Working toward your long-term financial goals starts with making the next right move.
Presidential election day is next month, and you may have questions about what may change or stay the course depending upon the outcome. Below is a link to our website, which contains articles detailing election insights, highlighting potential impacts from each candidate.
https://bit.ly/WellspireElectionInsights
Presidential election day is next month, and you may have questions about what may change or stay the course depending upon the outcome. Below is a link to our website, which contains articles detailing election insights, highlighting potential impacts from each candidate.
https://bit.ly/WellspireElectionInsights
It’s open enrollment season for many employers. Here are some things to keep in mind as you evaluate your options for 2021.
CNBC.COM
Open enrollment is coming up — here’s what to watch out for
The S&P 500 index fell for the fourth straight week despite improvements in the tech sector. Ameriprise Chief Market Strategist David Joy shares an update on factors that have contributed to increased volatility.
NEWSROOM.AMERIPRISE.COM
Volatility Increases as Investors Grapple with Mixed Data | Ameriprise Newsroom
According to business.com,
• Women own 42% of businesses in the United States.
• Women-owned businesses generate $1.9 trillion annually.
• Women of color account for 50% of female business owners.
Wellspire Financial Group wants to give a big round of applause to all these women-owned businesses.
Join us for a special Small Business Retirement Plans Webinar!
Wednesday, October 28, 2020 at 12pm
Click the link below to Register
http://bitly.ws/am88
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.
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
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?
This “Meet us Monday” we want to shine some light on a vibrant and vital staff member, whose delightful voice you’ve undoubtedly heard over the phone, nevertheless, if you have not had the chance to do so, meet Laura Daniels.
Laura was born and raised in Lawrenceburg, TN, but moved to Birmingham AL as a teenager. There she graduated from Samford University in Business. Prior to, joining our practice in February, she worked in the financial industry for over 12 years. Nowadays, here at the office she works diligently as our Administrative and Marketing Assistant.
Furthermore, Laura has been married to her husband John for 22 years. They have two lovely teenage daughters Hannah and Evie. She enjoys photography, traveling, and spending time with her family.
We look forward to each of you having a chance to get to know Laura!
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
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
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
Communication can go a long way when it comes to estate planning. Whether you share dollar-to-dollar details or a high-level picture, sharing your plan with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.
NEWSROOM.AMERIPRISE.COM
Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom
Given the current presidential election cycle, you may have some questions about the upcoming four years. Below is a link to our website and a videocast where you'll hear expert insights to help you put current conditions in perspective.
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
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
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
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
Women & Compassion: We welcome February as heart health month and show it with our Red Dress lapel pin. And as reminder to our women clients, remember to register for our virtual women's event we're hosting this Thursday at Noon. Email laura.daniels@ampf.com for details.
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
