
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?
In observation of Thanksgiving, our office will be closing early today at 3pm and will be closed Thursday and Friday. We will be back in the office on Monday, November 30th back to regular working hours.
We wish everyone a safe and wonderful holiday season!
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
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
Our Toys for Tots boxes are filling up, but we still have room!
Since COVID, this year's campaign has hit an all time low and we would love your help to support this great cause. Toys for Tots recently launched an online toy drive that you can now donate from the comfort of your home!
https://toysfortotsbox.com/?utm_source=ToysforTotsFoundation&utm_medium=Website_DonateAToy&utm_campaign=ToysforTots_from_TFT
Santa is coming to our office this Saturday!
Contact Melissa in our office for questions and sign up information.
Wishing you a very Merry Christmas!
Merry Christmas Eve!
Our office will be closing early today at 12pm and we will return to normal working hours on Monday, December 28th.
We truly wish everyone a wonderful Christmas season spent with the ones you love!
Only 4 out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
Happy New Year! So long, 2020.
Happy New Year!
Our office will be closed today in observation of the holiday.
In the meantime, we're wishing you and yours a safe, healthy, and prosperous new year!
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
Pay down debt or save? We can help you make choices that reflect your goals, financial situation and risk tolerance.
AMERIPRISEADVISORS.COM
4 considerations for savings and debt
Please join us in celebrating some MomentUs (and momentous) anniversaries. Sally has been with our team for 15 years, and John joined our team 5 years ago, but will be celebrating 30 years with Ameriprise! Thank you both for your excellence and dedicated service to our team and our clients.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Please join us in welcoming Lauren Hebert to the MomentUs team! We are excited about Lauren and how her knowledge, positive attitude, work ethic, and compassion will help our team and our clients.
Lauren joined the team in December as a Financial Planning Specialist and has been in the industry since 2018. She enjoys working with clients in a variety of capacities and helping them achieve their personal goals. She currently holds her Series 7, Series 66, and Texas Health and Life Insurance licenses.
Lauren grew up in Colleyville, Texas and attended Texas Christian University where she earned a bachelor’s degree in economics and business. Lauren enjoys traveling, spending time with her friends and family, and any activities that involve the outdoors.
We know your goals are important — whether they include buying a second home, retiring, or traveling the world. That’s why our team takes 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?
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Our job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
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
The CARES Act waived RMDs in 2020, but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
The CARES Act waived RMDs in 2020, but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It's chilly outside! Wishing everyone a safe and warm week!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
The CARES Act waived RMDs in 2020, but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
It's chilly outside! Wishing everyone a safe and warm week!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
The CARES Act waived RMDs in 2020, but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
It's chilly outside! Wishing everyone a safe and warm week!
A special shout out to Alice Short for creating our beautiful watercolor murals of Fort Worth and Dallas. Donations were made towards the Zimbabwe Pensioners Support Fund that raise funds to help feed pensioners who lost farms, family, and finances under the socialist rule of Mugabe. Alice, thank you again for adding such beautiful artwork to our office that has so much meaning behind it.
Check out their website below!
https://www.zpsf.co.za/
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
It's chilly outside! Wishing everyone a safe and warm week!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
The CARES Act waived RMDs in 2020, but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
15 year ago, Guy Church and Scott Byrd formed a partnership that grew into the MomentUs team that we know and love today. They later hired their first administrative assistant, Sally, who has been on the team since the beginning. Congratulations to the original three! What a milestone.
Glimpses of spring are starting to pop up at the office. Don't forget to spring your clocks forward for Daylight Savings Time this Sunday!
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
A special shout out to Alice Short for creating our beautiful watercolor murals of Fort Worth and Dallas. Donations were made towards the Zimbabwe Pensioners Support Fund that raise funds to help feed pensioners who lost farms, family, and finances under the socialist rule of Mugabe. Alice, thank you again for adding such beautiful artwork to our office that has so much meaning behind it.
Check out their website below!
https://www.zpsf.co.za/
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
It's chilly outside! Wishing everyone a safe and warm week!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
Wishing Lauren, our Financial Planning Specialist, a very happy birthday! Thanks for all the hard work you do for our clients and our team.
Glimpses of spring are starting to pop up at the office. Don't forget to spring your clocks forward for Daylight Savings Time this Sunday!
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
A special shout out to Alice Short for creating our beautiful watercolor murals of Fort Worth and Dallas. Donations were made towards the Zimbabwe Pensioners Support Fund that raise funds to help feed pensioners who lost farms, family, and finances under the socialist rule of Mugabe. Alice, thank you again for adding such beautiful artwork to our office that has so much meaning behind it.
Check out their website below!
https://www.zpsf.co.za/
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
It's chilly outside! Wishing everyone a safe and warm week!
Save the Date!
Victims of last month's winter storms in Texas will have until June 15th, 2021 to file various individual and business tax returns and make tax payments!
If you have any questions regarding this update please reach out to us or your CPA for more information.
Wishing Lauren, our Financial Planning Specialist, a very happy birthday! Thanks for all the hard work you do for our clients and our team.
Glimpses of spring are starting to pop up at the office. Don't forget to spring your clocks forward for Daylight Savings Time this Sunday!
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
A special shout out to Alice Short for creating our beautiful watercolor murals of Fort Worth and Dallas. Donations were made towards the Zimbabwe Pensioners Support Fund that raise funds to help feed pensioners who lost farms, family, and finances under the socialist rule of Mugabe. Alice, thank you again for adding such beautiful artwork to our office that has so much meaning behind it.
Check out their website below!
https://www.zpsf.co.za/
