Last week’s jobless claims report was the latest example of the economy’s third quarter economic recovery flattening, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
The Economy Loses Some Momentum as Investors Face Further Disruption | Ameriprise Newsroom
In-person classes? Online? Hybrid? No matter what your fall semester will look like, here are some tips on how to make it more affordable.
USNEWS.COM
Smart Money Moves for College Students This Fall
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
Although President Trump signed an executive action Saturday to extend unemployment benefits at a lower amount, it’s unclear when and if it will take effect. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.
NEWSROOM.AMERIPRISE.COM
Historical Trading Patterns Shift as Investors Respond to the Pandemic and Upcoming Election | Ameriprise Newsroom
Tax professionals: Have you considered expanding your menu of services to include financial planning? Let’s talk about how financial planning could add value for your clients. #addmorevalue
Mortgage rates have hit record lows. Is now the time to refinance? Ask yourself these five questions —and connect with me to discuss your options.
FORBES.COM
5 Simple Steps To Determine If You Should Refinance When Mortgage Rates Are Low.
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.
CNN.COM
Wall Street could call the 2020 election before the media does
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
Excited to have virtually attended the Institute for Divorce Financial Analysts conference this past week. The agenda was jam packed with useful programs and information to "sharpen the saw"!
Financial wellness is good for employees but did you know it can help your business too? Talk to me to learn how offering financial wellness can help you reach your benefits participation goals as well as round out your existing benefits package. Give me a call to discuss. #nationalfinancialplanningmonth
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
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.
It’s natural for short-term changes in the markets or the economy to make you question your long-term financial strategy. Let’s talk about ways to add confidence to
your retirement planning. Please don't hesitate to reach out with any questions or needed clarification.
No one can predict the best time to buy or sell your investments. But there are ways to add some protections from market losses. Let’s talk about adding more confidence to your retirement planning.
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
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
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
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
I’m honored to announce I’ve received the 2021 Five Star Wealth Manager award. This award highlights wealth management professionals who provide excellent service to their clients. Thank you to my colleagues and clients who made this possible!
AMERIPRISEADVISORS.COM
Thomas L Reardon - Financial Advisor in Norwood, MA | Ameriprise Financial
Totally psyched my copy of "You're Getting Divorced...Now What?" written by divorce industry expert and USA500 member Sandra Radna just arrived. Ready to dive in and learn! Thanks Sandra!
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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Happy New Year! So long, 2020.
