Identity theft. Phony contact tracing. Learn how to avoid these and other COVID-19 fraud attempts and what to do if you’re a victim.
NEXTAVENUE.ORG
Real or Fake? How to Spot COVID-19 Scams
No matter what the future may bring, I have tools to help you prepare. Let’s set up a 30-minute meeting to evaluate where you are right now and how you can make progress towards achieving your goals in this challenging environment.
Today is National Good Neighbor Day! We are blessed to have an amazing neighborhood, everyone pitches in when the others need help. What do you like about your neighbors?
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
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.
Shop local is more than a slogan. Local businesses add value to our community in many ways and our support is critical to helping them thrive. Together, we can continue to help them succeed. Let’s talk. #communitystrong
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
This week consider revisiting your existing estate plans. If you're not there yet, consider taking 30 minutes to reflect on the legacy you want to leave.
Who has been your favorite boss and why?
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
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. I can work with your tax professional to help.
FORBES.COM
How Tax Code Changes Can Affect Retirees
When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?
KIPLINGER.COM
10 Things You'll Spend Less on in Retirement | Kiplinger
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
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Happy Halloween. What will you do differently this year?
I love chocolate, do you?
Our digital tools enable anytime, anywhere access to your goals and investments, so you’ll always know where you stand.
For most Americans, a 401(k) strategy is a key part of your retirement plan. Here are tips to optimize.
AMERIPRISE.COM
Rethinking your 401(k): 5 retirement investment strategies to help you save
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
Financial news and market insights - Wendy Mueller | Ameriprise Financial
Being organized can save you time and money. What are you doing to get better organized this month?
2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
Happy New Year! So long, 2020.
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
