September is almost over, but it is never too late to start saving! If you have someone in your life with college ambitions, let’s talk about saving strategies.
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
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
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Congratulations to the newest member of our team Erin Keich (now Erin Spalding)! Erin married her fiancé Joshua this past Saturday and we couldn't be happier for the two of them. Check out some of the pictures from their big day!
We have @BaileyTootPhotography to thank for the sneak peak of the pictures
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties. Please let us know if you have any questions!
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
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
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
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
Both Brad and Mark Handel recently obtained the Behavioral Financial Advisor professional designation from Kaplan University and think2perform.
The brothers successfully completed the requirements, including training and an examination. The program emphasizes how financial decisions are influenced by psychology and neuroscience. The training integrates traditional finance practices with psychology and neuroscience to improve emotional competency and decision-making behavior that increases effective usage of the financial plan for both the advisor and client.
If you see Brad or Mark, make sure to congratulate them on a job well done!
Trends in COVID-19 infection rates, consumer/business activities and fiscal stimulus are critical drivers of the economy and markets near term.
AMERIPRISEADVISORS.COM
A pragmatic, pre-election view of the market
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021. If you are wondering what this means for you or a loved one, reach out and we will be happy to answer any questions.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Mark and Brad are both avid golfers and try to go as much as they can during the summer. Mark and his buddies were able to squeeze in one more group golf trip to Tennessee before the weather turns cold for the winter. Check out some of the pictures he took on his trip! Anyone else still golfing in this cool weather?
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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Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets Facing Three Significant Headwinds | Ameriprise Newsroom
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
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
If you have taxable investments, it’s possible your portfolio could benefit from another approach. Let’s talk about the benefits and limitations of tax-advantaged investing.
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.
U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.
NEWSROOM.AMERIPRISE.COM
U.S. Equities Bounce Higher on Rising Prospect of Stimulus | Ameriprise Newsroom
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Recent market activity reflects new dynamics. Chief Market Strategist David Joy sums up prices, Q4 earnings and a potential stimulus package.
NEWSROOM.AMERIPRISE.COM
newsroom.ameriprise.com
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. We can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Working toward your long-term financial goals starts with making the next right move.
Get the personalized advice you need to envision and build a confident financial future.
