Working toward your long-term financial goals starts with making the next right move.
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe.
FORBES.COM
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
SF.EATER.COM
House of Nanking Launches its First-Ever Takeout Menu, and More Weekend Entertainment
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. We can work with your tax professional to help.
As a CPA Personal Financial Specialist™ and a Certified Divorce Financial Analyst ™ for 30 years, we are here to help you with your complex tax questions and prepare confident, calming, and complete financial plans.
Email us to schedule a low-key complimentary consultation: michael.b.cooper@ampf.com
FORBES.COM
How Tax Code Changes Can Affect Retirees
"Do all the good you can, by all the means you can, in all the ways you can, in all the places you can, at all the times you can, to all the people you can, as long as ever you can."
— John Wesley.
How are you doing good?
Staying focused amidst uncertainty can help you reach your future financial goals.
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
The results of the upcoming presidential election could strongly impact the markets, but the large volume of mail-in ballots may delay the announcement timing.
As a CPA Personal Financial Specialist™ and a Certified Divorce Financial Analyst ™ for 30 years, we would be happy to review your portfolio, answer your complex tax questions, and prepare a confident, calming, and complete financial plan. Email us to schedule a low-key complimentary consultation: michael.b.cooper@ampf.com
CNN.COM
Wall Street could call the 2020 election before the media does
Since the Q2 downturn, U.S. economic recovery has been stronger than anticipated. What’s the trajectory through year-end and into 2021? Chief Economist Russell Price discusses forecasts for employment rates as well as U.S. and global growth trends.
National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
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
As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.
As a CPA Personal Financial Specialist™ and a Certified Divorce Financial Analyst ™ for 30 years, we would be happy to review your accounts, answer your complex tax questions and prepare a confident, calming, and complete financial plan.
Email us to schedule a low-key complimentary Virtual consultation: michael.b.cooper@ampf.com
AMERIPRISEADVISORS.COM
2020 U.S. election impacts
Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.
KIPLINGER.COM
Boost Your Retirement Income in 3 Steps | Kiplinger
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
As a CPA Personal Financial Specialist™ and a Certified Divorce Financial Analyst ™ for 30 years, we would be happy to review your accounts, answer your complex tax questions and prepare a confident, calming, and complete financial plan.
Email us to schedule a low-key complimentary Virtual consultation: michael.b.cooper@ampf.com
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | Kiplinger
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
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Are you protecting yourself online? Learn three of the most common types of cybercrime, and how you can stay safe.
AMERIPRISEADVISORS.COM
Identity theft: What you need to know
Are you considering moving abroad during retirement? From Tel Aviv to Taipei, here are some of the most LGBTQ-friendly retirement destinations around the globe.
MONEY.USNEWS.COM
The Most LGBTQ-Friendly Places to Retire Overseas
Considering a 401(k) to IRA rollover?
As a CPA and CFP® professional for over 25 years we can assess your options and determine the best plan of action for you and your goals. Email us!
CNBC.COM
Avoid these costly mistakes when rolling over a 401(k) to an IRA
“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
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
