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
Working toward your long-term financial goals starts with making the next right move.
https://www.ameripriseadvisors.com/team/guidingpoint-financial-group/events
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Staying focused amidst uncertainty can help you reach your future financial goals.
Consider five factors that could influence stock prices in the final quarter of 2020.
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.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.
AMERIPRISE.COM
5 financials steps for home buyers
Investors appear optimistic Wednesday despite an unclear path to sustained economic recovery.
FORBES.COM
Stocks Rally After Trump’s Back And Forth On Stimulus As Fed Warned Against Stifling Aid
October is Women’s Small Business Month. If you’re thinking about starting a business, I can help with financial tips and other considerations for getting your new venture off the ground.
President Trump’s coronavirus infection adds a significant element of uncertainty to the state of the U.S. government and the upcoming election, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Markets React as COVID-19 Reaches the White House | Ameriprise Newsroom
“Our opinions are what we'll be known for; our love is what we'll be remembered for.”
– Bob Goff, author of Love Does
Join us tomorrow evening!
What will the increasing infection rates and the upcoming election bring to the U.S. markets? Ameriprise Chief Market Strategist David Joy shares his perspective.
NEWSROOM.AMERIPRISE.COM
Stocks Delivered Another Week of Gains Despite Mixed Data and Virus Concerns | Ameriprise Newsroom
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.
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.
Prospects for a new round of fiscal stimulus have been a key catalyst for increases in the 10- and 30-year Treasury yields since the lows of August. Treasury rallies during equity market sell-offs have contributed to the saw tooth fluctuations. #AmeripriseResearch
Volatility continues as markets react to news about the coronavirus. Learn more about today’s events and get the latest insights from #AmeripriseResearch in After the Close.
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The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Wishing you a safe, fun and spooky Halloween!
After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.
TIME.COM
Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President
Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from #AmeripriseResearch on today's market swings.
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This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Keep an eye on the future with financial advice, focused on you.
This month, let’s talk about planning for long-term care, an important but often overlooked aspect of retirement.
Why worry about tomorrow? Plan for it. Let’s connect and review your long-term goals to avoid short-term worry.
Annuities can be more useful than some investors realize. We are available to help consider how annuities could fit into your portfolio.
AMERIPRISEADVISORS.COM
5 annuity myths debunked
The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.
NEWSROOM.AMERIPRISE.COM
Election Week is Here: How Markets Might React | Ameriprise Newsroom
I'm proud to share that Ameriprise Financial has been recognized as a Military Friendly® Employer for the 7th consecutive year by VIQTORY. Learn more: https://bit.ly/2It8WxW
Working toward your long-term financial goals starts with making the next right move.
Happy Thanksgiving! While 2020 has been a challenging year, it’s also shown us how much we still have to be grateful for. What are you thankful for?
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
How will you give back this holiday season?
It can be a tough balance to strike – providing for your children while also assisting in their journey to financial independence. Here are some tips on helping them navigate their road to self-sufficiency.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
You may be thinking about end-of-the-year tax strategies, or you may be looking forward to what you can do differently financially, next year. There are a lot of different tools and strategies, so let's get together to talk. If I can give you one good idea, it would be worth a 5-10 minute conversation. Reach out to me, via this post, email, or phone.
Shopping local can really make an impact this holiday season. Ask me how we can work together to help keep our local business thriving.
Divorce after age 50 – sometimes called gray divorce – may present a unique set of challenges. A well-informed plan can ease your transition to and help protect your financial future.
KIPLINGER.COM
Gray Divorce: Amicable Terms for Your Finances | Kiplinger
May your Hanukkah be filled with peace, joy and light.
“Your wealth of experience makes you rich. Spend it on hurt people. They need it so badly.” - Beth Moore, Living Proof Ministries
“You have not lived today until you have done something for someone who can never repay you.” - John Bunyan
How about a virtual coffee? I recently invited a connection to virtual coffee, and he asked me what that meant. I thought I would share this idea with you. If you love networking and miss meeting people at the coffee shop, you might consider this an option. It is simply setting up a casual virtual meeting to get to know people better. Make it more fun by actually having a cup of coffee or meal, together. It is truly the next best thing to being there. If you would like to have a virtual coffee with me, let me know. I am always open to networking and meeting other people.
What holiday tradition is a must for your family even during a pandemic? How will you spread cheer this year?
Whatever your post-retirement plans might include, my personalized advice can make you more confident you can achieve them.
