Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
Claiming Social Security at 62 can be a costly mistake, but fear of the program running out of money may push too many retirees to make this decision. Questions or concerns? Reach out to see what may make sense for your personal financial situation. #AmeripriseResearch
Medicare enrollment can be difficult to navigate. We can review your options and help you plan for future health care costs.
AMERIPRISEADVISORS.COM
5 things to know about Medicare
Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.
AMERIPRISEADVISORS.COM
Insurance solutions later in life
Our digital tools enable anytime, anywhere access to your goals and investments, so you’ll always know where you stand.
Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
Two gross figures to think about today:
For workers that access their health insurance through an employer, the average annual cost for health insurance coverage for a family plan in 2020 is $20,514, with the employer paying 67%of the total ($13,717) and the employee paying 33%($6,797) (source: US Bureau of Labor Statistics).
Healthcare spending per person in the USA in 2018 was +92% greater than the average health care spending per person in 9 major countries. US spending of $10,637 per person, including hospital care, prescription drugs, long-term care and preventative care, nearly doubled the $5,527 per person spending average compiled from Austria, Belgium, Canada, France, Germany, the Netherlands, Sweden, Switzerland and the UK (source: OECD).
Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? I can consult with your tax professional and evaluate your situation.
AMERIPRISEADVISORS.COM
A smart tax strategy for stocks
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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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
Consider five factors that could influence stock prices in the final quarter of 2020.
Curious about how elections influence market behavior? The U.S. Election Guide from #AmeripriseResearch explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.
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Every family is unique. That’s why it's so important to receive personalized financial advice to help your family achieve your goals.
AMERIPRISE.COM
How non-traditional families can help ensure a more secure financial future
In a new Ameriprise videocast, experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposal.
AMERIPRISE.COM
Videocast: Election impacts for investors
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.
A new U.S. president will have many existing concerns including the pandemic. Here are potential market impacts of these and other factors.
AMERIPRISEADVISORS.COM
What's next for investors?
Large and small-cap stocks have now recovered pandemic losses, but short-term trends may continue to influence market dynamics. Investors should remain cautiously optimistic and continue to lean heavily on high-quality investments through year-end. #AmeripriseResearch
Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.
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Markets Overcome Two Significant Hurdles | Ameriprise Newsroom
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
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
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Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Trying to choose between two big home projects? Start on the one with the best return.
A workplace retirement plan can be good for saving, but getting money out when you need it can be challenging. Let’s look at all your options.
From family to taxes, there are numerous factors to consider when planning where to live in retirement. What’s at the top of your location wish list?
MONEY.USNEWS.COM
The Most Tax-Friendly States to Retire
In addition to continued pandemic and vaccine developments, several factors will influence the trajectory of stock and bond prices in 2021. Ameriprise Chief Market Strategist David Joy sums up the environment and elements for investors to consider.
AMERIPRISEADVISORS.COM
Capital markets outlook
Here’s a list of important tax deadlines for 2021. Bookmark this page now to reference this tax season.
AMERIPRISE.COM
Important upcoming retirement account and tax filing dates
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
What’s next for the U.S. economy? Chief Economist Russell Price discusses a possible summer economic surge, inflation pressure and lower unemployment this year.
