I am currently accepting new clients. If you or someone you care about is interested in a complimentary consult take 2 minutes to follow this link, send me an email, and we can set up an appointment that fits your schedule.
https://www.ameripriseadvisors.com/sean.oconnor/
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Ameriprise Advisor
Please join us for a special event on September 22, 2020 at 5:00 PM
Raising Financially Aware Kids - Understanding The Value Of A Dollar From Toddler To Teen
Presented by Matt Tyson, Senior Regional Specialist with American Century Investments
Kids often rely on their parents or caregivers for information on how to manage money. This complimentary seminar will highlight some important money concepts that you share with your kids to help them better understand:
• Their values and money
• How they can earn money and experience
• Basic saving and investment strategies
• Responsible budgeting and borrowing practices
• The importance of giving back
This is an informational session. There is no cost or obligation.
his webinar is sponsored by American Century Investments.
American Century Investments is not affiliated with Ameriprise Financial.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2020 Ameriprise Financial Inc. All rights reserved.
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Is inflation truly a thing of the past? Over the next year or so, inflation measures are likely to see a lot of push and pull tension as product shortages lead to some higher prices but falling housing rental rates likely provide downward pressure. #AmeripriseResearch
A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. I can work with your tax professional to help.
FORBES.COM
How Tax Code Changes Can Affect Retirees
Please join us TOMORROW August 25, 2020 at 5:00 PM EST for a special event
The Power of Feeling Your BEST!
Presented by Matt Johnson, On Target Living
Exercise, healthier eating habits and a good night’s rest all contribute to higher performance, to be at our best. This informative session will offer focused strategies to achieve positive results. The session will cover topics such as:
• Your guide to balance, energy, and vitality
• REST, EAT, and MOVE to help feel your best
• Tools and strategies for immediate action
Space is limited.
This is an informational session. There is no cost or obligation.
This webinar is sponsored by Putnam Investments. Putnam Investments is not affiliated with Ameriprise Financial. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2020 Ameriprise Financial Inc. All rights reserved.
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Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
A tax-efficient strategy for retirement income may help your retirement savings last longer.
AMERIPRISEADVISORS.COM
Tax-smart retirement withdrawals in any market cycle
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
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? I can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
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?
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.
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
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Helping you keep an eye on the future is what I do best.
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?
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?
If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.
AMERIPRISEADVISORS.COM
Options for your retirement assets after a job change
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
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
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
What are your expectations for the markets in 2021?
AMERIPRISEADVISORS.COM
Capital markets outlook
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. I can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
