George Khalsa CLU, CHFC, APMA, CRPC - Financial Advisor

George Khalsa CLU, CHFC, APMA, CRPC - Financial Advisor

Financial Advisor with Ameriprise Financial Services, LLC Putting clients first; it’s what we do I’m proud to be associated with Ameriprise Financial Services, Inc.

I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future. Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Operating as usual

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Capital markets outlook

What are your expectations for the markets in 2021?

ameripriseadvisors.com What can we expect from markets in 2021?

cnbc.com

The Covid relief bill will keep these tax breaks around even longer

With the latest COVID-19 relief bill, Congress extended numerous tax breaks for individual taxpayers. I can consult with you and your tax professional to evaluate your situation.

cnbc.com Congress gave taxpayers a little more certainty when they wrapped up the Covid relief bill. A basket of expiring tax provisions will remain in effect.

newsroom.ameriprise.com

2021 Economic Growth Depends on the Pace of Vaccine Distribution | Ameriprise Newsroom

How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.

newsroom.ameriprise.com 01/04/2021 David Joy The pace of economic growth in 2021 will largely be determined by the pace of distribution of Covid-19 vaccine. In the U.S., the total number of infections during the pandemic now exceeds 20 million, with 350 thousand deaths. Worldwide those totals are 85 million cases and 1.9 m...

kiplinger.com

Money Can’t Buy Happiness: 4 Secrets to a Happy Retirement | Kiplinger

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 You know the saying: Money can’t buy happiness. While that may be true, there is one thing you can do financially to impact your happiness in retirement, and that’s proper planning.

What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.

money.usnews.com

8 Great Financial Gifts for Kids

Give a gift that can make a difference long into the life of a child – a head start on growing their finances.

money.usnews.com These gifts can help your kids, grandkids or friends get a head start on their financial futures.

newsroom.ameriprise.com

Investors Await News on Three Negotiations | Ameriprise Newsroom

Negotiations over additional economic stimulus and government funding in the U.S. continue without resolution. Ameriprise Chief Market Strategist David Joy weighs in on investor’s response.

newsroom.ameriprise.com 12/14/2020 David Joy Stocks stumbled last week as negotiations over both additional economic stimulus and government funding in the U.S., and a Brexit trade deal in Europe, continued without resolution. Both the S&P 500® index and the Stoxx600 indices fell 1.0 percent. The MSCI All-Country World in...

kiplinger.com

How to Not Financially Paralyze Your Children | Kiplinger

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 If you’ve spoiled your kids – or are worried you might spoil them – here are some steps to take to help ensure they become financially independent.

usatoday.com

More than 40% of Social Security beneficiaries worry they'll outlive their savings. How to avoid that fate

Running out of money in retirement is a scary prospect – but can be avoided. Here are a few things you can do to help your savings last as long as possible.

usatoday.com Running out of money in retirement is a huge concern. In fact, 43% of Social Security recipients have this fear, reports SimplyWise.

ameriprise.com

What's your giving path?

Giving back can be rewarding. I can help you create a charitable giving plan that reflects your values and takes tax considerations into account.

ameriprise.com Like many other things in life, your giving path is likely to be more effective if you plan well for it. Learn some considerations and financial tips to help you get started.

Financial stress can disrupt employee productivity. If you own or manage a local business, contact me to learn how you can help curb the effects of financial stress on your employees by offering a #financialwellness program.

newsroom.ameriprise.com

When Bad News Becomes Good News | Ameriprise Newsroom

Despite a poor November jobs report, markets ended on a high note last week with anticipation of an upcoming stimulus package.

newsroom.ameriprise.com 12/08/2020 David Joy In an example of when bad news is good news, the weaker than expected November jobs report on Friday sent stocks higher in the belief that labor market weakness would make it more likely that Congress would pass another round of stimulus. Instead of the creating the expected 460...

ameripriseadvisors.com

Year-end tax strategies that could save you money

It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.

ameripriseadvisors.com Here are four strategies that could help reduce your 2020 tax bill.

time.com

Holiday Shopping Means Fraud Is on the Rise. Here’s How to Stay Protected

Increases in online shopping usually lead to increases in online fraud attempts. Learn how to protect yourself from scammers this holiday season.

time.com A holiday shopping spike could put you at increased fraud risk. We asked experts how you can protect your information from scammers this year.

Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.

newsroom.ameriprise.com

Investors Look to the Future with Optimism | Ameriprise Newsroom

The Dow Jones Industrial Average closed above 30,000 for the first-time last week. Ameriprise Chief Market Strategist David Joy weighs in on investor’s

newsroom.ameriprise.com 12/01/2020 David Joy With much fanfare the Dow Jones Industrial Average closed above 30,000 for the first-time last week. The S&P 500® index and the MSCI All-Country World Index set records as well. In fact, it was difficult to find any category of stocks that did not rise. Large, mid and small cap...

newsroom.ameriprise.com

Markets Facing Three Significant Headwinds | Ameriprise Newsroom

Markets are being buffeted by opposing forces, which are likely to be resolved in the relative near-term, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com COVID-19 infections, the Trump administration’s legal battles and the lack of additional fiscal stimulus continued to present headwinds for markets.

Local non-profits and businesses depend on community support. Ask me how we can work together to support them. #strongertogether

forbes.com

Best Ways For Grandparents To Teach Grandkids About Money

Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?

forbes.com Timely tips from the 'Friends Talk Money' podcast hosts

As an employer, you’re in unique position to support employees’ physical wellbeing through the benefits you offer, but is financial wellness missing? Contact me to learn how financial wellness completes your package. #financialwellnessbenefits

newsroom.ameriprise.com

Markets Overcome Two Significant Hurdles | Ameriprise Newsroom

Investors are looking past the presidential election and toward a future with a safe and effective COVID-19 vaccine, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com 11/16/2020 David Joy The S&P 500® index climbed to a record high last week on rising optimism that a vaccine to fight the coronavirus might soon be available. The index gained 2.2 percent, to close at 3585, eclipsing the previous record of 3580 on September 2. It was the second straight week of hig...

Keep an eye on the future with financial advice, focused on you.

ameripriseadvisors.com

2020 U.S. election impacts

As capital markets react to the election and pandemic, I believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. Watch on my homepage.

ameripriseadvisors.com Ameriprise experts share their insights about the possible implications of the 2020 U.S. election for taxes, markets and the economy.

realsimple.com

5 Ways to Get Your Pandemic Holiday Spending Under Control

This holiday season – like much of this year – is more complex, even financially. How will your holiday shopping be different this year?

realsimple.com It’s been a weird year, but don’t celebrate its end by blowing your cash on fabulous gifts and elaborate Zoom parties. See expert tips for making the most of the 2020 holiday season during the coronavirus pandemic while protecting your finances and sticking to your budget.

kiplinger.com

Boost Your Retirement Income in 3 Steps | Kiplinger

Reduce your expenses, focus on your total portfolio, and other tips for boosting retirement income in the era of low interest rates.

kiplinger.com Low interest rates are a big challenge for retirees today. To help cope, try these three strategies.

cnbc.com

What to tell your adult kids when planning your estate

Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.

cnbc.com Estate planning is a delicate subject, regardless of whether you decide to share just the basics or more detailed information about your plan.

ameriprise.com

Video: Insights for election and COVID-19 conditions

In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.

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

newsroom.ameriprise.com

Investors Focus on Two Runoff Elections in Georgia | Ameriprise Newsroom

With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.

newsroom.ameriprise.com 11/09/2020 David Joy On Saturday, the Associated Press called the race for president in Pennsylvania in favor of former Vice President Biden, giving him more than enough electoral college votes to become the next President of the United States. Biden now has 290 electoral college votes, above the 27...

Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.

newsroom.ameriprise.com

The Country and Investors Await Election Results | Ameriprise Newsroom

Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.

newsroom.ameriprise.com 11/04/2020 David Joy At dawn on Wednesday, the votes are still being counted to determine who will be the next President of the United States. The so-called blue wall battleground states of Pennsylvania, Michigan, and Wisconsin, and their combined 46 electoral college votes, will hold the key, as an...

Understanding tax planning options can be overwhelming—make sure you have guidance. Let’s talk about the new Secure Act legislation and how it may impact your investment portfolios.

Markets can be volatile and uncertain. Take steps now so that your portfolio is built for what’s next. Let’s connect to evaluate your current holdings and build a strategy to help navigate market ups and downs.

time.com

Your Money Is on the Ballot, Too. Here's What to Look for After Casting Your Vote for President

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 After voting for president, there are crucial decisions at the bottom of your ballot that could have big impacts for your finances and community.

newsroom.ameriprise.com

Election Week is Here: How Markets Might React | Ameriprise Newsroom

The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com 11/02/2020 David Joy Election week is finally here, and hopefully we will know the outcome shortly after the polls close on Tuesday. That may not be the case, however. With over 90 million votes having already been cast early, their orderly counting may not be accomplished expeditiously. The possibi...

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

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