We're thrilled to announce that the incomparable Bill Morgan was named a Forbes Best-In-State Wealth Advisor for 2020! Each advisor on this list was chosen based on a combination of qualitative and quantitative criteria, but we didn't need to see the requirements to know Bill is one of the best! Every day we are so proud of his hard work and commitment to his clients, but today we want to say a special congratulations on this accomplishment!
www.ameripriseadvisors.com/team/morgan-associates/our-financial-advice-team/william.a.morgan
Who's ready for fall? Let us all enjoy the beauty of a new season!
Despite the recent correction, the five tech giants -- Apple, Amazon, Microsoft, Google, and Facebook, have largely supported the market recovery since March. Meanwhile, many non-tech sectors have yet to climb back to their prior levels. Let's discuss potential opportunities.
https://bit.ly/33ui8J8
92% said they were "likely to recommend the Ameriprise advice experience to friends and family."
We're proud to work alongside Ameriprise, a Fortune 500 firm with more than 125 years of experience helping people feel confident about their financial future. We want you to know that we're here for you during the most challenging times!
Read more about the Ameriprise report here:
https://yhoo.it/326lYJ4
Facing the fears & limiting beliefs that hold us back is one of life's greatest missions.
Let's read between the lines...
Inflation and a falling U.S. dollar may make international equities more attractive when economies worldwide recover from the coronavirus pandemic. If you'd like to have a discussion about the role international investments can play in your portfolio, please reach out.
https://cnb.cx/3jMz8AO
Apparently "Forest bathing" has proven medical benefits! Are you getting into nature more?
https://bit.ly/33gqu8w
GOODNEWSNETWORK.ORG
Americans Say COVID-19 Has Given Them a Newfound Appreciation of Nature - Good News Network
Despite the ongoing debate about virtual learning and how to reopen schools, most Americans can agree on one thing -- children should be receiving a proper financial education. Sadly, it's not happening across the board. A good topic for parents to discuss with the PTA!
https://bloom.bg/2GgWGPT
Don't leave money on the table! Year-end is a critical time for your financial & tax planning.
It's the most wonderful time every 4 years — Presidential election season! With Presidential & social media debates are aplenty, your job is to make sure you go out & vote!
https://bit.ly/2EJvk4q
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
Join us in congratulating Sharon Ruiz for 15 years with Morgan & Associates. We are blessed to have you on our team and grateful for the care you have shown our clients over the years.
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
https://bit.ly/3nwZEQu
We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have. What can you be thankful for today?
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
https://bit.ly/32yp6x4
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
Terra - the friendly voice that greets you when calling Morgan & Associates. Terra brings a happy, positive smile through the phone while assisting clients and helps support our back office as well. Working remotely due to the COVID onset has brought on new challenges for her. With 3 girls in College, High School and Elementary School, Terra has added the role of teacher to her resume skills. We are thankful for her hard work, dedication, and reliability towards our clients and financial team.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Stress comes from the need to control everything. It's good to stay open to the possibilities!
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
http://bit.ly/3sWMAr8
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
