Virtual Event: Working Together Online: Digital Solutions, Personalized Advice
October 8, 2020 @ 7:00pm
Presented by Richard R. Miller
Learn about our online tools and steps you can take to protect yourself online.
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As we enter the last quarter of the year, it is a good time to assess your tax situation. Wondering where you stand? Use our 1040 Tax Estimator for 2020 tool!
If you have any questions, give us a call! We are here to help.
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1040 Tax Calculator
Today marks that magical moment in New England when the trees turn shades of red, orange and yellow and the air becomes crisp. Pumpkin patches, apple picking, hot cider donuts are on our list – what are your favorite things to do this fall?
#FirstDayofFall #NewEnglandFall
In our webinar this Friday, we will discuss ROTH IRA’s but before planning for retirement, you have to first understand your goal. The first step is creating your vision for retirement with your loved ones.
What is your vision for your retirement?
#retirement #financialadvisor
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Top habits for financial harmony
September 25 is quickly approaching!
Join us for a complementary virtual session on Roth IRA's, followed by "Breathe: Simple Techniques to de-stress at your desk" on September 25th at 12:00pm EST.
Register here: https://bit.ly/3k7q6P5
If you have someone in your life with college ambitions, let’s talk about saving strategies. Saving early in THEIR life can make a big impact on YOUR retirement! #collegetuition #savings
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. If you have questions, we are here to help.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
All of us at R. Miller & Associates are thrilled to announce that Richard Miller has been named to the **Forbes Best-in-State Wealth Advisors list, 2020**.
Congratulations, Richard! We’re proud to work alongside you to help our clients achieve their financial goals.
#Forbes #bestinstate
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The Greatness of #Tuscany
Join us on Thursday, October 22nd for a one-hour virtual tour of the art and history of the Tuscany region of Italy with Dr. Rocky Ruggiero, Ph.D.
Dr. Ruggiero is a dynamic and passionate speaker, and his love of this region is contagious. If you have traveled to Tuscany, this webinar will rekindle your memories. If you have not, perhaps this will inspire you consider a trip once it is safe to do so. Either way, it will be an experience you will not forget!
October 22 @ 5:00pm ET
Details & Registration: https://www.ameripriseadvisors.com/team/r-miller-associates/events
#virtualtravel #italy #pisa #florence
Last night we had the first of three webinars we will be hosting this month! It was a fabulous evening with great questions from our audience. We hope you can join us for one of our next events this month!
**October 22** – The Greatness of Tuscany with Rocky Ruggiero, Ph.D. Art History Professor and Italian Renaissance Expert
**October 29** – Getting to know the basics: The essentials to better understanding your finances
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
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Find a Financial Advisor who is right for you | Ameriprise Financial
Happy Birthday to 🎉🎉Ryan Miller🎉🎉! Ryan is currently attending Merrimack College in Massachusetts, where he is a guard on the #MerrimackWarriors basketball team. While going to school, he is also working as an intern at R. Miller & Associates.
All of us at R. Miller & Associates are proud to share that Barron’s named Richard Miller one of their Top 100 Independent Financial Advisors for 2020!
In addition, Barron’s named Richard as one of their Top 1,200 Financial Advisors for 2020.
We’d like to thank our clients for putting their trust in us and making this recognition possible.
https://www.ameripriseadvisors.com/richard.r.miller/profile
Earlier this year, Congress passed the CARES Act, which provided an automatic payment suspension on federal student loans through September 30th. In August the federal student loan relief program was extended through December 31, 2020. Contact us to find out what this means to you and how we can help you make the right decision for your situation.
https://www.ameripriseadvisors.com/team/r-miller-associates/insights/highlights-of-the-cares-act
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Highlights of the CARES Act
One of our team members had an experience and sharing it with you seems like the perfect way to start the week…
Today is a beautiful day, for whoever needs to hear it, this is for you.
