We are currently accepting new clients! If you or someone you care about is interested in a complimentary consultation, please take 2 minutes to follow this link, send us an email and we can set up an appointment that fits your schedule. We look forward to working with you!
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Several uncertainties may impact investments in 2020, but confidence and diversification could be the two main things that'll help investors in an ever-changing market landscape.
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We've mentioned it before, but now it has been passed by Congress: An overhaul of the retirement system is on its way! Let us know if you have any questions about how this move may impact your savings.
WSJ.COM
Congress Passes Sweeping Overhaul of Retirement System
Happy New Year! Cheers to a successful, prosperous, and happy 2020! Let's make it the best yet!
Start the year off with some extra luck! According to this tradition, your New Year's Day dinner will bring you good fortune for the upcoming year. What meal do you think will give you the best vibes for 2020?
SOUTHERNLIVING.COM
Lucky New Year's Meal
Doesn't the year 2020 sound futuristic? It has us thinking about what we imagined it'd be like years ago, versus reality. Of course, we'll only know for sure when it happens, but in terms of the 2020 economic outlook, it seems like we'll continue on our road of economic expansion. There are always "threats" like trade uncertainty, and an election year can be unpredictable, but a long-term financial plan can help assuage fears of potential volatility. So, as you're setting your resolutions this year, and mulling over how time really does fly (even if our cars don't...yet), resolve to check in on your financial plan. We want you to rest easy feeling prepared for anything that may come our way in this new chapter, year, and decade.
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It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Get the personalized advice you need to envision and build a confident financial future.
Happy New Year! So long, 2020.
Best wishes for a peaceful holiday season.
