Even in the most challenging of times, we can work together to help you navigate choppy waters and changing tides.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Sign-up, tune in, and spread the word!
#moneymatters #financialeducation
Jaclyn Lantieri Quinn
September 29 at 12:40 PM ·
Nicole Magnusson is joining me for our class next week! Register at moneyschool.org
It is #NationalCoffeeDay! How do you brew?
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?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
Today is National #GoodNeighborDay. Many thanks to our client community for trusting Point to Point Wealth Planning with your hard earned assets and to my neighbors and friends for being there through the ups and downs! #WontYouBeMyNeighbor #ThankYou
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
The age you begin collecting Social Security impacts your lifetime benefits. I can help you choose a date that fits your long-term financial goals, and your current priorities.
AMERIPRISEADVISORS.COM
When should you start collecting Social Security benefits?
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process. Read and share with friends and family who are looking for a new space to call their own.
#homeownership #homebuying
AMERIPRISE.COM
5 financials steps for home buyers
October is Women’s Small Business Month. If you’re thinking about starting a business or have an established small business, my team and I can help with financial tips and guidance to various resources to help your venture thrive.
#WomensSmallBusinessMonth #WomanOwned
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Nicole Magnusson updated their phone number.
This month, like every month, financial advisors like me are hard at work helping clients like you stay on track to achieving your financial goals. If you are not sure if hiring a financial advisor would work for you, let's find out through a complimentary initial consultation.
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
Last week, U.S. stocks reached their highest gains in months. What will the start of third-quarter earnings season bring? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Third Quarter Earnings Season | Ameriprise Newsroom
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. My team and I can help you make sure you’re adequately protected.
As we enter into the seasons of giving, I am reminded of the culture of generosity here at Ameriprise. I am proud to continue the tradition in my own community by donating to Children & Families First among other nonprofits and causes in Delaware.
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.
#scams #cybersecurity
AMERIPRISE.COM
5 types of fraud to watch out for
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Has the pandemic caused you to consider adopting a feline family member? Here’s a realistic picture of how much owning a cat may cost you.
KIPLINGER.COM
12 Costs of Owning a Cat | Kiplinger
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.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Let's schedule some time to explore what a meaningful legacy means to you.
This week, revisit your existing estate plans (wills, medical directives, powers of attorney, guardianship wishes, etc.). If you're not there yet, consider taking some time to reflect on the legacy you want to leave. If you need guidance, contact me.
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React to Rising Virus Cases and Stimulus Uncertainty | Ameriprise Newsroom
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
Together, we can track your progress and update your strategies as circumstances change. Let's get to work to keep you moving toward your goals.
#goals #retirement
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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?
Please be safe, be kind, be careful, be smart, and cast your vote today if you haven't already. #VOTE #PeoplePower #2020
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
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote. Please vote tomorrow!
#VOTE #ElectionDay
Wishing you a safe and spooky #Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
It’s World Kindness Day. I'd love to hear how you have "celebrated" or benefited from this day. Share a picture or a few words about your "World Kindness Day!"
#WorldKindnessDay #BeKind #Kindness
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
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
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
Take a look at this article to learn about charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage, and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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.
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.
We're so happy to have Edwin and Karen join our team!
Point To Point Wealth Planning
9 hrs ·
In an effort to further improve your service with Point to Point Wealth Planning, we are excited to announce the addition of two new support members to our team!
Edwin Overvliet joins us as a Client Service Specialist. He comes to us from the Netherlands! Edwin came to the United States about 5 years ago. With his wife, Emily, and two daughters Lilly (2), and Olivia (3 months), they enjoy their weekends taking day trips to explore the area.
Edwin will be offering advisor support, client service, and back-office processing.
Karen Gebhart joins us as our Business Development Specialist. She is a life-long Delawarean and also the President of the Ladies Auxiliary for the Hockessin Fire Company. There she enjoys planning the many events they have as well as taking good care of the men and women protecting our community!
Karen will be responsible for scheduling and confirming appointments, as well as making sure forms are properly prepared and processed.
Please help us welcome our two new members of the Team! We look forward to you meeting them once our world opens up again!
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning.
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Bonds can play an important role for investors who are focused on income rather than growth. But bond values are sensitive to changing interest rates. Let’s talk about ways to protect your retirement income—no matter how rates move.
