This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
A year from now, you’ll be glad you remained focused on your long-term goals today. I’m here to help you stay on track.
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
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Find a Financial Advisor who is right for you | Ameriprise Financial
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
Separating rhetoric from potential policy can be challenging for investors. #AmeripriseResearch has published a straightforward summary to help clarify the investment landscape and possible election impacts across policies, broad asset classes and sectors.
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As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Has anyone else added a four-legged friend to their family this year?
Meet Boz!
We are looking forward to Ameriprise’s National Day of Service next Friday, November 6th. We will be collecting canned goods at Huxdotter Coffee in North Bend. Drop off a good donation and let us buy you a coffee or baked good!
Do you want to make an impact with your legacy? Let’s talk about strategies to help make it happen.
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
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
Wishing you a safe, fun and spooky Halloween!
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact me to learn how financial wellness completes your package. #financialwellnessbenefits
A big thank you to all of your clients, friends, and neighbors that joined us this last Friday for Ameriprise’s National Day of Service. We were able to donate 486 pounds of food and $550 in donations to the Snoqualmie Valley Food Bank. We live in such a special community and we are already looking forward to next year!
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
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What's next for investors?
Emerging markets may offer opportunities in a diversified portfolio. Let’s discuss solutions based on your financial goals.
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2 key considerations for emerging market investments
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?
Anyone else looking forward to the Holiday’s? Christmas lights & wreath up already! Wishing everyone a happy & safe Thanksgiving tomorrow.
How do you plan to give back on #GivingTuesday?
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
May your Hanukkah be filled with peace, joy and light.
How will you give back this holiday season?
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.
A unique year requires unique ways to give back. What ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
Best wishes for a peaceful holiday season.
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
Wishing you a very Merry Christmas!
Happy New Year! So long, 2020.
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 next year is real.
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Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
When the stock market fluctuates, it’s natural to feel uncertain about your portfolio. I can provide personalized advice and portfolio recommendations to support your financial goals throughout all market cycles.
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
What are your wellness goals for the new year?
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
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New President; Same Market | Ameriprise Newsroom
We know your goals are important — whether they include buying a second home, retiring or traveling the world. That’s why I take the time to understand what’s truly important to you. What can I help you achieve so that you feel more confident and secure about your financial future?
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
With the inauguration of President Biden and Vice President Harris, what can we expect for policy initiatives? How will this administration approach the pandemic, the budget, and trade? #AmeripriseResearch
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I can help you envision a solid financial future – and build it.
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
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
My job as a financial advisor is about more than money – it’s about helping people like you reach their goals.
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
A third round of stimulus checks could be sent out as soon as the beginning of March. Could more individuals be eligible for these payments?
CNBC.COM
How soon new $1,400 stimulus checks and other coronavirus relief could arrive
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
I’m thrilled to announce that I have received the Ameriprise Client Experience Award. This status is earned through demonstrated excellence in client service. While it’s my name on this award, it would not have been possible without the continued trust of my clients and without a team that’s dedicated to providing the best possible service. Thank you for your loyalty! https://www.ameripriseadvisors.com/taylor.mitchell/profile
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My financial planning approach - Taylor Mitchell | Ameriprise Financial
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
401(k) plan
If you are an #Amazon employee considering your health insurance options during your open enrollment period that ends next month, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Millennials have higher levels of student debt now, plus likely lower payouts from Social Security and longer expected lifespans meaning they will have to save significantly more to retire like their parents and grandparents. Balancing short-term and long-term goals has become even more important for the younger generations.
MONEY.COM
Millennials Need to Save Extra if They Want to Retire Like Their Parents and Grandparents
Wishing you a lovely Valentine’s Day!
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
A third round of stimulus checks could be sent out as soon as the beginning of March. Could more individuals be eligible for these payments?
CNBC.COM
How soon new $1,400 stimulus checks and other coronavirus relief could arrive
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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For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
401(k) plan
If you are an #Amazon employee considering your health insurance options during your open enrollment period that ends next month, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Millennials have higher levels of student debt now, plus likely lower payouts from Social Security and longer expected lifespans meaning they will have to save significantly more to retire like their parents and grandparents. Balancing short-term and long-term goals has become even more important for the younger generations.
MONEY.COM
Millennials Need to Save Extra if They Want to Retire Like Their Parents and Grandparents
Wishing you a lovely Valentine’s Day!
Did you know that the SECURE Act made changes that may impact your legacy plans? Let’s review your accounts to make sure your beneficiary designations reflect your wishes.
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
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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For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
401(k) plan
If you are an #Amazon employee considering your health insurance options during your open enrollment period that ends next month, I can help you select coverage options that are consistent with your needs and financial goals.
AMERIPRISEADVISORS.COM
Health insurance checklist: How to choose
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.
AMERIPRISEADVISORS.COM
Early retirement tax strategies
As a client of Ameriprise, you’re supported not only by me but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
Get the personalized advice you need to envision and build a confident financial future.
What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.
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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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)?
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Understanding investment fraud
Together, we can work to envision your ideal financial future – and build it.
One of a kind financial advice for your one of a kind financial goals.
I’m proud to work for a firm that is dedicated to advancing representation, development and support of women. In recognition of #internationalwomensday, we hosted a firm-wide global discussion on gender bias and inequality. #AmeripriseWomen
Sustainable funds accounted for about a fourth of the money that flowed into all U.S. stock and bond mutual funds last year, according to Morningstar. If you’re interested in adding environmental, social, or governance investments to your portfolio, let’s discuss.
CNBC.COM
Money invested in ESG funds more than doubles in a year
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
The new stimulus package is intended to help alleviate the financial impacts of the pandemic. If you have questions, I am here to help.
AMERIPRISEADVISORS.COM
Pandemic relief recap
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)?
Investment fraud is “the crime of the 21st century.” Learn about five common types of fraud and how to protect yourself and your family.
AMERIPRISEADVISORS.COM
Understanding investment fraud
Together, we can work to envision your ideal financial future – and build it.
The 10-year U.S. Treasury yield is back to one-year highs. A continued bump up in rates, especially if the pace remains aggressive, could keep stock volatility higher than average and put short term pressure on Growth/Tech stocks. #AmeripriseResearch
Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term.
Spring has sprung! What are you hoping to accomplish this season?
Anyone else's March Madness bracket busted already? Let's see if Gonzaga & Arkansas can make a run to the Final Four to give myself a chance!
Also, below is an interesting bracket that shows the full field of 64 teams and the rapid increase in college tuition. If you have any questions in how to get started saving for college for a loved one, don't hesitate to reach out.
Under the American Rescue Plan Act, Americans with children under 18 may start receiving a portion of the $3,000 child tax credit as early as this summer. Reach out if you have questions about your family’s situation.
CNBC.COM
Here's who qualifies for the new $3,000 child tax credit
Life doesn’t always go as planned. Instead of feeling vulnerable, let’s talk about how you can feel protected.
