Stock market losses can lead to emotional investing decisions. But I am here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.
MONEY.USNEWS.COM
How to Recover After Loss in the Stock Market
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
As the California wildfires impact the area, my thoughts are with my clients, their families and the community within the affected areas. Please stay safe.
A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. I can work with your tax professional to help.
FORBES.COM
How Tax Code Changes Can Affect Retirees
From stocking up on toilet paper to at-home haircuts, consumers are spending and saving their money differently due to COVID-19. How has the pandemic changed your spending habits?
MARKETWATCH.COM
5 months into the COVID-19 pandemic, here’s how people’s spending habits have changed
Retirees aren’t required to take minimum distributions (RMDs) from their retirement accounts in 2020. If you withdrew money earlier this year and don’t want those funds counted towards your annual income, you have until August 31 to return it. Reach out with any questions.
MONEY.COM
The Deadline for Retirees to Return Unwanted RMDs Is Almost Here
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
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
This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?
REALSIMPLE.COM
5 Ways to Get Your Pandemic Holiday Spending Under Control
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
The Market Moving Power of Social Media and Commission Free Trading | Ameriprise Newsroom
IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.
AMERIPRISEADVISORS.COM
Diversified tax benefits today and tomorrow
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
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
What are your wellness goals for the new year?
