You’re working hard every day. Are you doing what you can to protect what your earning?
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
884k more workers sought unemployment last week as layoffs persist during COVID-19 crisis. If you or someone you know has lost their job, I am here to help you review your options.
CNN.COM
Another 884,000 Americans filed for unemployment benefits last week
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.
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 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
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Do you understand what you’re paying for and what you get in return? Group benefits can be confusing. I can help you make sure you’re protected.
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Andrea L. Singleton, CFP, CRPC updated their business hours.
Andrea L. Singleton, CFP, CRPC updated their phone number.
“Peace is a daily, a weekly, a monthly process, gradually changing opinions, slowly eroding old barriers, quietly building new structures.” —John F. Kennedy
Whether you’re saving for a new home for a growing family or just for retirement, you may need to change up your savings strategy in the era of low rates.
MARKETWATCH.COM
The Fed plans to keep interest rates low for years — here’s how you should approach your savings strategy now
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
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
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
Has the pandemic caused you to overspend online? These strategies may help.
CNBC.COM
Shopping too much online? Here's how to cut back
https://www.columbiathreadneedleus.com/blog/what-the-2020-elections-mean-for-the-markets-and-what-they-dont
COLUMBIATHREADNEEDLEUS.COM
What the 2020 elections mean for the markets—and what they don’t.
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
A vital part of financial management is being prepared for what happens to your assets when you’re gone.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
With socially responsible investing, you can make a positive impact with your dollars. Let’s discuss if ESG investing is right for you and options that support your long-term goals.
CNBC.COM
Sustainable investing is surging. How to decide if it's right for you
Keep an eye on the future with financial advice, focused on you.
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.
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
The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. We can review your RMDs to help you avoid a big tax penalty.
AMERIPRISEADVISORS.COM
RMDs are back for 2021
Traditional and Roth IRA contribution limits for 2021 have not changed. Have your goals? I can help ensure your strategy is getting you one step closer to retirement.
AMERIPRISE.COM
IRA limits and eligibility
Happy New Year! So long, 2020.
One of the real joys this holiday season is the opportunity to wish you the very best for the new year.
Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.
CNBC.COM
The CARES Act added a new $300 charitable contribution deduction for 2020. Here's what you should know
