Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.
Record low mortgage rates and refinancing can be good news – but taking out a new home loan isn’t foolproof. We’re available to help you review how a new or updated mortgage fits into your overall financial plan.
MARKETWATCH.COM
Should I refinance my house? Mortgage rates drop to 50-year low as coronavirus spreads across the U.S. — and the world
It is possible to balance paying down debt while investing at the same time. Let’s talk about making choices to help you achieve your financial goals.
Continuing to save, even during challenging times, is more achievable when you automate your savings. We're here to help you with savings strategies and other ways to meet your long-term goals.
AMERIPRISE.COM
Systematic savings
With the passage of the Secure Act by Congress, new parents can now take an early withdrawal from their personal retirement savings. If you’ve recently welcomed a child, we can join a conversation with you and your tax advisor to help determine if this is the right choice for you.
CNBC.COM
New parents can take penalty-free early withdrawals from retirement savings, but it will increase your taxable income
Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.
New guidelines from the IRS will allow for mid-year adjustments to certain workplace benefits. If you are considering a change, we can help you evaluate your options.
CNBC.COM
IRS will allow for mid-year changes to health plans and flex spending accounts
When it comes to retirement planning, we believe it’s important to ask the right questions to make sound decisions. Get in touch so we can start answering your questions.
How are you progressing towards achieving your goals? We can help you work towards a variety of goals and track the progress you’re making. Let’s set up a virtual 30-minute meeting to walk through a collaborative tool and discuss how to get you where you want to go.
Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery.
FORBES.COM
Stocks Rally After Trump’s Back And Forth On Stimulus As Fed Warns Against Stifling Aid
“Being engaged is a way of doing life, a way of living and loving. That's what I want my life to be all about - full of abandon, whimsy, and in love.”
– Bob Goff, author of Love Does
Help support people facing hunger in our communities. Ameriprise is matching up to $250,000 in donations to Feeding America now through Thanksgiving. With the Ameriprise match, one dollar donated will provide up to 20 meals for families in need. Let’s make a difference this Thanksgiving season.
SECURE.FEEDINGAMERICA.ORG
Join me in ending hunger
Your home could be a retirement asset. Together, we can review your portfolio and determine whether using your home equity towards retirement makes sense for you.
MONEY.USNEWS.COM
How to Use Home Equity in Retirement
Set goals. Give back. Millennials share four financial lessons for the next generation. What tips would you add to the list?
CNBC.COM
'I wasted so much money ...' Millennials share their top financial regrets to help Gen Z get started
Follow a budget. Establish an emergency fund. Discover the secrets to saving for retirement from people who are saving the most.
REALSIMPLE.COM
9 Secrets From Retirement Super Savers Everyone Can Use
“Insecurity wants us to keep track of our failures; grace doesn't even write them down.”
– Bob Goff, author of Love Does
It’s understandable to be concerned about the state of your job. In this article, Marcy Keckler, Ameriprise VP of Financial Advice Strategy, and other experts share tips for having important financial discussions with your partner.
CNBC.COM
4 steps to take if you worry you or your partner will be laid off due to the coronavirus pandemic
"We should be rigorous in judging ourselves and gracious in judging others."
— John Wesley.
What steps are you taking to not be judgmental?
What country has competed the most times in the summer Olympics without winning a gold medal? #SportsSaturday
Do the ups and downs of the market leave you worrying about the impact on your income? Let’s meet to talk about strategies to help you live more confidently in
retirement.
Wishing everyone a Happy Thanksgiving!
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
How many players are on a basketball team? #SportsSaturday
Check out the 20 most popular professional skills of 2020 according to Entrepreneur readers -- plus, how to learn them yourself in 2021.
ENTREPRENEUR.COM
The 20 Most Popular Professional Skills of 2020 According to Entrepreneur Readers
A lot has happened in the past year. Let’s talk about any factors that may have affected your retirement plans, discuss updates and ensure sure you’re on track.
AMERIPRISEADVISORS.COM
5 factors that impact your retirement income
Who are you rooting for in today's game?
Did you know golf balls can reach speeds of 170 miles an hour?
Do you like filing your income taxes early? You’ll have to wait a little longer this year. The IRS just announced it won't start accepting 2020 tax returns until February 12, 2021. That's 16 days later than last year, so plan accordingly.
KIPLINGER.COM
When Can You File Your Taxes This Year? | Kiplinger
February is American Heart Month. Do you know how to measure your blood pressure correctly? Find out with this short quiz! #HeartMonth
http://bit.ly/30kltZi
QZZR.COM
Do You Know How to Measure Your Blood Pressure?
