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
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
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.
Budgeting 101 isn’t just for young adults. Helping your employees get a handle on their daily expenses begins with understanding budgeting basics. I can help. #financialwellness
“Love like there's no tomorrow; live like there's no yesterday. We're forgiven; now go love people like we believe it.”
– Bob Goff, author of Love Does
Financial wellness is good for employees but did you know it can help your business too? Talk to me to learn how offering financial wellness can help you reach your benefits participation goals. #nationalfinancialplanningmonth
“Give away kindness like you’ve got a hole in your pocket.”
– 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.
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?
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Interested to learn how an employee financial wellness program would round out your existing benefits package? I can show you how. #nationalfinancialplanningmonth
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
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.
Working toward your long-term financial goals starts with making the next right move.
“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
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
"I never would have been able to tithe the first million dollars I ever made if I had not tithed my first salary, which was $1.50 per week." - John D. Rockefeller
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?
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
