Myers Wealth Management Group

Debt, caregiving, and other financial stresses heavily impact Gen Xers, according to recent studies. Together, we can work towards a more confident financial future no matter what generation you fall in.

A new year brings new opportunities. While you check progress toward your current goals consider setting new ones, too.

What are your wellness goals for the new year?

January is National Financial Wellness Month. When was the last time you checked your progress on your goals?

Helping you keep an eye on the future is what we do best.

Pay down debt or save? I can help you make choices that reflect your goals, financial situation and risk tolerance.

If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.

If you’ve changed jobs recently, I can help you decide how to manage retirement savings from your previous employer.

Incredibly proud of Zach! Looking forward to seeing Zach help clients achieve the retirement of their dreams.

Why worry about tomorrow when you can plan for it? Personal financial advice can help.

Donating to a favorite charity this holiday season? Even if you take the standard deduction on your taxes, for just this year you can deduct up to an additional $300 in donations.

Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.

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!

Tax-loss harvesting may help lower your tax bill, but is it the right strategy for you and your goals? I can consult with your tax professional and evaluate your situation.

How comfortable are you with risk? I can help you more accurately gauge your true risk tolerance with a new interactive tool developed by Ameriprise.

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.

Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.

Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.

The outcome of the 2020 U.S. election could have long-term effects on taxes, markets and the economy. Ameriprise experts share some possible implications for investors.

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

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.