October 1st is a difficult day for those of us in Las Vegas.
I hope that no other city suffers from the same type of tragedy.
Staying focused amidst uncertainty can help you reach your future financial goals.
In conjunction with our new ad campaign, Ameriprise had employees and advisors from across the country share how they handled the challenges set forth by the pandemic.
A number of people completed virtual races, lost weight- one person even wrote a book. It was impressive & inspiring.
I personally streamed more TV, ate a lot of ice cream and tried some new recipes...not as inspirational but very me.
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
During our video conference meetings, if you look over my right shoulder, this is what you'll probably see.
Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
Working toward your long-term financial goals starts with making the next right move.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Financial Planning month. Financial planning is different from simply investing- it looks at everyone's situation personally. For instance, does it make sense to pay off your home versus directing those funds into a retirement plan? Should you use your cash reserve to buy a car or finance it? What would happen if you were laid off?
These types of decisions have a much greater impact on your ability to achieve financial independence than your market return. No one can predict or guarantee the market - but we can plan for various scenarios.
In these types of economic uncertainty, planning is more important than ever.
We're continuing developing our skill set at making sushi. My daughter's rolls are the ones that are nice and neat- I need to work on my technique a bit!
Is there a new hobby that you started over quarantine that you are continuing with as things slowly return to normal?
The real estate market has been very busy locally. If you're thinking about making a move, here are some points to consider before buying a new home.
AMERIPRISE.COM
5 financials steps for home buyers
Puppy update...
The little guy is getting big and LOVES his food. He's fallen asleep next to his dish and he often dreams he's eating. Our older dog Dixie is very patient with Jake and they seem to be getting along ridiculously well- considering he randomly pounces on her when she's asleep.
October 16th is Boss’s Day.
Early in my working life, I had far more bad bosses than good bosses. Whether it was the fake French chef who was actually from Brooklyn and used Cream of Mushroom sauce regularly or the handsy one that I slapped before walking out or my then boss's boss who never gave out a compliment- I learned a lot from them. My biggest learning -- be my own boss.
Who was your best or worst boss?
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
For Mother's Day, I bought myself a spin bike- not the popular expensive one, but a similar bike. We also added a treadmill later in the summer.
I have been trying hard to get into a routine and can't seem to stick to anything. I've never been a "workout at home" person.
For those that do, what tips have made it easier for you to stick to a schedule?
I wanted to take a moment to wish my husband, Shane Bean, a very happy birthday.
He's a middle school social studies teacher and let's just say, this past year has been an extra challenge for him. He is working harder than ever to make sure his students continue to learn and thrive. With all of us at home, I think I and our kids have a greater appreciation for what a fantastic teacher he is. We already knew he was a great father and husband!
When there’s uncertainty in the market, we can help you make the next right move.
Learn more about economic, tax and stock themes leading up to the election and the potential implications for investors.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Happy Anniversary to my husband Shane.
This picture clearly illustrates both my love of good food (the cake was delicious!!) and how much fun we had on our wedding day.
I know my husband will happily agree that every day since has been nothing but sunshine and rainbows...
But on a serious note, I love the life we've built together and even after all our together time during the COVID era, we still laugh a lot. I'm very lucky.
What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
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Our new puppy Jake seems to enjoy watching cooking shows as much as I do.
(on a side note, the torn up furniture was why we decided to go ahead with getting a puppy right now....)
Please join us on Thursday night for an update on the market impact of the election and the current market volatility.
Please email or contact me through our website for a link to the event.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Volatility continues as markets react to news about the coronavirus. Learn more about today’s events and get the latest insights from #AmeripriseResearch in After the Close.
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“Love one another. We don't need more instructions; we need more examples.”
– Bob Goff, author of Love Does
Why worry about tomorrow when you can plan for it? Personal financial advice can help.
What was your favorite costume as a kid?
Friday the 13th in 2020... what could possibly go wrong?!?!
HISTORY.COM
Friday the 13th
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
I have been an online shopper for the past 2 decades, so not much is changing for me regarding how I shop. Also, we keep gift giving simple.
This year, for me, the hardest part will be not being able to spend it with our extended family. We've always enjoyed having everyone in our home- we love hosting the holiday gatherings.
How do you plan to celebrate?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Teach your employees how to avoid heavy debt this holiday season with a refresher on budgeting basics. Contact us to learn more. #financialwellness #blackfriday
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
What's your favorite food at Thanksgiving? Please share your recipes!
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
Working toward your long-term financial goals starts with making the next right move.
Don't forget to defrost your turkey!
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Happy Thanksgiving!
