October is Women’s Small Business Month. If you’re thinking about starting a business, I can help with financial tips and other considerations for getting your new venture off the ground.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
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
How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.
AMERIPRISEADVISORS.COM
Do you know your true risk tolerance?
Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery.
FORBES.COM
Stocks Rally After Trump’s Back And Forth On Stimulus As Fed Warns Against Stifling Aid
Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.
How might Trump and Biden policy proposals impact federal revenue and debt? Ameriprise Chief Market Strategist David Joy shares his thoughts on potential market effects.
AMERIPRISEADVISORS.COM
Tax and deficit implications of the election
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
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?
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
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
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
Working toward your long-term financial goals starts with making the next right move.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
“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
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
"Show me where a man spends his time & money, and I'll show you his god." - Martin Luther
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, I can help. #strengthinneighbors
As we enter a new year and reflect on the last, I'd like to take a moment to say thank you for your continued support and loyalty. If you have friends or family members who have financial questions or could use a second set of eyes, please let them know about my practice. I look forward to connecting soon!
AMERIPRISEADVISORS.COM
Sakiko Kono - Financial Advisor in San Rafael, CA | Ameriprise Financial
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
