I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
Apparently "Forest bathing" has proven medical benefits! Are you getting into nature more?
https://bit.ly/33gqu8w
GOODNEWSNETWORK.ORG
Americans Say COVID-19 Has Given Them a Newfound Appreciation of Nature - Good News Network
Despite the ongoing debate about virtual learning and how to reopen schools, most Americans can agree on one thing -- children should be receiving a proper financial education. Sadly, it's not happening across the board. A good topic for parents to discuss with the PTA!
https://bloom.bg/2GgWGPT
Don't leave money on the table! Year-end is a critical time for your financial & tax planning.
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
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
There are better places to hold onto your cash during the pandemic and election uncertainty than under your mattress!
https://bit.ly/2TcUpsf
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!
https://bit.ly/3iXGRes
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
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!
https://cnb.cx/33UhBkZ
CNBC.COM
The FAFSA opens Oct 1—and it's more important than ever to complete it ASAP
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!
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
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
Happy Work Anniversary to our Associate Financial Advisor, Cody Blankenship! He has worked for Shane for 3 years, and his hard work and devotion to Sherwood Financial is a big part of what makes us who we are today. Thank you for everything you do, Cody!
Stress comes from the need to control everything. It's good to stay open to the possibilities!
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.
http://bit.ly/3sWMAr8
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Do you want to be happy? Start with gratitude. Being thankful for everything in your life, both big and small, is the key to unlocking abundance.
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.
http://bit.ly/3a2jf64