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?
Our offices will be closed beginning at 1 pm on Wednesday and reopening Monday, November 30th at 8 am.
Our corporate offices will be open on Friday. You may access your information online as well.
We wish you and your families a very happy holiday!
I want to give a shout out to our Compliance department. We are required to do quarterly "Firm Element" training sessions. I have been dreading do it-- I am video trained OUT for 2020.
Somehow, they have made the training entertaining. They incorporated hilarious video conferencing bits into the training.
In 25 years, I've never enjoyed the training more!
How are you celebrating your holidays this year due to COVID? Our family is keeping our celebration to 7 family members total.
I am hopeful that next year we will have a full house again!
How will you give back this holiday season?
One of the benefits in working from home is having that I get to visit my husband "at work." A week or so ago, we shared some coffee between meetings and classes.
As you may know, my son is in his senior year of high school. While it's clearly been an odd year for him, navigating the college application process has been interesting. There are no college visits.
Last week he had his first interview- a zoom call. I was proud that he dressed up- and not just waist up!
With a new puppy, we were concerned about putting up a Christmas tree. Everything in sight seems to end up in his mouth. We've already had a trip to vet to remove a plastic bag that held sausage- he swiped it off the counter.
There was no way I wasn't going to have a tree.
So after much debate, we elected to do a tree, no ornaments. Then I had a conversation with my friend who also has a lab who is about 1 1/2 years old. She shared how her dog knocked the tree down and pulled the skirt into their pool. Their tree was going onto the courtyard.
It sounded like a great idea! In fact, we may just let the Amazon boxes stay under it and save us on wrapping!
The first picture is right before Jake started to nibble on the branches. The second picture is our tree in the courtyard, outside!
My favorite picture from Thanksgiving- Jake, our puppy, sitting vigilantly in front of the oven while the turkey roasted. He sat there for at least 20 minutes straight.
Could the pandemic affect the retail sector this holiday season? Here are potential impacts to your portfolio and trends to watch for.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
I've posted quite a few pictures of our puppy Jake, so I felt that I should include a recent one of Dixie. She has been my sidekick for the past decade and has always loved the days when I work from home. The new puppy is clearly exhausting her and she uses my office as her escape.
She is often in the background during virtual meetings.
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.
May your Hanukkah be filled with peace, joy and light.
View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021.
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
My son turned 18 this year. One of the first things I helped him do was set up a Roth IRA. He funded it but the funds have been sitting in cash because we've both been busy and keep forgetting about it. Last night, I showed him how to trade in his online account and watched him buy his first stock.
We reviewed 5 different stocks and I explained how I analyzed securities. He selected which one to purchase and he completed the trade himself through our online brokerage.
It was fun to watch.
I've posted quite a few pictures of our puppy Jake, so I felt that I should include a recent one of Dixie. She has been my sidekick for the past decade and has always loved the days when I work from home. The new puppy is clearly exhausting her and she uses my office as her escape.
She is often in the background during virtual meetings.
Our offices will be open with reduced hours, 9 am - 2 pm PST, through January 4th.
We will be closed on December 24th, December 25th, December 31st and January 1st.
A very happy birthday to my amazing, smart, funny and creative daughter.
I remember asking her when she was younger if it bothered her that her birthday was so close to Christmas. She smiled and said not at all- she said she pretended all the lights and decorations were for her. She still says it's the best time of the year to have a birthday because quite simply- it's the best time of the year!
I love her positive attitude on life. Her sense of humor has kept our whole family going throughout the challenging year.
Happy Birthday, Allison!!
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
They say it's always better to give than to receive.
What has been the best gift that you've given?
Do you have any gently used or new women's winter coats to spare?
Evan Newton in our office is working with "Seeds of Change" through his volunteer work with the Salvation Army. The program works with women who have been trafficked and are transitioning to a new life.
We are happy to come to you (with masks on) to pick up the coat(s) or we can arrange to meet you at our office during business hours.
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
A very, merry Christmas to all who celebrate!
For some reason, I've always preferred Christmas Eve to Christmas Day- I think it's the anticipation of what's to come?
Our offices will be open with reduced hours, 9 am - 2 pm PST, through January 4th.
We will be closed on December 24th, December 25th, December 31st and January 1st.
A very happy birthday to my amazing, smart, funny and creative daughter.
I remember asking her when she was younger if it bothered her that her birthday was so close to Christmas. She smiled and said not at all- she said she pretended all the lights and decorations were for her. She still says it's the best time of the year to have a birthday because quite simply- it's the best time of the year!
