Even in the most challenging of times, we can work together to help you navigate uncertainty.
We are ready to help you and anyone in your life. Let us know how we can help!
www.YourOdyssey.com
#YourOdyssey #OBD #NavigatingChallenges #HereToHelp
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Share what your go to coffee beverage is in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #CoffeeLovers #CoffeeDay
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision.
Have you started a new job within the past year?
www.YourOdyssey.com
#YourOdyssey #OBD #NewBeginnings #StartToday
AMERIPRISE.COM
Financial planning and investment advice during job transition
If you or someone you know is facing unemployment or uncertainty, we can help explore provisions of the CARES Act and other options to meet your needs.
We are here and always looking to help new people. Give the office a call at 859-838-4400 to schedule your complimentary first meeting.
www.YourOdyssey.com
#YourOdyssey #OBD #NewFaces #StartToday
AMERIPRISEADVISORS.COM
7 actions to take if you’re unemployed
The changing of seasons is a good reminder to review your financial goals.
When is the last time you sat and wrote out your goals?
www.YourOdyssey.com
#YourOdyssey #OBD #FallWeather #GoalAssessment
New guidelines from the IRS will allow for mid-year adjustments to certain workplace benefits. If you are considering a change, we can help you evaluate your options.
Are you taking advantage of all of your benefits?
www.YourOdyssey.com
#YourOdyssey #OBD #Benefits #HereToHelp
CNBC.COM
IRS will allow for mid-year changes to health plans and flex spending accounts
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
The team had some fun today celebrating bosses day!
Scott B, Melissa, and Scott O had a private concert from the Odyssey Band, singing "Happy Bosses Day" written by Practice Manager, Theresa Eggemeyer. It was a remix of Journey's song "Don't Stop Believing".
Today we celebrate our three amazing bosses and all they do for Odyssey!
www.YourOdyssey.com
#YourOdyssey #OBD #BossesDay #OdysseyBand
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
Need assistance connecting with an attorney? Let us help!
www.YourOdyssey.com
#YourOdyssey #OBD #StartNow #EstatePlanning
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.
You can access all of your goals and track your progress on the Ameriprise App. Need help getting it set up? Call the office at 859-838-4400.
www.YourOdyssey.com
#YourOdyssey #OBD #AmeripriseApp #GoDigital
Happy Anniversary to Mary Smith and her husband, Kenny. They are celebrating their 46th anniversary today. Mary brought in her wedding album to share with the team.
Mary is responsible for maintaining and tracking the workflow of our financial planning process, documenting advice and providing executive summaries.
Help us wish them a Happy Anniversary!
www.YourOdyssey.com
#YourOdyssey #OBD #WeddingAnniversary #Celebrate
The time to stress about the markets is never. we can help you navigate today’s changing markets to reach tomorrow’s goals.
How can we help you stay focused on your long term goals?
www.YourOdyssey.com
#YourOdyssey #OBD #Goals #FinancialConfidence
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Happy Veterans Day!
Today we recognize two veterans we have in the office, Kim Whaley and Scott Osborne. To the military personnel and the families that support them, thank you for your service and sacrifice.
Share a picture of your veteran with us in the comments!
www.YourOdyssey.com
#YourOdyssey #OBD #VeteransDay #ThankYou
Help us give back to those struggling with hunger. This year’s circumstances may be different, but the need is stronger than ever. Visit our link below to support us in our virtual food drive for FreeStore Foodbank. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
www.YourOdyssey.com
#YourOdyssey #OBD #FreeStoreFoodbank #DayOfService
SECURE3.CONVIO.NET
I just donated to Freestore Foodbank Virtual Food Drive, and you can too!
Ameriprise is committed to meeting immediate needs in the communities where we live and work. That's why we have partnered with Freestore Foodbank to host a virtual food drive. No amount is too small!
https://freestorefoodbank.org/ofa-food-drive
#YourOdyssey #OBD #FreeStoreFoodBank #VirtualFoodDrive
NEWSROOM.AMERIPRISE.COM
Giving back to communities in a time of crisis | Ameriprise Newsroom
Don’t worry about tomorrow. Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
www.YourOdyssey.com
#YourOdyssey #OBD #PlanToday #WorryLess
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Odyssey Financial Advisor will be hosting a virtual food drive from November 2 to November 20!
Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season.
Here is the link to donate to our virtual food drive:
https://freestorefoodbank.org/ofa-food-drive
#YourOdyssey #OBD #GivingBack #NationalDayOfService
SECURE3.CONVIO.NET
I just donated to Freestore Foodbank Virtual Food Drive, and you can too!
In honor of National Homemade Soup Day, we are bringing Tasty Tuesday to Thursday!
Here is an office favorite, Theresa's Chicken Tortellini Soup.
What is your favorite soup?
www.YourOdyssey.com
#YourOdyssey #OBD #NationalHomemadeSoupDay #ChickenSoup
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why we take 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?
www.YourOdyssey.com
#YourOdyssey #OBD #GoalsBased #HereForYou
Tasty Tuesday!
Nothing sounds better than a bowl of chili when the weather is cold. Here is Scott Brooks family recipe for white chicken chili.
Do you prefer normal chili or chicken chili?
www.YourOdyssey.com
#YourOdyssey #OBD #OdysseyCookBook #Chili
There is nothing better then having something to occupy your time during the cold months.
Financial Planning Assistant, Mary Smith has been busy working on cross stitch for some friends and family!
What have you been doing to stay busy this winter?
www.YourOdyssey.com
#YourOdyssey #OBD #CrossStitch #WinterCrafts
TAX TIME
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
Did you know we work closely with our clients accountants for tax planning?
www.YourOdyssey.com
#YourOdyssey #OBD #TaxSeason #TaxPlanning
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Who needs a new book to read? Here are 21 books from Forbes that will make 2021 the best year!
What book has made a difference in your life? Share it with us in the comments.
https://www.forbes.com/sites/lauragarnett/2021/01/04/21-books-that-will-make-2021-your-best-year-yet/?sh=671053d2da00
www.YourOdyssey.com
#YourOdyssey #OBD #BookClub #2021
FORBES.COM
21 Books That Will Make 2021 Your Best Year Yet