Though the month is coming to a close, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
#protection #longtermcare #ltc #retirement
Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Facing Three Significant Headwinds | Ameriprise Newsroom
Trying to choose between two big home projects? Start on the one with the best return.
As the markets go up and down, staying focused on your long-term financial goals can help you remain calm and reach them.
Point To Point Wealth Planning
November 19 at 7:23 PM ·
Are you ready for the holidays? I know Thanksgiving is next week, but at Point To Point Wealth Planning we are already thinking about Christmas and Hanukkah! We just couldn't resist our second year sponsoring a tree through Delaware Hospice's annual event Festival of Trees. While there is not a live event this year to view the trees, they are all still beautifully decorated and online for your viewing pleasure. Click on the link below to view all the sponsored trees and you can even vote for your favorite! You may notice about 2/3 of the way down the page, our own "Milestones and Dreams" tree. We would love your vote!!!
https://give.delawarehospice.org/campaign/vote-for-your-favorite-senior-tree/c309716
Helping you keep an eye on the future is what my team and I do best.
The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s
NEWSROOM.AMERIPRISE.COM
Investors Look to the Future with Optimism | Ameriprise Newsroom
67% of my working millennial peers have nothing saved for retirement, and only 34% participate in their employer’s plan. Are you one of them? Getting the right advice and education is critical in this stage of your journey – let’s connect to start planning for your future!
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking about your concerns so we can begin building a plan.
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
Indulge your wanderlust and connect to the broader world – without getting on a plane!
CNTRAVELER.COM
101 Ways to Travel Without Leaving Your House
Can you believe tomorrow is already #SmallBusinessSaturday? Join me in celebrating Small Business Saturday by sharing some of your favorite local businesses. #ShopSmall #SBS #NetDE
On Pearl Harbor Remembrance Day, we take a moment to think of the 2,403 service members and civilians lost on this day 79 years ago.
#pearlharbor #remember
Uncertainty is a normal part of financial investing. It's natural to feel unsettled, but now is not the time to abandon long-term objectives. With the right perspective, we think it’s possible to look past uncertainty and successfully navigate change. Let’s connect to make a plan.
Local non-profits are doing their part to help our neighbors this holiday season. Let’s show them what we can do when we work together. Ask me how. #strongertogether #community
Keep an eye on the future with financial advice, focused on you.
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Shopping local can really make an impact this holiday season. Make an effort to visit local small businesses in your town, search for your state on Etsy to find unique handmade gifts, or ask for suggested retailers on social media to help keep our local business thriving!
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations!
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
#stocks #investments #markets
Increases in online shopping usually lead to increases in online #fraud attempts. Learn how to protect yourself from #scams this holiday season.
TIME.COM
Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected
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
May your Hanukkah be filled with peace, joy and light.
Will you be giving back this holiday season with your time, talents, or money?
Giving back can be rewarding. I can help you create a charitable giving plan that reflects your values and takes tax considerations into account.
AMERIPRISE.COM
What's your giving path?
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
It’s not too early to help your employees get in financial shape for 2021. Year end is an opportune time to focus on financial matters and start setting goals for the coming year. I'm here to help. #financialwellness
I'm proud to be associated with Ameriprise – a firm that earned a Hearts & Wallets Top Performer™ recognition in “unbiased, puts my interests first.” This designation reflects my commitment to ensuring that our work together is personalized to you, based on your individual financial goals.
Learn more at: https://bit.ly/2ArNjde
AMERIPRISE.COM
Ameriprise Financial Reviews
If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
Have a very Merry Christmas!
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Best wishes for a peaceful holiday season.
Financial stress can disrupt employee productivity. If you own or manage a local business, contact me to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program.
What’s your favorite winter activity? My favorite activity is huddling around a fireplace or under a warm blanket sipping hot cocoa or cider, dreaming about summer!
“Let your light shine today, and let your personality blossom, too. You don't have to be a people-pleaser, just a people-lover.” - Beth Moore, Living Proof Ministries
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond. Let's get started!
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
Being prepared for winter driving conditions can help you reach your destination, safe and warm!
#TuesdayTips #Winter
CONNECTBYAMFAM.COM
Insurance Tips for Drivers, Homeowners, Renters
Don’t worry about tomorrow. Plan for it! Let’s connect and review your long-term goals to avoid short-term worry.
