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Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?
Closing on a home purchase is one of the biggest transactions you’ll make. Learn how to identify the red flags associated with real estate wire fraud and how to prevent yourself from falling victim. bit.ly/3TJlzHe
From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts. bit.ly/49ULx0g
In March, we honor the contributions of American women who have made history, broken barriers and changed the country for the better. Happy Women’s History Month!
If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y
Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.
While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y
If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc
Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.
Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y
Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.
The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.
Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.
The pay gap isn’t the only gender gap affecting the financial welfare of women and their families. Let’s talk about closing the protection gender gap too.
Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y
Wishing you a day filled with love and meaningful connections. Happy Valentine’s Day!
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