We are currently accepting new clients! If you or someone you care about is interested in a complimentary consultation, please take 2 minutes to follow this link, send us an email and we can set up an appointment that fits your schedule. We look forward to working with you!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Did you know smiling releases endorphins, AKA happy chemicals in your brain? Smile more! :)
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Heading into the fourth quarter, it's a sensitive time for the markets as we navigate a recession, hopes for a COVID-19 vaccine & the presidential election. All things considered, we're feeling optimistic about the economic recovery & overall direction of the markets.
https://cnb.cx/302qgj9
CNBC.COM
Here are 3 things to keep in mind to handle market volatility
Even in the most challenging of times, we can work together to help you navigate uncertainty.
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
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!
VERYWELLHEALTH.COM
What You Need to Know About Open Enrollment
The election and the COVID-19 pandemic combined are creating a sense of unrest and uncertainty. During these challenging times, it's important to take care of our mental and emotional health. Here are 5 ways on how to cope with election anxiety...
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!
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!
How do you remain ultra productive, and at the same time ultra present? Life's too precious to let the moments pass!
They say you are the average of the five people you spend the most time with. Who's in your inner circle?
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year's end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
We are forever grateful for your courage and dedication in protecting our nation. Happy Veterans Day!
With just two months left in 2020, the IRS has released the new tax brackets for 2021. Adjusted for inflation, next year's tax rates will jump about 1%.
CNBC.COM
Here are the new income tax brackets for 2021
Life is tough! But the good news is that you have the power to choose your path. Pick wisely!
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.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
Stress comes from the need to control everything. It's good to stay open to the possibilities!
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.
MONEY.USNEWS.COM
Start Planning for Your 2021 RMDs Now
How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.
NEWSROOM.AMERIPRISE.COM
2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom
It's incredible what we can do when we do it together. #helpyourneighbor