“Generosity helps us make a concerted effort to keep the needs of others in the forefront of our thinking. Rich people should not feel guilty, but we should feel responsible. We are called to be good stewards of the resources we have been privileged to manage.” - Andy Stanley, Senior Pastor of North Point Community Church
This new year brings a host of new opportunities. While you check progress toward your current goals, consider setting new ones as well.
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
Even in the most challenging of times, we can work together to help you navigate the choppy waters of uncertainty.
Start a new tradition this year; pick your favorite local shop or non-profit and make a commitment to helping them thrive.
#community #shopsmall #shoplocal
What are your health and wellness goals for the new year?
Dreaming of warmer weather? Consider these five factors before investing in a snowbird lifestyle.
FORBES.COM
Financial Planning For The Snowbird
Are you protecting yourself online? Learn three of the most common types of cybercrime and how you and your loved ones can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
Being organized can save you time and money. What are you doing to get better organized this month? Is Marie Kondo helping you de-clutter?
Here comes the weekend! What do you look forward to most - down time with a good book and a cup of tea, getting active outside, getting to-do list items done, or all three?
We can never fully eliminate stress, but we can get ahead of it. Working with a financial advisor is one way to potentially reduce stress during times of uncertainty and volatility. Contact me to get started.
Today and every day, I respectfully honor the legacy of Rev. Dr. Martin Luther King, Jr.
#MLKDay #Ihaveadream #nationaldayofservice
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. I'm here to help.
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
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
Let’s all resolve to support our local businesses and non-profit organizations this year. It’s incredible what we can do when we do it together.
#community #shopsmall #shoplocal #strengthinneighbors
What's that on the horizon? It's a bird, it's a plane, ...it's the weekend!
What on your list of things to do this weekend?
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
Markets have reached record highs amid the pandemic, economic dynamics and a leadership transition in Washington. Watch experts discuss the economy, stock valuations, fiscal stimulus and corporate profits.
AMERIPRISE.COM
Research & Insights | Ameriprise Financial
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
Today is National Penguin Day! People celebrate this day to bring awareness to these cool creatures. There are 17 different types of penguins throughout the world! How many have you encountered in your travels?
#penguins #nationalpenguinday #happyfeet
Please take a moment to watch and share my video about charitable giving strategies. If you or someone you know is interested in learning more, reach out to me at 302-995-7526, Nicole.Magnusson@ampf.com, or visit my site at www.ameripriseadvisors.com/nicole.magnusson
Point To Point Wealth Planning
January 19 at 2:18 PM ·
Did you know that you can contribute to your favorite charities and non-profits in a way that may provide tax benefits? Watch the video below for some tips.
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I can help you envision a solid financial future – and build it together.
What are your 2021 financial resolutions? If you didn't set any - no worries! Use this list as a starting point and contact me if you want to get serious about establishing and maintaining solid financial goals.
www.ameripriseadvisors.com/nicole.magnusson
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
#taxes #2021 #deadlines
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
Is there someone in your life who may benefit from additional financial guidance? I'd be happy to connect with them and offer a complimentary consultation. I look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
Nicole Magnusson - Financial Advisor in Wilmington, DE | Ameriprise Financial
Clients have spoken about their experience working with us and we are delighted with the results. Please visit our website to see our 5 out of 5 Client Satisfaction Rating. Thank you to those who have given feedback already; those who haven’t and wish to, please sign into your Ameriprise account and add your feedback via the “Submit a review” button in the “My Advisor” tab. Hearing from you helps us continue to improve the experience we provide to clients. As always, we appreciate your business.
https://www.ameripriseadvisors.com/team/point-to-point-wealth-planning
AMERIPRISEADVISORS.COM
Point To Point Wealth Planning - Wilmington, DE | Ameriprise Financial
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
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
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
We all do what it takes to protect our loved ones. I can help you do what it takes to protect your family’s financial well being too.
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
February 9th is National Pizza Day! What’s your favorite topping? Controversial pineapple? Savory anchovies? Mac n' cheese? (yes - it's a thing)
Let's hear your favorites in the comments below. As an added bonus, tag your favorite pizza shop to order from!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
www.ameripriseadvisors.com/nicole.magnusson
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
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. Read more about what you need to know to avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day tomorrow?
#RAKs #doGOOD #beKIND
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
Wishing you a lovely Valentine’s Day!
