Even in the most challenging of times, we can work together to help you navigate uncertainty.
Staying focused amidst uncertainty can help you reach your future financial goals.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
A year from now, you’ll be glad you remained focused on your long-term goals today. I'm here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
“Give away kindness like you’ve got a hole in your pocket.”
– Bob Goff, author of Love Does
As most of you know, I have a huge heart for animals, but most importantly dogs. Dogs help us in many ways. Jordy (my handsome Brittany Spaniel), is always there for me no matter what. Learn how they can impact your life in a positive way!
#LineageRetirement
https://www.akc.org/expert-advice/lifestyle/5-ways-dogs-help-humans-be-healthier-and-happier/
AKC.ORG
5 Ways Dogs Help Humans Be Healthier and Happier – American Kennel Club
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
If you have health insurance enrollment before the year ends, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
😊
#LineageRetirement
Put stock market conditions into perspective within a portfolio. 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 proposals. Watch on my homepage.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
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
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.
The real question of the season....Pumpkin spice OR Apple Cider?
If you can only choose one, which would it be?
My personal choice would be apple cider. :D
#LineageRetirement
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?
Plans for the weekend anyone?
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?
The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
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
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
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
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. I can help you plan for both.
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.
NEWSROOM.AMERIPRISE.COM
The Country and Investors Await Election Results | Ameriprise Newsroom
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
We can help you use the time-tested strategies of portfolio diversification and asset allocation to help mitigate risk.
AMERIPRISEADVISORS.COM
Loss mitigation for your investment portfolio
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
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
Good luck to all Michigan rifle hunters on opening day, tomorrow! As for the ladies, we did crafts. 😁
Helping you keep an eye on the future is what I do best.
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
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
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
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.
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.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Working toward your long-term financial goals starts with making the next right move.
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
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
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Even though he is begging, he still grabs my heart ❤ Look at those eyes! #lineageretirement
#lineageretirement
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
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
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
It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.
AMERIPRISEADVISORS.COM
Year-end tax strategies that could save you money
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
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
AMERIPRISEADVISORS.COM
2 key considerations for emerging market investments
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
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.
NEWSROOM.AMERIPRISE.COM
When Bad News Becomes Good News | Ameriprise Newsroom
How will you give back this holiday season?
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
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
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.
May your Hanukkah be filled with peace, joy and light.
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?
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.
USATODAY.COM
More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate
What’s your favorite winter activity?
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
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Investors Await News on Three Negotiations | Ameriprise Newsroom
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.
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.
IMAGES.CONTENT.WMPSMKTG.COM
images.content.wmpsmktg.com
Best wishes for a peaceful holiday season.
What’s your favorite winter activity?
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
The rules for holiday tipping are a little different this year. Who are you adding to your list?
CNBC.COM
'Tis the season: Here's your guide to holiday tipping during the coronavirus pandemic
“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
Happy New Year! So long, 2020.
Wishing you and yours a joyous Kwanzaa!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
How strong is your faith?
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, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
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. #strengthinneighbors
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. #strengthinneighbors
Being organized can save you time and money. What are you doing to get better organized this month?
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Jump start your employees' financial wellbeing during National Financial Wellness month. Reach out to learn more on how the financial health of your employees impacts your bottom line. #financialwellness
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
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.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
What are your wellness goals for the new year?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Jump start your employees' financial wellbeing during National Financial Wellness month. Reach out to learn more on how the financial health of your employees impacts your bottom line. #financialwellness
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
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
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
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
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Get the personalized advice you need to envision and build a confident financial future.
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
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
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
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
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
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
Sure is cold, but sure is beautiful. Great day for a cozy fire and coffee, along with this view. #lineageretirement
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Even the most successful professionals benefit from professional financial advice. Let’s talk.
During times of volatility and uncertainty, not everyone has a financial professional to turn to with questions. Our team would love the opportunity to help you, or someone you care about, get on track to reach your financial goals. Message me or call 906-753-2400 to schedule a complimentary, introductory meeting with our team. #Lineageretirement
@RACHAELECKERTADVISOR
Rachael Eckert - Ameriprise Financial Advisor
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.
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
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.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
Show me your pets! Here are my babies - Jordy "Baby" and Tank "Old Man"! #LoveYourPetDay #Lineageretirement
Global stock funds received record inflows last week. Chief Market Strategist David Joy discusses fiscal stimulus and elevated valuation risks.
NEWSROOM.AMERIPRISE.COM
Investors Can’t Ignore the Market’s Excess | Ameriprise Newsroom
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
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
Wishing you a lovely Valentine’s Day!
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
As a client of Ameriprise, you’re supported not only by me but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
"He who bestows his goods upon the poor shall have as much again, and ten times more." - John Bunyan
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
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
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
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
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
As a client of Ameriprise, you’re supported not only by me but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
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
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
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
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
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
Did you know: For every degree you lower your thermostat, you can lower energy costs by 5%. #moneysavingtips #energysavingstips #savetoinvest
Did you know: For every degree you lower your thermostat, you can lower energy costs by 5%. #moneysavingtips #energysavingstips #savetoinvest
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
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
Social Security solvency is an ongoing question. Chief Economist Russell Price discusses the program’s financial status and pandemic impacts.
AMERIPRISEADVISORS.COM
Will the pandemic affect Social Security reserves?
Spring has sprung! What are you hoping to accomplish this season?
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
You’ve worked hard and saved for retirement, but how do you know your savings will last? Let’s talk about solutions that can help you make sure your money will last as long as you need it.
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger