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Three Buckets Wealth Management
October 2 at 12:50 PM ·
🌸October is National Breast Cancer Awareness Month! 🌸
Here at Three Buckets Wealth Management, we want to support the fighters, admire the survivors, honor the taken, and never give up hope! 💖 Early detection can save lives!
🌸October is National Breast Cancer Awareness Month! 🌸
Here at Three Buckets Wealth Management, we want to support the fighters, admire the survivors, honor the taken, and never give up hope! 💖 Early detection can save lives!
Staying focused amidst uncertainty can help you reach your future financial goals.
884k more workers sought unemployment last week as layoffs persist during COVID-19 crisis. If you or someone you know has lost their job, we are here to help you review your options.
CNN.COM
Another 884,000 Americans filed for unemployment benefits last week
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
Starting October 1st we will be moving to Microsoft Teams to conduct virtual visits with our clients. If using a phone or tablet for a meeting you will need to download the Microsoft Teams app from your App Store. If meeting via a desktop or laptop you will want to use Microsoft Edge or Google Chrome. We feel you will find Teams very intuitive and easy to use. We look forward to seeing you soon!
The time to stress about the markets is never. We can help you navigate today’s changing markets to reach tomorrow’s goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
Working toward your long-term financial goals starts with making the next right move.
Just like you, we do planning too! 😀
Our office will be closed for our annual team meeting tomorrow, October 16, 2020.
We will be back to regular business hours on Monday! Have a great weekend!
All of us at Three Buckets would like to wish our very own Ryan Lambert a happy, happy birthday! Thank you for all you do to for our team and the many clients you help to achieve their goals! Wishing you all the best in the year ahead!
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.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
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?
🎃 HAPPY HALLOWEEN 🎃
Benny is celebrating his 1st Halloween as one of our favorite superheroes....a NICU doctor!!🧡🖤
Have a safe, spooky, and happy Halloween! 👻
📸: The Millers 🙂
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
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%.
CNBC.COM
Here are the new income tax brackets for 2021
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
Have you thought about what the Great Wealth Transfer will look like for you? Let’s work together to get you prepared.
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
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
Keep an eye on the future with financial advice, focused on you.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
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
Working toward your long-term financial goals starts with making the next right move.
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?
Our offices will be closed November 26th & November 27th for Thanksgiving. From our Three Buckets family to yours, we hope you have a wonderful holiday!
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?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
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
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
Retirement planning is even more important during the last five years before you retire. If you’re approaching that five-year countdown, let’s talk.
AMERIPRISEADVISORS.COM
Strategic moves 5, 2 and 1 year from retirement
Did you wish Jen a Happy Birthday!? 😁🎈🎊🎉
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
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
What are your 2021 financial resolutions?
MONEY.USNEWS.COM
10 Financial New Year's Resolutions for 2021
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
"No person was ever honored for what he received. Honor has been the reward for what he gave." - Calvin Coolidge
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We 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
In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.
MARKETWATCH.COM
You should have a purpose in retirement, too
The new year can inspire a fresh look at your financial picture. Call or email to schedule time to talk.
AMERIPRISEADVISORS.COM
3 smart actions 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.
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.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
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
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
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
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.
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
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Get the personalized advice you need to envision and build a confident financial future.
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.
Even the most successful professionals benefit from professional financial advice. Let’s talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Even the most successful professionals benefit from professional financial advice. Let’s talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Financial wellness programs are the #1 benefit employees want in 2021. We can help your employees better understand their financial situation to plan for the future. #financialwellness
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
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
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
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
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
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
Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
With COVID-19 vaccination rates rising, new infections and hospitalizations are on the decline. Further improvement in virus conditions should accelerate consumer activity in the months ahead. #AmeripriseResearch
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
Happy #internationalwomensday from all of us at 3B!
Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
The possibility of needing long-term care is a real financial issue, not just for you but for your family too. Let’s talk about your plan.
Spring has sprung! What are you hoping to accomplish this season?
Good morning everyone! We hope you have a wonderful weekend!
Everything will be alright in the end. If it is not alright - it is not the end ☘️🌈
Happy St. Patrick’s Day to our 3B family!
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
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
Together, we can work to envision your ideal financial future – and build it.
Don’t let taxes diminish retirement savings more than necessary. There are benefits to diversifying tax treatments now, across accounts.
AMERIPRISEADVISORS.COM
A tax strategy to help your assets last longer
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?
Good morning everyone! We hope you have a wonderful weekend!
Everything will be alright in the end. If it is not alright - it is not the end ☘️🌈
Happy St. Patrick’s Day to our 3B family!
Yield on the U.S. 10-year Treasury note reached its highest level since January 2020. Chief Market Strategist David Joy explains what stocks expect.
NEWSROOM.AMERIPRISE.COM
Stocks Take the Rise in Bond Yields in Stride | Ameriprise Newsroom
