Heather Mitchell-Registered Representative

My mission is to build relationships.

Mutual of Omaha Insurance Company When it comes to building and protecting your financial future, it’s wise to inquire about the strength of the companies in which you have placed your trust. Rest assured that we are strong, stable, secure and more than able to keep our commitments to you, our customers. Thanks to our focused business strategy, disciplined investment practices, strong commitment to our customers and talented, engaged workforce, we have built notable financial strength. Now in our second century in business, we are committed to providing insurance and financial products that are designed to be a straightforward and affordable way to help customers through the transitions we all face. In good times and bad, you can have confidence in Mutual of Omaha Insurance Company.

shrm.org

SECURE Act Alters 401(k) Compliance Landscape

Thinking about starting a 401(k) for your small business? The new SECURE Act can mean tax credits for new plans.

shrm.org The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which President Trump will shortly sign into law, makes far-reaching changes to retirement plan design, administration and compliance requirements.

broadridgeadvisor.com

Do I need to purchase flood insurance even if I don't live in a high-risk area for floods?

According to the National Flood Insurance Program, approximately 20% of all flood insurance claims come from areas outside high-risk flood zones. You might need flood insurance, no matter where you live.

broadridgeadvisor.com You might need flood insurance, no matter where you live.

marketwatch.com

The Secure Act changes the way people will inherit money — are you hit by the new rules?

IRA beneficiary rules have changed – let’s get together to review and make sure your assets are going where you want them to go.

marketwatch.com The new legislation eliminated the ‘stretch IRA’ provision, but you may not be impacted

broadridgeadvisor.com

Spring Cleaning Your Way to Better Finances

When it comes to your personal finances, reducing debt should be a priority. Here are some questions to ask yourself regarding your budget, debt, and taxes. Contact a tax advisor for further tax advice.

broadridgeadvisor.com Your personal finances can benefit from a good spring cleaning, too.

cnbc.com

Those annoying required withdrawals from your IRAs just got changed

Wondering when you are required to begin taking distributions from your retirement assets? The rules have changed!

cnbc.com The recently passed Secure Act, as well as updated life expectancy tables proposed by the IRS, would change how you calculate those pesky RMDs.

#StopTheSpread

Disability Insurance Critical Fact: #DisabilityInsuranceAwarenessMonth

Only 40 percent of US households have at least $6,275 in liquid savings. That is what it would take a family of four to replace income at the poverty level for three months. 1

https://bit.ly/2xulP5K

outsideonline.com

Why Does Stress Give Me Headaches?

Outside’s resident Dr. shares insights on stress headaches, poor posture, and more.

outsideonline.com Outside's go-to physician, Dr. Brian Cole, weighs in on anxiety, headaches, and poor posture, in his Ask a Doctor column

broadridgeadvisor.com

Coronavirus Concerns? Consider Past Health Crises

Putting current market volatility into historical perspective helps you stay the course during turbulent times.

broadridgeadvisor.com Putting current market volatility into historical perspective helps you stay the course during turbulent times.

broadridgeadvisor.com

The ABCs of Finance: Teaching Kids About Money

Financial literacy for kids is such an important lesson for them to learn! Teaching your children simple habits when they are young can have a lasting impact and help them be prepared for their future.

broadridgeadvisor.com It's never too soon to start teaching children about money.

kiplinger.com

How to Invest in This Bear Market

A bear market is a decline of 20% or more in stocks. Here are a few ways to invest in this bear market territory. All investing involves risk. Contact a financial professional for further information.

kiplinger.com No two market downturns are exactly alike, and this one has some truly unique difficulties. But here's how to invest in this bear market and come out with your sanity intact.

fool.com

The Stock Market Is Down. Should You Cut Back on Spending?

Coronavirus: What you need to know to get through this volatile financial time.

fool.com You should not be using your stock investments to pay your living expenses. Find out why scaling back on spending is still a smart move.

nerdwallet.com

Retired or Nearly There? How to Weather a Market Downturn - NerdWallet

A bad stock market is unsettling for any investor but there are ways to help lessen the risk. Here's how to get through a downturn.

nerdwallet.com If you're retired, or nearing retirement, market volatility can rattle your nerves and scramble your plans. Here's how to get through a downturn.

Is Social Security Coverage Enough? #DisabilityInsuranceAwarenessMonth

At least 51 million working adults in the United States are without disability insurance other than the basic coverage available through Social Security1, which only pays $14,364 annually.2

https://bit.ly/2xulP5K

businessinsider.com

The 2 things I'm doing with my money right now to protect myself and build wealth for the future

A good insight on what others are doing to protect and build wealth for the future.

businessinsider.com Leaving your retirement savings alone and holding onto extra cash are good ways to protect yourself during unstable economic times.