Yesterday while waiting for my coffee I was thinking about all that was ahead of me for the day. A woman walked by me, slows down, looks at me and smiles (what I can assume was a smile under a mask) and says ‘what a beautiful day it is.’ This hit me and completely changed my perspective on the whole morning, day and week - a total stranger stopped to share her thoughts and positivity with me. It left me feeling that I could also have that same great outlook on the day and share that positivity with others during such a tough time.
#staypositive #bekind
Wondering what you should know about your finances? Have you started to think about holiday meals? We can help!
Join us on Thursday, October 29 at 12:00pm ET for our monthly financial and physical wellness webinar!
#financialadvisor #finance
https://www.ameripriseadvisors.com/team/r-miller-associates/events
Ah Tuscany! On Thursday evening Rocky Ruggiero transported us from our individual homes to the idyllic cities of Tuscany: Pisa, Siena, and Florence. Among the many stories and histories, we learned about the Palio di Siena – a horse race unique in the world and a center of Siena’s history and culture. At the end of the evening we were all left with wanderlust, and ready to enjoy a nice bottle of chianti! #virtualtravel #nopassportneeded #tuscany #siena #florence #pisa
🎉🎉Congratulations Amy!🎉🎉
Amy joined our team 3 years ago and her passion for all things financial is made clear in her work every day! She is a consummate professional, who is dedicated to tailoring our clients experience to their needs. Her infectious laugh brings us together as a team, even as we are working remotely. Thank you for all you do Amy!
For LGBTQ couples, financial obstacles are sometimes unique. Our team is here and ready to make sure you have a strategy that supports your goals. #financialadvisor
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
Concentrated, smooth, rich, bittersweet. All excellent words to describe espresso. What is your favorite way to enjoy this delectable drink?
#worldespressoday
Helping to keep your data safe is one of our top priorities. As our client, you have safe access to your accounts via the Ameriprise secure website. Be sure to practice protective behaviors, like creating strong passwords and using the online message center to communicate securely with us.
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Identity Theft: What you need to know!
This week is International Fraud Awareness Week. Throughout the week, we will be sharing information on the various types of fraud, how they happen and what you can do to prevent being a victim.
#fraudawarenessweek
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Identity theft: What you need to know
Today! If you can’t make our webinar TODAY at 12:00pm ET “Navigating your job transition,” here is a great article that outlines some of the same information. If you have questions, we are here to help. To register for the webinar, send an email to Christina Cobas at christina.cobas@ampf.com.
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7 actions to take if you’re unemployed
Happy National Marriage Week! Get married is exciting, but for some the financial part can be a bit stressful!
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Marriage and Finances
🎉🎉Happy Birthday Marissa!🎉🎉
Marissa is an intern at RM&A and today we wish her a very Happy Birthday!
Congratulations 👀Callie! 👀
Callie joined RM&A 4 years ago and currently leads our Advice Delivery Team in the role of Financial Planning Manager. Callie’s diverse skill set, including being a CPA, has expanded the expertise of our team and become a reliable resource for our clients. She is keenly aware of the most current legislation and keeps our team up to date on items that may impact our client’s financial goals. Every day our team appreciates her extensive knowledge and kind heart!
Thank you for all you do Callie! #financialadvisor #finance
Families and Finance… How difficult is it to talk to your spouse or family members about money? Research suggests that it might not be as difficult as it once was…
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Financial attitudes and behaviors are shifting
Congratulations 🎉John!🎉
John joined the RM&A team one year ago in a newly created position as Business Development Manager. John brought his experience as a politician, a college professor, and a financial advisor to RM&A. His focus is supporting our team and providing a personalized experience for each of our clients. Every day our team appreciates his humor and advice!
Thank you for all you do John! #financialadvisor #finance
RM&A is growing! Please welcome 🎉Scott Wilson!🎉
Scott joins our expanding team in his new role as Financial Planning Assistant. Originally from New York, Scott is a Certified Public Accountant and he recently made the move to Massachusetts. While New York and Massachusetts have many things in common, he is still getting used to the sheer volume of Dunkin shops!
Scott brings a unique set of skills and talents to our team and clients. Welcome to RM&A Scott!
#TeamMemberTuesday
