Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup! How many cups do you drink each day?
Today is National Daughters Day. To celebrate the occasion, I brought breakfast to each of my girls at their desks as the school day started. Scarlett was happy to see me - she is 10 years old. Stella is almost 15 and her reaction was closer to exasperation. Any words of advice about raising a teenager?!?
What did financial confidence mean to my client?
Having the confidence to walk away from a high paying, high stress career into the glory of a well deserved retirement, confident that he will be financially secure as a result of sound retirement planning. How do you define financial confidence?
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
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
In the spirit of celebrating National Get to Know Your Customer's Day, we thought it would be fun to hear your answers to this question: What was the first thing you bought with your own money when you were a kid?
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. Let's discuss your strategy!
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
National Transfer Money To Your Son Day is October 13. I'm sure he'll appreciate finding the money in his account today ,but this gets me to thinking about the benefit of having a sound financial plan so you can be prepared for everything that comes up in your child's life from the unexpected to acceptance to college. Let's talk now about planning for your child's future.
I know this is my inner geek talking here, but I was thinking about portfolio diversification when I made fried rice the other night. Too many investors want to time the market. They are all in, or "going to cash" often at the wrong time! A blend of investments that is customized to your risk tolerance, time frame and objectives is a solution you can stick with in good markets and during volatility.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
I hear this question often and thought it helpful to share some quick tips. I'm always available to answer your questions.
THESTREET.COM
How to Tap a Life Insurance Policy for Cash
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%. MacKelfresh and Associates has expert advice available in-house to help with tax planning for the year ahead.
CNBC.COM
Here are the new income tax brackets for 2021
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community. I am here to help make sense of how these decisions impact you directly.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
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.
Many of you know that I am committed to living a healthy life style. Early morning runs, a little tennis and ( more) golf, and lots of running around with my kids. What are your wellness goals for the new year?
Being organized can save you time and money. What are you doing to get better organized this month?
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Happy New Year!! As we start this wonderful new year, I am focused on delivering high quality advice & service, tailored to the needs, dreams, & goals of each client.
Would love for you to share what you will be focused on in 2021-don't be shy!
Happy New Year! So long, 2020.
The New Year is a great opportunity to start making your dreams come true. Be brave, dream big and be healthy in the year ahead. Happy New Year!