AMERIPRISEADVISORS.COM
Financial benefits of working in retirement
Best wishes for a peaceful holiday season.
What’s your favorite winter activity?
While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.
KIPLINGER.COM
Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger
My girls really wish we got more snow, here in Memphis. We haven't been able to do a vacation in a couple of years so, next year, I think I'll take them someplace special for Christmas, where they will get plenty of snow and the opportunity to enjoy skiing.
Wishing you and yours a joyous Kwanzaa!
Wishing you a very Merry Christmas!
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Wishing you a very Merry Christmas!
Being organized can save you time and money. What are you doing to get better organized this month?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
Wishing you a very Merry Christmas!
What are your wellness goals for the new year?
A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.
Being organized can save you time and money. What are you doing to get better organized this month?
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Happy New Year! So long, 2020.
We're stronger and braver together. Do not let this world and this narcissistic culture make competitors out of the very people who are meant to be your comrades in arms.
- Beth Moore, Living Proof Ministries
Head of Fixed Income Brian Erickson discusses four themes that will shape fixed income investing in 2021, including modest return potential, inflation navigation, leadership of cyclical corporate sectors and a lag in municipal fundamentals.
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
Inflation is likely to ramp-up over the next few months due to weak year-over-year comparisons and a rebound in demand that has been limited by virus conditions. Inflation pressures should start to subside in the second half of the year. #AmeripriseResearch
As the hope of vaccines transitions to reality, investor behavior is also changing. Since Nov. 9, U.S. small-caps and international stock indexes, which both carry higher concentrations of non-Tech cyclical areas, have outperformed the S&P 500. #AmeripriseResearch
Today and every day, we respectfully honor the legacy of Rev. Martin Luther King, Jr.
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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“Sometimes truth is costly but not nearly as costly as deception.” - Beth Moore, Living Proof Ministries
If you have children, like me, you probably often think about how you or they will pay for college. February is Financial Aid Awareness Month, and I have a lot of great tools to help you research grants, scholarships, and financial aid for your children. Often, you can apply when your child is many years out from graduating high school. Reach out to me by responding to this post or call me. I will be more than happy to share these resources with you, at no charge.
January is National Financial Wellness Month. When was the last time you checked your progress on your goals?
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
5 factors that impact your retirement income
What’s the stock market outlook this year? Chief Market Strategist David Joy summarizes what to watch in equities, including corporate earnings potential, anticipated returns, regional weighting and global trade prospects.
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Financial wellness programs are the #1 benefit employees want in 2021. I can help your employees better understand their financial situation to plan for the future. #financialwellness
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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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
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Financial wellness programs are the #1 benefit employees want in 2021. I can help your employees better understand their financial situation to plan for the future. #financialwellness
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
U.S. equities were down today. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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Wishing you a lovely Valentine’s Day!
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
This #blackhistorymonth, we remember 2021 as the 60th anniversary of the Freedom Riders, black and white activists who helped end segregation. Who inspires you?
Financial wellness programs are the #1 benefit employees want in 2021. I can help your employees better understand their financial situation to plan for the future. #financialwellness
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
A new administration and its policy priorities could have an impact your finances. Let’s schedule time to review your portfolio and ensure you’re set up for success – no matter what a changing political landscape might bring.
FORBES.COM
How President Joe Biden Will Impact Your Personal Finances
As a client of Ameriprise, you’re supported not only by us but an entire team of professional analysts – dedicated to helping you uncover opportunities, identify unnecessary risks and gain confidence in your financial future.
Many Americans aren’t saving enough for retirement. Consider these three strategies to maximize your savings plan.
USATODAY.COM
Balance is key: 3 ways to get your retirement savings back on track
Happy Love Your Pet Day! How will you pamper your pet today?
Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?
Wishing you a lovely Valentine’s Day!
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
U.S. equities were down yesterday. What are the key points to consider? Read this market commentary from #AmeripriseResearch.
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To start increasing your savings, review what you’re currently spending and consider options for cutting back. #AmericaSavesWeek
Many employers will match a certain amount of what you save in a retirement plan. If you don’t maximize the match, you're leaving money on the table. #AmericaSavesWeek
Reserve one day a week for free family fun. Cook at home and plan free activities like a game or movie night. #AmericaSavesWeek
A tale of rallying the little investor, selling borrowed stock and the impact it had on the market. What is selling short, what happened in January, and what does it mean going forward? #AmeripriseResearch
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Corporate profit growth is expected to outperform this year. Global Market Strategist Anthony Saglimbene sums up market opportunities and risks.