I love her positive attitude on life. Her sense of humor has kept our whole family going throughout the challenging year.
Happy Birthday, Allison!!
Give a gift that can make a difference long into the life of a child – a head start on growing their finances.
MONEY.USNEWS.COM
8 Great Financial Gifts for Kids
They say it's always better to give than to receive.
What has been the best gift that you've given?
"Past performance does not guarantee future returns"- this is a phrase I've said often over the years. I liken it to driving using the rear view mirror rather than looking forward through the windshield.
It's where you're headed that matters.
How will 2021 move you forward?
2020... you will not be soon forgotten.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
A very, merry Christmas to all who celebrate!
For some reason, I've always preferred Christmas Eve to Christmas Day- I think it's the anticipation of what's to come?
Our offices will be open with reduced hours, 9 am - 2 pm PST, through January 4th.
We will be closed on December 24th, December 25th, December 31st and January 1st.
So many of our clients come to us because they know they make good money, but they aren't where they think they should be financially.
Your investment portfolio is only a small part of financial success. It's your day to day decision making that makes the difference.
We work with clients to help them make good financial decisions.
Meeting with a financial advisor can be scary. It shouldn't be.
Most people come to our office because they need advice- they know there's a better way to do things. Maybe they feel they've made mistakes or poor financial choices. They're embarrassed by their decisions.
Don't be.
While we can't perform miracles, our role is to help guide you to make good financial decisions. We help people turn the ship ever so slightly into calmer waters.
If you find you are perpetually in the same financial boat and not making any headway, reach out.
We work with all clients who are open to advice and guidance. No account minimum required.
"Past performance does not guarantee future returns"- this is a phrase I've said often over the years. I liken it to driving using the rear view mirror rather than looking forward through the windshield.
It's where you're headed that matters.
How will 2021 move you forward?
2020... you will not be soon forgotten.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
A very, merry Christmas to all who celebrate!
Join us for our upcoming events:
https://www.ameripriseadvisors.com/team/silver-pointe-wealth-management/events
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
Today marks my 25th year as a licensed stockbroker.
My first 3 years after college, I switched jobs 4 times. I was told it was career suicide. No one would ever want to hire me they said.
And when I decided to enter the financial services industry... a woman... that was even crazier they said.
They were wrong.
I am so grateful that I found a career that has kept me interested and passionate for a quarter of a century.
I'm glad I took that chance.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future – no matter what generation you fall in.
FORBES.COM
Why Gen Xers Are Way More Worried About Money Than Boomers
So many of our clients come to us because they know they make good money, but they aren't where they think they should be financially.
Your investment portfolio is only a small part of financial success. It's your day to day decision making that makes the difference.
We work with clients to help them make good financial decisions.
Some thoughts as we head into the long weekend:
TED.COM
www.ted.com
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Join us for our upcoming events:
https://www.ameripriseadvisors.com/team/silver-pointe-wealth-management/events
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
Today marks my 25th year as a licensed stockbroker.
My first 3 years after college, I switched jobs 4 times. I was told it was career suicide. No one would ever want to hire me they said.
And when I decided to enter the financial services industry... a woman... that was even crazier they said.
They were wrong.
I am so grateful that I found a career that has kept me interested and passionate for a quarter of a century.
I'm glad I took that chance.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Be sure and join us this Wednesday night for a market update. For more information, check out our website:
https://www.ameripriseadvisors.com/team/silver-pointe-wealth-management/events
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.
Excited to be attending the Vegas Chamber Preview 2021- even if it is virtual!
#PreviewLV
Some thoughts as we head into the long weekend:
TED.COM
www.ted.com
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
Get the personalized advice you need to envision and build a confident financial future.
Tonight- our Market Update.
https://www.ameripriseadvisors.com/team/silver-pointe-wealth-management/events
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
One of the best ways to teach kids about money is to involve them in financial discussions and decisions. How often do you talk to your kids about money?
AMERIPRISE.COM
Kids and money: 6 money management tips
Be sure and join us this Wednesday night for a market update. For more information, check out our website:
https://www.ameripriseadvisors.com/team/silver-pointe-wealth-management/events
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.
Fantastic lunch and learn on dementia.
Thank you #VegasChamber and #WomensExecutiveCouncil
Join us tonight for an introduction to financial basics.
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
Happy National Optimist Day!
For those of us who wear rose colored glasses and find the humor in life, every day is Optimist Day!
As my son applies to college and is faced with deadlines, he and his planner mother have had some interesting conversations.
I think I look like the Panic Monster...
