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
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!
https://bit.ly/3ctlDUi
KIPLINGER.COM
Does a 40% Bond Allocation Make Sense in Today’s Portfolios? | Kiplinger
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
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?
https://yhoo.it/3iF5360
NEWS.YAHOO.COM
Two-Thirds of Americans Think Coronavirus Self-Isolation Made Them a Better Person, Study Finds
WE ARE HIRING!! Licensed Assistant - Paraplanner, for more information, please click the link for the job description listed with Express Employment Professionals https://jobs.expresspros.com/job/13576048
Send resumes to Jeannie.Anderson@expresspros.com.
Be honest - which #'s are you?
https://on.wsj.com/3kkDSht
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
Take a moment to read these questions and apply them to your own tax situation.
WISHING YOU Lots of Happiness TODAY and FOREVER
Happy Anniversary Cheyenne and Haygan!!!!
Where can you improve or take immediate action? Feel free to send a DM if you'd like guidance!
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
A powerful financial planning strategy that needs to be carefully assessed. Is it right for your personal situation? There is no "one-size-fits-all" solution!
https://bit.ly/3e4iU4D
KIPLINGER.COM
Why Are Roth Conversions So Trendy Right Now? The Case FOR and AGAINST Them | Kiplinger
Wishing you both a very Happy Anniversary!
May all your days be filled with Love, Joy and Happiness.
Happy Anniversary Skip and Veronica!!!!
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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This woman is proof that you're never too old to explore the world! Currently, one of the safest ways to travel is by car and visiting national parks. Sounds like a great idea for a family holiday vacation!
https://bit.ly/2TJnps1
MENTALFLOSS.COM
An 89-Year-Old Grandmother Is Visiting All 61 National Parks With Her Grandson
Remember that YOU get to choose to think positively or negatively today. You're in control of your thoughts, your mood, and your actions. Make it great!
Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.
http://bit.ly/2KXqJ1l
How can you think more of others?
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth this year is real.
https://bit.ly/2MdnyDq
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
How are you starting the New Year?
Are you a Licensed Assistant looking for a change? Come join our team at Sherwood Financial. For more information, please click the link for the job description listed with Express Employment Professionals https://jobs.expresspros.com/job/13646586
Send resumes to Jeannie.Anderson@expresspros.com.
We all do what it takes to protect our loved ones. We can help you do what it takes to protect your family’s financial well being too.
Are you a Licensed Assistant looking for a change? Come join our team at Sherwood Financial. For more information, please click the link for the job description listed with Express Employment Professionals https://jobs.expresspros.com/job/13646586
Send resumes to Jeannie.Anderson@expresspros.com.
Recognize that self-care is a non-negotiable foundation that enables you to care for and lead others.
Considering a 401(k) to IRA rollover? Together, we can assess your options and determine the best plan of action for you and your goals.
http://cnb.cx/3cIWZ4k
