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
Working toward your long-term financial goals starts with making the next right move.
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.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
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
No matter what the future may bring, we have tools to help you prepare! Let’s set up a 30-minute meeting to evaluate where you are right now and how you can make progress towards achieving your goals in this challenging environment.
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
"For tomorrow belongs to the people who prepare for it today." - African Proverb
#SaveForRetirementWeek
"You may delay, but time will not." - Benjamin Franklin
#SaveForRetirementWeek
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
Talking with children about money – early and often – can help them develop strong financial habits as they grow. Here are helpful do’s and don’t to guide your conversations. I like the idea to ask your child to guess the price of basic items to help them have a basic sense of money!
REALSIMPLE.COM
5 Things You Shouldn’t Tell Your Kids About Your Finances—and 5 You Should
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
Accumulating savings for retirement and distributing savings in retirement require different approaches to portfolio management. We can help you plan for both!
AMERIPRISEADVISORS.COM
4 key areas for planning a retirement income
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
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
Who could you try to encourage and uplift today?
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
What unique virtual things have you been doing with family and friends to stay connected lately? We have heard of paint nights and fruit carving nights. Those are things I would love to try in the near future! What ideas have you had?
Investment and market drivers are generally in tension, often creating a simultaneous bull and bear case for stocks. What factors do you think will influence market behavior the most in 2021? #AmeripriseResearch
Several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
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