TED.COM
Inside the mind of a master procrastinator
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
Even the most successful professionals benefit from professional financial advice. Let’s talk.
During Valentine's Day week people focus on love and romance.... have you talked about money with your significant other?
TED.COM
The money talk that every couple needs to have
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Fantastic lunch and learn on dementia.
Thank you #VegasChamber and #WomensExecutiveCouncil
Join us tonight for an introduction to financial basics.
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Even the most successful professionals benefit from professional financial advice. Let’s talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.
AMERIPRISE.COM
Marriage and Finances
Fantastic lunch and learn on dementia.
Thank you #VegasChamber and #WomensExecutiveCouncil
Join us tonight for an introduction to financial basics.
AMERIPRISEADVISORS.COM
Financial seminars and events - Silver Pointe Wealth Management | Ameriprise Financial
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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I just attended an informational session on the Millennium Scholarship. I highly recommend attending one of their Monday informational sessions if you have a student attending a Nevada college.
We've been wading through all the forms the past few weeks. Even though I've spent years assisting others, it still feels overwhelming! So many forms, so many deadlines...
NVIGATE.GOV
nvigate.gov
There has been a lot of discussion on how the quarantine is impacting young people. In my personal experience, the impact that it is having on older people is far greater.
Whether it's been the complete disregard they feel, the stress of having to learn technology that they haven't had to use (for meetings, scheduling vaccinations, seeing family, ordering food and groceries, etc.) or the isolation, it's weighing on them.
As you age, you can begin to have a greater understanding of how finite our time on Earth is. There are no workmates or classmates with whom to share your frustration. Often there are no spouses.
Please reach out to family members or neighbors. Offer to help them schedule vaccinations or show them phone applications to order take out or groceries. Have an outdoor coffee date (well, not those of you in the arctic freeze). Or simply call.
We are all stressed and burdened by the longevity of the pandemic. For me, helping others, helps me to refocus on what's important.
This weekend, take a moment to reach out.
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Even the most successful professionals benefit from professional financial advice. Let’s talk.
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
Have you ever wondered where the phrase "In like a lion, out like a lamb" originated?
Growing up in the rural Midwest, the Farmer's Almanac was a reference manual for all things. Here's their brief take on the adage.
https://www.farmersalmanac.com/the-truth-behind-in-like-a-lion-out-like-a-lamb-2867
FARMERSALMANAC.COM
March Weather: "In Like A Lion, Out Like a Lamb"? - Farmers' Almanac
March is Women's History Month.
I am proud to be on the board for Ameriprise's Women's Empowerment Network. In my position as the Community Services Chair, I have been focused on educating women about not only growing their own wealth, but on learning about careers in the investment world.
If you know any women interested in pursuing financial services as a career, please reach out and I'd be happy to speak with them. I've mentored a number of women throughout my career and I'm grateful to the women that guided me as I began my career.
Not many people can say they've loved almost every day of their work- I can. Helping people achieve their financial goals continues to motivate me every day.
Well worth the time to watch.
Have a fantastic weekend!
TED.COM
The happy secret to better work
How did you learn about money and savings?
Have you ever wondered where the phrase "In like a lion, out like a lamb" originated?
Growing up in the rural Midwest, the Farmer's Almanac was a reference manual for all things. Here's their brief take on the adage.
https://www.farmersalmanac.com/the-truth-behind-in-like-a-lion-out-like-a-lamb-2867
FARMERSALMANAC.COM
March Weather: "In Like A Lion, Out Like a Lamb"? - Farmers' Almanac
March is Women's History Month.
I am proud to be on the board for Ameriprise's Women's Empowerment Network. In my position as the Community Services Chair, I have been focused on educating women about not only growing their own wealth, but on learning about careers in the investment world.
If you know any women interested in pursuing financial services as a career, please reach out and I'd be happy to speak with them. I've mentored a number of women throughout my career and I'm grateful to the women that guided me as I began my career.
Not many people can say they've loved almost every day of their work- I can. Helping people achieve their financial goals continues to motivate me every day.
Does working from home because of the pandemic mean you can get a tax deduction? It depends on your employment status.
KIPLINGER.COM
Working from Home: Can You Claim the Home Office Deduction on Your 2020 Tax Return? | Kiplinger
One in five people have provided financial assistance to a friend or family member whose finances have suffered due to the COVID-19 pandemic. Before committing to help, read these four tips from Ameriprise VP of Financial Advice Strategy, Marcy Keckler.
