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
From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses. Let's discuss preparing for the unexpected in your long term plan.
AMERIPRISEADVISORS.COM
Planning for unexpected medical costs
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Working toward your long-term financial goals starts with making the next right move.
Planning for long-term care services can be overwhelming. Lets review your plan and in the meantime, here are some things to think about.
CNBC.COM
Many Americans will eventually need long-term care. Here's how to pay for it
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?
I am proud to support CaringWorks and the fantastic work they do. 2020 marks my tenth and final year on the board of directors. As we look around, it is easy to see a world of struggle and chaos with the pandemic situation, social unrest, wildfires and extreme weather. Here in Atlanta, right under our noses, we have a shining example of people in need finding the helping resources that make an impact and create lasting positive change.
www.caringworksinc.org
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
How do they do it? Here are some great tips to save without cutting out the fun things that make you happy. What are your secret saver ideas?
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Over the years, we have had the pleasure of serving several employees of Georgia Pacific and the Cobb Chamber of Commerce. If you know anyone impacted by changes in employment at these organizations, we can help them navigate their retirement account options
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
In our practice, we enjoy the opportunity to work with folks on ALL financial matters. Even if it’s just providing a place to sign and witness some documents for a refinance, we are working hard to safely provide the service required to get our clients to their goals. Do you feel like you’re getting “red carpet” service from your current financial advisor? If not, then maybe it’s time we talk.
Today is the day to start a healthier lifestyle. Do it for your loved ones, do it for yourself. #GreatAmericanSmokeOut
Working toward your long-term financial goals starts with making the next right move.
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
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
This coffee from @Cafe' Vendome was so artistic I almost didn't want to drink it! Enjoyed being face to face- a.k.a- mask to mask here with a client here today. Important to support local businesses as we find creative ways to keep in touch with those we care about. http://www.cafevendome.com/
For LGBTQ couples, financial obstacles are sometimes unique. Let’s make sure you have a strategy that supports your goals.
CNBC.COM
For the LGBTQ community, family brings extra benefits and costs
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
