I am currently accepting new clients! If you or someone you care about is interested in a complimentary consultation, please take 2 minutes to follow this link, send me an email and we can set up an appointment that fits your schedule. I look forward to working with you!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.
FASTCOMPANY.COM
What you need to know about the payroll tax deferral
Even in the most challenging of times, we can work together to help you navigate uncertainty.
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
Stock market losses can lead to emotional investing decisions. But I am here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
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
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?
Staying focused amidst uncertainty can help you reach your future financial goals.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
“We have different forms assigned to us in the school of life, different gifts imparted. All is not attractive that is good. Iron is useful, though it does not sparkle like the diamond. So different persons have various modes of excellence, and we must have an eye to all.” – William Wilberforce
Local non-profits depend on our support for the resources they need to serve our neighbors. Together, we can help sustain the good work they do for our community. If you’re interested in learning new ways you can help them, let’s talk. #strengthincommunities
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
16 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
The COVID-19 pandemic pushed many organizations to adopt remote work – but is it here to stay? Learn how working from home and other factors could have a lasting impact in the financial world. https://bit.ly/3i4MPuX
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
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
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
If you’ve changed jobs recently, we can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
Whatever your post-retirement plans might include, my personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