FASTCOMPANY.COM
How to determine whether you should give financial support to loved ones
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
For the past 2 1/2 years, Ann Germain has worked as our Client Concierge- answering calls, scheduling appointments and handling our office management. This week is sadly her last week but we are happy for her and grateful that she stayed longer than she had planned.
Ann played a significant role in transitioning our practice to a new client management system, reorganizing our electronic filing system and implementing a client service to model to track and monitor our outreach to clients. During the pandemic, the systems she helped put into place allowed us to work remotely keeping our team and clients safe. She spent much of the pandemic working alone in the office to continue to hold down the fort. She graciously has stayed on to train Miranda Kennedy, our new full-time Business Development Specialist who will be assuming many of Ann's duties... more on that next week.
We genuinely will miss Ann. She was not only fantastic at her job, she was fun and made coming to work enjoyable.
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future.
We also are available to conduct presentations for organizations on this important topic.
#IWD2021
AMERIPRISEADVISORS.COM
4 financial considerations for women
I started my week early to tune into Ameriprise's panel for International Women's Day.
It's been a fantastic, global discussion emphasizing how the pandemic has impacted all our lives, both professionally and personally.
My biggest take away is the diversity within the panel. So often companies lump women into one group- as if we all have the same goals, same styles, etc. Some women have children, some are married, some are quiet, some are assertive-- we all have unique goals and objectives.
I'm grateful to be affiliated with a firm that recognizes this.
#InternationalWomensDay #IWD
Well worth the time to watch.
Have a fantastic weekend!
TED.COM
The happy secret to better work
How did you learn about money and savings?
I shared this on my personal page and it was too funny not to share here. We are redoing my garden and took out the existing garden beds. I had to laugh when I saw what it looked like... I swear, we are not burying bodies in the yard!
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help..
AMERIPRISEADVISORS.COM
Pandemic relief recap
Together, we can work to envision your ideal financial future – and build it.
We're almost back...
Today I spent the afternoon getting ready for the new office furniture arriving this coming week. After 17 years, it was definitely time for a refresh. It's also a nice incentive to return back to the office.
I am anticipating holding in person meetings again beginning in April, following Spring Break. Virtual meetings will continue to be an option for those of you who prefer them. We will continue to follow the social distancing and mask guidelines.
I would also like to say thank you to everyone for your patience as we've adjusted this past year. We realize it's been a challenge. We have truly tried our very best to reach out and keep you informed not just through our regular meetings but market updates, our website, social media, e-newsletters and e-mail communications.
I look forward to seeing you- and again thank you for hanging in there with us!
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
For the past 2 1/2 years, Ann Germain has worked as our Client Concierge- answering calls, scheduling appointments and handling our office management. This week is sadly her last week but we are happy for her and grateful that she stayed longer than she had planned.
Ann played a significant role in transitioning our practice to a new client management system, reorganizing our electronic filing system and implementing a client service to model to track and monitor our outreach to clients. During the pandemic, the systems she helped put into place allowed us to work remotely keeping our team and clients safe. She spent much of the pandemic working alone in the office to continue to hold down the fort. She graciously has stayed on to train Miranda Kennedy, our new full-time Business Development Specialist who will be assuming many of Ann's duties... more on that next week.
We genuinely will miss Ann. She was not only fantastic at her job, she was fun and made coming to work enjoyable.
Social Security solvency is an ongoing question. Chief Economist Russell Price discusses the program’s financial status and pandemic impacts.
AMERIPRISEADVISORS.COM
Will the pandemic affect Social Security reserves?
We're back.... almost.
This week we are transitioning back to the office. We've made some updates and are enjoying being back.
We do anticipate that we will continue to hold most meetings virtually, however, we know for some of you this has been difficult and we look forward to seeing you.
Please note that masks are still required per the state mandate and our building management.
Also, it's important to disclose- the candy dish of Dove chocolates has been put on hold for the time being. I realize it's why many clients come to appointments and I don't want any to be disappointed!
From health care to hobbies, spending habits can change in retirement. Together, we can review your portfolio and determine how much you need to save for a fulfilling retirement.
KIPLINGER.COM
10 Things You'll Spend More on in Retirement | Kiplinger
The 10-year Treasury yield topped 1.5% last month – its highest level in more than a year. What do rising rates mean for your investments and other aspects of your financial life?
USATODAY.COM
How will a surge in bond yields affect your mortgage, car loans and 401(k)?
I shared this on my personal page and it was too funny not to share here. We are redoing my garden and took out the existing garden beds. I had to laugh when I saw what it looked like... I swear, we are not burying bodies in the yard!
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, we are here to help..
AMERIPRISEADVISORS.COM
Pandemic relief recap
