Beyond Wealth Advisors

10/18/2026

Happy Birthday Shannon! 🎉 We wish you the best on your special day!

10/17/2026

Please join us in wishing Kevin and Mindy a very Happy Wedding Anniversary! ❤️🎉

10/15/2026

Medicare Open Enrollment begins today, October 15th! When was the last time you reviewed your Medicare coverage?

Medicare Open Enrollment starts October 15, giving current Medicare participants an opportunity to review and make changes to their health and prescription drug coverage for the year ahead.

Even if you're happy with your current plan, benefits, costs, and provider networks can change each year. Taking a few minutes to review your options could help ensure you're getting the coverage that's right for your needs.

Your health is one of your most important assets. Make sure your Medicare plan continues to support your goals and lifestyle.

Find out how Medicare works, what it costs and when you should enroll.

10/14/2026

Please join us in welcoming Gavin Ross as our new Client Service Specialist! We are so excited to have him part of our team! 👏🎉

10/13/2026

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday – Nov 19th, 2026. The event is complimentary. Below are details about the event.

Thursday, November 19th: 5pm – 6pm Eastern
Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial for approximately 18 years.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

In fact, through the end of the second quarter (Q2-2026), Bloomberg ranks him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists and he was the top-ranked forecaster in the U.S. brokerage industry.

Navigating AI and cybersecurity-Protecting your savings in the age of AI: featuring Stacy R. Andrews, CIMA®, CEPA® Senior Director | Wealth Advisory Solutions-Principal Asset Management, LLC. Cybercrime is no longer a niche technology issue. It's now a global economic force measured in trillions of dollars. Financial accounts remain one of the most attractive targets because criminals follow assets, personal information, and opportunities to move money. Trust is ultimately your most valuable asset, and cybersecurity plays a direct role in protecting that trust. Listen in to hear the latest tips on how we can STOP cybercrime.

Registration Link Ameriprise Virtual Client Event: https://bit.ly/4s58w2o

Learn more at: https://bit.ly/4dDoFpS

10/11/2026

Happy Birthday Sydney! 🎉 We wish you the best on your special day!

10/09/2026

Please join us in welcoming Simran Vishwkarma as our new Client Service Specialist! We are so excited to have her part of our team! 👏🎉

10/07/2026

Stay informed about your retirement income plan. Required Minimum Distributions (RMDs) are mandatory withdrawals from certain retirement accounts once you reach a specific age, and missing a distribution could result in IRS penalties. Understanding the rules, deadlines, and tax implications can help you make more confident decisions and protect the savings you've worked hard to build.

Understand the nuances and rules of RMD planning.

10/05/2026

Q4 Check-In: How Are You Tracking Toward Your Financial Goals?

As we enter the fourth quarter of 2026, now is the perfect time to pause and evaluate your progress toward the financial goals you set at the beginning of the year.

Have you stayed on track with your savings goals? Are you maximizing contributions to retirement accounts? Have there been any major life changes that may require adjustments to your financial plan?

This time of year is also important for reviewing benefit elections and planning opportunities. For many employees, open enrollment season is right around the corner, making it a great time to evaluate health insurance options, flexible spending accounts, health savings accounts, and other employer-sponsored benefits.

For those approaching or in retirement, it's also time to begin preparing for Medicare enrollment decisions and reviewing your coverage to ensure it still aligns with your healthcare needs.

And don't forget: if you're required to take a Required Minimum Distribution (RMD) from your retirement accounts in 2026, now is a good time to make a plan before year-end deadlines approach.

A little preparation today can help reduce stress and avoid last-minute decisions later this year.

If you'd like to review your progress, discuss upcoming enrollment decisions, or make sure you're on track before year-end, we're here to help. Request an initial complimentary consultation at https://bit.ly/3UaV1BE

Do you feel confident you're on track to reach your financial goals? Let’s discuss your financial future.

10/01/2026

Today is Phil's 36th Work Anniversary with Ameriprise, his 1st Work Anniversary with Beyond Wealth Advisors, and Amy's 1st Work Anniversary with Beyond Wealth Advisors 🎉 Please join us in celebrating and showing our gratitude for everything they do!