It was a beautiful day for our team meeting in Sausalito, preparing to help people who strive for excellence realize their life goals through a deep, collaborative financial planning relationship.
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
If your asset allocation is operating under the traditional ""60/40"" model, 60% stocks & 40% bonds, it may be time for a second opinion. Let us help you navigate the "new normal" of the markets - uncertainty!
KIPLINGER.COM
Does a 40% Bond Allocation Make Sense in Today’s Portfolios? | Kiplinger
Politics aside, a true mark of leadership is when two opponents can meet beyond their differences and discover common ground. This is a great quote from the article:
"In this very dangerous time in our deeply polarized country, where people are increasingly distrustful and even disdainful of those who do not share their political views, Ginsburg’s instinctual determination to respect and engage with people on the “other side” is perhaps her most important lesson for us all."
USATODAY.COM
Opera, travel, food, law: The unlikely friendship of Ruth Bader Ginsburg and Antonin Scalia
2020 has been quite a ride, forcing many of us to go beyond our comfort zones and grow as leaders. Would you agree with the two-thirds of Americans that believe they're better people after all?
NEWS.YAHOO.COM
Two-Thirds of Americans Think Coronavirus Self-Isolation Made Them a Better Person, Study Finds
If different healthcare options have been on your mind this year, it's time to make your move! Every year you should take time to assess your options and 2020 is no different. Whether you participate in Medicare, job-based health insurance, individual market health insurance, or qualify for a special enrollment period -- we're here to help!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
It all begins with having the courage to reflect on where you're standing right now and being able to push through your own obstacles to keep climbing to the top!
FAFSA will be in high demand with a limited supply. The pandemic has thrown a wrench into a lot of families college plans. Act now!
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
This is an amazing opportunity to feed those who are struggling with hunger! Participating in this challenge may also lower your tax bill. For more information click here:
https://bit.ly/3lnC33W
Take a moment to read these questions and apply them to your own tax situation.
We often take what we have for granted! But it only takes a shift in perspective to make us appreciate what we have.
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
https://bit.ly/32yp6x4
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
https://cnb.cx/2IvplBJ
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
https://bit.ly/34TFLge
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%.
https://cnb.cx/34UpPu0
When we go from believing to knowing, we eliminate all possibilities for doubt.
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
http://bit.ly/3nY2dv1
The way you start your morning sets the tone for the day. Make it good!
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
http://bit.ly/2M7EpqY
It's incredible what we can do when we do it together. #helpyourneighbor
Let’s connect to discuss investing over the long term.
http://cnb.cx/3nyJ1Ud
