Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
Medicare enrollment can be difficult to navigate. I can review your options and help you plan for future health care costs.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
Shop local is more than a slogan. Local businesses add value to our community in many ways and our support is critical to helping them thrive. Together, we can continue to help them succeed. Let’s talk. #communitystrong
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
Health care costs typically increase with age. We can help you prepare and reduce the impact.
AMERIPRISE.COM
6 tips to help reduce your health care costs
Budgeting 101 isn’t just for young adults. Helping your employees get a handle on their daily expenses begins with understanding budgeting basics. We can help. #financialwellness
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave. Please call or message me if you would like to schedule an appointment.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. We can help you make sure you’re protected.
Is maxing out your 401(k) enough? Only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement. As we prepare for 2021, now is a good time to review your financial goals and see how you're progressing.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
When there’s uncertainty in the market, we can help you make the next right move. To schedule an appointment, please call our office at 304-472-8483.
YOUTUBE.COM
The next right move | Ameriprise Financial
A tax-efficient strategy for retirement income may help your retirement savings last longer. If you want to review your retirement goals, contact our office at 304-472-8483 to schedule an appointment.
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact us to learn how financial wellness completes your package. #financialwellness
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
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
Are you saving your cash for college in the most efficient way possible?
REALSIMPLE.COM
4 in 10 Parents Saving for College Are Making This Really Expensive Mistake
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Start a new tradition this year; pick your favorite local shop or non-profit and make a commitment to helping them thrive. We have some ideas to help. #communitystrong
What are your 2021 financial resolutions? Call our office at 304-472-8483 to schedule an appointment to discuss your goals or have a second set of eyes to review your retirement accounts.
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their goals. We here to help.
Tax Talk Thursday. With a new year, you should review your withholdings on your paychecks. If your refund is large, or you unexpectedly have a balance due, or if you upcoming life change, such as marriage or a new child in the home, consider revising your Form W-4.
Much 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. Call our office at 304-472-8483 to schedule a time to review your goals.
AMERIPRISEADVISORS.COM
Financial news and market insights - FORTIFY Private Wealth Management | Ameriprise Financial
It’s a great time to help your employees get their finances in shape and develop healthy financial habits. Let the team at FORTIFY Private Wealth Management help with a #financialwellness plan.
Tax Talk Thursday. Here’s a list of important tax deadlines for 2021. Bookmark this page to reference this tax season. #taxtalk
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
Tax Talk Thursday. It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money. Call our office at 304-472-8483 to schedule an appointment. #taxtalk
AMERIPRISEADVISORS.COM
A smaller tax bill for 2020?
Tax Talk Thursday. IRS has released the tax brackets for 2021. Adjusted for inflation, tax rates will jump about 1%. Contact our office so we can work with your tax professional to develop a strategy, not just for taxes, but also your financial goals.
CNBC.COM
Here are the new income tax brackets for 2021
Is there someone in your life who may benefit from additional financial guidance? We would be happy to connect with them and offer a complimentary consultation. We look forward to the opportunity to help your friend or family members achieve their financial goals.
AMERIPRISEADVISORS.COM
FORTIFY Private Wealth Management - Canonsburg, PA | Ameriprise Financial
Through a “home-country bias,” domestic investors may be missing out on exposure to any number of attractive international opportunities. Reach out to learn how you could benefit from a selective approach to this vast and varied opportunity set.
