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
Several uncertainties may impact investments in 2020, but confidence and diversification could be the two main things that'll help investors in an ever-changing market landscape.
http://bit.ly/2Q8Yrjq
We've mentioned it before, but now it has been passed by Congress: An overhaul of the retirement system is on its way! Let us know if you have any questions about how this move may impact your savings.
WSJ.COM
Congress Passes Sweeping Overhaul of Retirement System
Happy New Year! Cheers to a successful, prosperous, and happy 2020! Let's make it the best yet!
Start the year off with some extra luck! According to this tradition, your New Year's Day dinner will bring you good fortune for the upcoming year. What meal do you think will give you the best vibes for 2020?
SOUTHERNLIVING.COM
Lucky New Year's Meal
Doesn't the year 2020 sound futuristic? It has us thinking about what we imagined it'd be like years ago, versus reality. Of course, we'll only know for sure when it happens, but in terms of the 2020 economic outlook, it seems like we'll continue on our road of economic expansion. There are always "threats" like trade uncertainty, and an election year can be unpredictable, but a long-term financial plan can help assuage fears of potential volatility. So, as you're setting your resolutions this year, and mulling over how time really does fly (even if our cars don't...yet), resolve to check in on your financial plan. We want you to rest easy feeling prepared for anything that may come our way in this new chapter, year, and decade.
http://bit.ly/34ssKqf
