10/11/2021
When planning for retirement, it’s important to be able to discern fact from myth. If you have questions about your retirement plan, let’s review it together.
LPL Financial Advisor
Blue Ridge Vice President,
Regional Wealth Manager www.finra.org, www.sipc.org.
If you have a plan in life to reach your goals and a professional to help see you through to them, you will find them very achievable! My practice focuses not only on Financial planning & Retirement planning, but Life and Income planning as well! Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insuranc
10/11/2021
When planning for retirement, it’s important to be able to discern fact from myth. If you have questions about your retirement plan, let’s review it together.
10/06/2021
Could the next jobs report clear the way for a taper announcement from the Fed? Ameriprise Chief Market Strategist David Joy discusses key factors.
Investors Ignore a Noisy Week and Focus on Fundamentals | Ameriprise Newsroom 10/04/2021 David Joy A late week rally allowed the S&P 500® index to recapture its 100-day moving average, relieving some of the anxiety caused by the 5 percent drawdown between September 2nd and the 30th. The index was still lower for the full week, falling 2.2 percent, its third weekly decline in...
10/01/2021
Decaf or regular? Cream or sugar? No matter how you take your coffee, take a moment to go fill your cup!
09/29/2021
Washington news may increase investor anxiety, but Ameriprise Chief Market Strategist David Joy sums up the positive measures of business activity.
The Economy Remains Fundamentally Solid Despite Headwinds | Ameriprise Newsroom 09/27/2021 David Joy Last week the focus was squarely on monetary policy, as the Federal Reserve met to consider when to begin winding down its bond buying program. And while it chose to put off the decision, it sent a clear message that is prepared to make such an announcement in November. Chairman...
09/27/2021
If your aging parents need financial support from you, it’s important to set clear boundaries. Learn how you can help while also protecting your own savings.
How to Provide Financial Support to Your Aging Parents Are you part of the one third of Americans who are providing financial assistance to your parents? Here's how to do it without wrecking your own savings—or your financial future.
09/27/2021
For some, relocating in retirement is a long-term goal. But, before you move for better weather or to be closer to the grandkids, you should take the temperature of your budget – and how taxes and the cost of living will have a lasting impact in your golden years.
Taxes in Retirement: How All 50 States Tax Retirees | Kiplinger We rated every state, plus Washington, D.C., on how retirees are taxed. We considered taxes on Social Security and other retirement income, tax exemptions for older residents, and the state's overall income, property and sales taxes.
09/22/2021
Happy First Day of Autumn! What’s your favorite fall treat?
09/21/2021
Unexpected life events can significantly impact your retirement finances. Together, we can set a flexible financial plan that protects you as much as possible from surprises.
09/21/2021
Market anxiety rises ahead of the Fed meeting and a potential default in China. Ameriprise Chief Market Strategist David Joy discusses the situation.
Investor Sentiment Will be Tested this Week | Ameriprise Newsroom 09/20/2021 David Joy Investors are understandably on edge as the trading week gets underway. The Fed meets this week and may have more to say about its tapering plans. The highly leveraged Chinese real estate market is raising concern of a more widespread economic crisis. And in the U.S., the S&P 50...
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