Although you can start collecting benefits at age 62, waiting to collect Social Security can pay off. I can help you time your benefits as part of an overall cash-flow strategy.
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
Happy Birthday to one of our financial advisors, Jim Grove! We hope your day is wonderful!
Today, we remember the nearly 3,000 lives lost on September 11, 2001. We pay tribute to the sacrifices made by so many and we think of the families they left behind. Let us never forget.
Medicare enrollment can be difficult to navigate. I can review your options and help you plan for future health care costs.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
Wishing you a safe, fun and relaxing Labor Day!
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. We can help you make sure you’re protected. Call our office to schedule some time to review your group benefits 225-766-4059.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
Investors are optimistic about a potential stimulus deal, but remain concerned about a drawn out election following the first presidential debate.
CNBC.COM
Dow jumps 400 points amid stimulus hopes and upbeat data, cutting September's losses
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.
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?
Today is Boss’s Day! We couldn't let the day pass without recognizing the best! Thank you, Lee, for always believing in us, pushing us to grow, and bringing out the best in us. You make working hard easy!
Watch an Ameriprise expert summary of stock market and election implications for the current investment environment, including: COVID-19 trends and potential fiscal relief, U.S. and China trade, the outlook for stocks in 2021 and investment focus areas.
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
As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
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!
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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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
It's Super Bowl Sunday! What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
We would like to wish a very Happy Birthday to team member, Ashley Fairchild! We hope your day is fantastic!
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
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Happy New Year! We've never been more excited for a New Year! So long, 2020!
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, we would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