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.
AMERIPRISEADVISORS.COM
Dispelling 5 common retirement myths
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
During #AmericaSavesWeek this week, take a minute to reflect on all you’ve saved for. What’s your next financial savings goal?
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
February 20th is Love Your Pet Day! I can't have a furry friend due to my allergies, but I LOVE to see other peoples fur babies. Show off a pic of your pet in the comments. The more the better!
#LoveYourPetDay
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
Ladies, are you considering tax-efficient opportunities to grow and protect your retirement assets?
As the 10-year Treasury note yield has increased, so have expectations for GDP and inflation. Chief Market Strategist David Joy sums up key factors.
NEWSROOM.AMERIPRISE.COM
Should Investors Be Preparing for Inflation? | Ameriprise Newsroom
As the new presidential administration announces policy directions, what could it mean for your financial investments and goals? Ameriprise Chief Market Strategist David Joy summarizes what to watch for in a potential pandemic relief package, the stock market, taxes and U.S./China trade.
AMERIPRISEADVISORS.COM
Investor implications of the new executive branch
I’m pleased to share that I have joined the Black Empowerment Advisor Community Network (BEACN) at Ameriprise, one of several new networks the company has planned. BEACN will educate, empower and advocate on behalf of our colleagues, clients and the Black community. In addition to peer support and professional development, an important focus of the network will be increasing financial literacy within the community. I’m proud the company is taking this step forward and excited for what we’ll accomplish together!
#diversity #inclusion #BEACN
Hey clients! Want to see a more complete financial picture? Get started on adding all your outside accounts to Total View. Log in to your ameripise.com account to begin.
AMERIPRISE.COM
Online Financial Tracker & Tools
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
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family. Share with your friends and loves ones to spread the word.
AMERIPRISEADVISORS.COM
Understanding investment fraud
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
Bond market volatility remains elevated. Chief Market Strategist David Joy summarizes investors’ concerns behind stock market reactions.
NEWSROOM.AMERIPRISE.COM
Markets Try to Digest Rising Bond Yields, Inflation, Fed Policy and More Stimulus | Ameriprise Newsroom
Paying for college often involves a combination of savings, financial aid and loans. I can help you plan based on what’s right for your family’s goals and needs.
AMERIPRISE.COM
College savings plan and education savings plan
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
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support. I'm proud to represent an organization that provides an excellent experience to its advisors – allowing me to do the same for clients like you. https://bit.ly/3rgdCsp
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. Read the article below for a recap and if you have additional questions, I am here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
Together, we can work to envision your ideal financial future – and build it.
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
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Ameriprise is proud to be included in the Bloomberg Gender-Equality Index (GEI) for the second consecutive year! I'm excited to be part of a distinguished list of public companies that share a dedication to supporting women in the workplace. #BloombergGEI https://bit.ly/3kOwZX2
Wishing you buckets full of happiness on International Happiness Day!
#dontworry #behappy #internationalhappinessday
Spring has sprung! What are you hoping to accomplish this season?
As a client of Ameriprise, you’re supported not only by me and my team at Point to Point Wealth Planning, but an entire team of professional analysts dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
I am so proud to work with a team who genuinely cares and clients who want to give back to our communities.
#StrongerTogether #strongercommunities #inwilm #volunteer
Point To Point Wealth Planning
March 19 at 12:37 PM ·
Point To Point Team and some guests spent the morning helping REACH Riverside work on the parcel survey. We look forward to more volunteer opportunities with them this year. #withthecommunityforthecommunity
"Do not give, as many rich men do, like a hen that lays her eggs ...and then cackles." - Henry Ward Beecher
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
Pandemic legislation, such as the CARES Act and Families First Coronavirus Response Act, include potential tax breaks for people who are self-employed. Let’s have a conversation with your tax professional about what you can do before you file.
MARKETWATCH.COM
If you’re self-employed, don’t file your taxes without taking advantage of these two new tax breaks
Identity theft is now the fastest-growing crime in the U.S. Learn who is most at risk. #identitytheft #identityprotection
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
Bond-yield adjustments continue while expectations are rising for revenue and earnings growth. Chief Market Strategist David Joy sums up conditions.
NEWSROOM.AMERIPRISE.COM
On the Cusp of An Economic Boom: What Does it Mean for Investors? | Ameriprise Newsroom
