Coffee is produced locally, consumed daily and today, it’s celebrated globally. Go ahead, have another cup!
Even in the most challenging of times, we can work together to help you navigate uncertainty.
YOUTUBE.COM
Navigating uncertainty in today’s markets
The COVID-19 pandemic has accelerated investments in certain areas of technology. Let’s review your portfolio and see if it makes sense to invest in the digitalization trend.
AMERIPRISEADVISORS.COM
Is your portfolio on the right side of digitalization?
The presidential election – and the policies of the two main party candidates – have implications for investors. Ameriprise Chief Market Strategist David Joy shares his general observations.
AMERIPRISEADVISORS.COM
Find a Financial Advisor who is right for you | Ameriprise Financial
A year from now, you’ll be glad you remained focused on your long-term goals today. I'm here to help you stay on track.
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Tomorrow’s success starts with today’s planning
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Put stock market conditions into perspective within a portfolio. 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 proposals. Watch on my homepage.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
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
Low interest rates may be here to stay, but not for all financial products. Read what the Fed changed and how it may impact you.
MARKETWATCH.COM
The Fed has a new approach to inflation: What it means for your savings, credit-card debt — and your mortgage rate
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.
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
Smart tax strategies can help you keep more of your hard-earned money in retirement. Let's discuss options for reducing your tax bill.
AMERIPRISE.COM
Understanding retirement and taxes
Annuities can be more useful than some investors realize. I am available to help consider how annuities could fit into your portfolio.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Did you know the 2020 Secure Act may have tax implications based on your investments? Let’s connect to make sure your portfolio is structured best for you
and your family.
Charitable tax deductions, penalty-free early IRA withdrawals, remote care coverage and other CARES Act benefits to consider before year’s end.
KIPLINGER.COM
5 CARES Act Benefits to Take Advantage of Before Year’s End | 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
Does your portfolio align with your financial goals? Here’s what to look for in your employer’s savings plan.
AMERIPRISEADVISORS.COM
401k in-service withdrawals
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
The IRS unveiled its list of 2020 tax scams – with added emphasis on COVID-19 related ploys. Here’s what to watch for and tips for staying safe.
FORBES.COM
Phishing, Fake Charities And IRS Impersonators Top 2020 Dirty Dozen Scam List
With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation.
CNBC.COM
The Covid relief bill will keep these tax breaks around even longer
Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.
AMERIPRISEADVISORS.COM
New pandemic relief package
Vaccine availability and acceptance may influence outcomes, but economic and market conditions should benefit from increasing business and consumer confidence throughout 2021. #AmeripriseResearch
What are your wellness goals for the new year?
Based on stabilizing market and economic conditions and favorable monetary and fiscal policies, combined with broadly available vaccines, #AmeripriseResearch believes the opportunity for outsized growth next year is real.
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Wishing you a lovely Valentine’s Day!
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?
CNBC.COM
Want a fun way to teach your kids about money? Try these games
What’s your favorite part of the Big Game? The commercials, the food, or the halftime show?
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
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