AMERIPRISEADVISORS.COM
The bull and bear case for stocks
I don't know about you but, I am ready to get back out and enjoy the outdoors! Someone told me, recently, that the national parks are booking up. Has anyone booked a future stay at a National Park or any type of outdoor adventure? I am curious to know how that's looking.
This month's Lunch & Learn Webinar Series will be focused on the many aspects of Women's Financial Needs over the years. Be sure to check out our 'Events' on our website (www.GuidingpointGroup.com) to register for the topic that best fits your current or upcoming chapter in life.
#WomensHistoryMonth
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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Bond yields increased for the fourth straight week. Chief Market Strategist David Joy discusses implications for stock prices.
NEWSROOM.AMERIPRISE.COM
Investors Keeping a Watchful Eye on Rising Bond Yields | Ameriprise Newsroom
Are you considering tax-efficient opportunities to grow and protect your retirement assets?
An emergency fund can cover expenses you don’t plan for. Let’s work together and determine how much money you should set aside. #AmericaSavesWeek
“I am content with what I have, little be it, or much.” - John Bunyan
I'm proud to work for a firm that is dedicated to advancing representation, development and support of women. In recognition of #internationalwomensday, we hosted a firm-wide global discussion on gender bias and inequality. #AmeripriseWomen
Housing market conditions remain bright. Despite higher mortgage costs, and an all-time low supply, high demand is expected to continue. The recent 1.9 months’ supply of existing homes for sale was an all-time low, according to the NAR. #AmeripriseResearch
I don't know about you but, I am ready to get back out and enjoy the outdoors! Someone told me, recently, that the national parks are booking up. Has anyone booked a future stay at a National Park or any type of outdoor adventure? I am curious to know how that's looking.
This month's Lunch & Learn Webinar Series will be focused on the many aspects of Women's Financial Needs over the years. Be sure to check out our 'Events' on our website (www.GuidingpointGroup.com) to register for the topic that best fits your current or upcoming chapter in life.
#WomensHistoryMonth
The markets rallied today and experienced solid gains. #AmeripriseResearch provides their thoughts on today’s market upturn in After the Close.
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Together, we can work to envision your ideal financial future – and build it.
Don’t forget to spring ahead! Daylight Saving Time starts today.
Because of the complex rules associated with the Social Security program, many retirees don’t realize they’re entitled to receive some benefits. I can help ensure you’re taking full advantage of the benefits you’ve earned.
AMERIPRISE.COM
3 tips to help you maximize your Social Security benefit amount
For the second consecutive year, Ameriprise was recognized by J.D. Power for providing “An Outstanding Customer Service Experience” to advisors via phone support. I'm proud to represent an organization that provides an excellent experience to advisors – allowing me to do the same for clients like you. https://bit.ly/3rgdCsp
Vacation time has monetary value. Learn what your PTO is worth and how to make the most of your benefits.
REALSIMPLE.COM
How Much Is Your Paid Time Off Really Worth? Here’s How to Find Out
“The value of a life is always measured by how much of it is given away.”
-Andy Stanley, Senior Pastor of North Point Community Church
Spring has sprung! What are you hoping to accomplish this season?
Wishing you much happiness on International Happiness Day!
How are you following your truth?
Happy St. Patrick’s Day!
Women face unique financial realities. No matter your situation, I’m committed to helping you feel confident about your financial future. #IWD2021
AMERIPRISEADVISORS.COM
4 financial considerations for women
Together, we can work to envision your ideal financial future – and build it.
Stock prices are high, and investors are optimistic. Chief Market Strategist David Joy summarizes conditions and potential for a market correction.
AMERIPRISEADVISORS.COM
Implications of high stock valuations
"Do not give, as many rich men do, like a hen that lays her eggs ...and then cackles." - Henry Ward Beecher
Stock prices face headwinds amid rising rates and inflation fears. Global Market Strategist Anthony Saglimbene sums up conditions and considerations.
AMERIPRISEADVISORS.COM
Bud Milligan - Financial Advisor in Cordova, TN | Ameriprise Financial
One of a kind financial advice for your one of a kind financial goals.
Spring has sprung! What are you hoping to accomplish this season?
Wishing you much happiness on International Happiness Day!