Gran cita sobre el valor. #NelsonMandela

businessinsider.com

4 things that get easier when the stock market falls

If you are concerned that the stock market has dropped there could be potential advantages.

businessinsider.com When stock market is down, it's easier to buy more shares of stocks, to borrow money, and to focus on other parts of your financial plan.

cnbc.com

You now have until July 15 to save in your IRA and health savings accounts

Wishing you had more time to make 2019 contributions to your IRA? Your wish has been granted! The IRS has extended the IRA contribution deadline to July 15, 2020.

cnbc.com Savers, rejoice! The IRS will give you until July 15 to fund your IRA and health savings accounts, and have the contributions count for 2019. Here's what you should know.

broadridgeadvisor.com

Is It Time to Review Your IRA Estate Planning Strategies?

With the pass of the Secure Act, it might be time for IRA owners to revisit their estate planning strategies on how the new rules may affect inheritances and taxes.

broadridgeadvisor.com The Setting Every Community Up for Retirement Enhancement Act, which was passed as part of a bigger spending package at the end of 2019, included a provision that may warrant special attention from high-value IRA owners.

There are a few planning strategies business owners may want to consider during crisis times. If you have any questions, or just want to talk through your business strategy, I am available both virtually and over the phone.

businessinsider.com

Read the letter a wealth manager sent to clients as the market tanked: 'This too shall bottom'

Past performance is no guarantee of future performance but history has shown that markets will eventually rebound.

businessinsider.com As difficult as it is, we must seemingly do nothing at this point, while in reality we are doing exactly what we should be doing.

forbes.com

The IRS Says You Have Until July 15 To Make 2019 IRA Or HSA Contributions

Did you know you have until July 15, 2020, to make your 2019 IRA contributions? The IRS has extended the IRA contribution deadline!

forbes.com The Internal Revenue Service today has clarified that the deadline for making Individual Retirement Account and Health Savings Account contributions for this tax season has been extended to July 15, 2020.

broadridgeadvisor.com

How can I avoid becoming a victim of a social engineering scam?

Help protect yourself from falling for a social engineering scam by following these tips.

broadridgeadvisor.com Protect yourself from falling for a social engineering scam by following these tips.

Happy Mother's Day to all the wonderful moms out there! #HappyMothersDay

thesimpledollar.com

Optimizing Meal Planning and Grocery Shopping - The Simple Dollar

Save some money and eat healthier meals by shopping discount grocers and optimizing your meal prep routines.

thesimpledollar.com Learn how to optimize your weekly meal planning and grocery trips to save money and time throughout the week. It's easy with this advice.

Disability Can Happen to Anyone #DisabilityInsuranceAwarenessMonth

More than one in four of today’s 20-year-olds can expect to be out of work for at least a year because of a disabling condition before they reach the normal retirement age. 1

https://bit.ly/2xulP5K

mindbodygreen.com

What mindbodygreen Staffers Are Doing To Stay Healthy Right Now

Looking for inspiration on how to maintain structure and minimize stress?

mindbodygreen.com How we're keeping our minds and bodies healthy amid COVID-19.

npr.org

Adam Alter: How Do We Take Back Control Of Our Attention?

In a world wired with distractions both digital and otherwise, it can be hard to reign in our attention. Professor Adam Alter shares some timely advice on how we can.

npr.org Within the last decade, we've opted to replace time spent on hobbies, exercise, and conversation with screen time. Social psychologist Adam Alter describes ways we can reclaim our attention.

businessinsider.com

I changed my travel plans because of COVID-19, but there are 3 reasons I'm not changing a single thing about my investment strategy

Talk to a financial professional about your investment strategy before making a sudden decision.

businessinsider.com "Does it hurt to see my portfolio down? Sure. But will that temporary hurt matter years from now when I'm ready to withdraw money? I don't think so."

usatoday.com

100 things to do while stuck inside due to a pandemic

Need some fresh ways to spend your time? Here are 100 new ideas on how to be productive and creative from home.

usatoday.com Experts recommend that even healthy people should stay inside as the coronavirus outbreak spreads. Here are 100 things to do during the quarantine.

cnbc.com

IRS extends tax filing deadline to July 15 as coronavirus spreads, Mnuchin says

The Tax filing deadline for 2020 has moved from April 15th to July 15th. All taxpayers and businesses will have an additional 3 month to file their taxes and make payments without interest or penalties. Contact a tax advisor for further information.

cnbc.com President Donald Trump ordered the IRS federal income tax filing extension to help deal with the coronavirus pandemic's economic fallout, Treasury Secretary Steven Mnuchin said.

businessinsider.com

The single smartest thing to do with your investments when the stock market slumps

No matter what's happening in the markets, take a look at what experts recommend you can do with your investments right now.

businessinsider.com A market slump is the ideal time to take your hands (and your mind) off your investments, and let them alone to rebound naturally.

entrepreneur.com

Working Remote? These Are the Biggest Dos and Don'ts of Video Conferencing

Las juntas virtuales se están convirtiendo en el estándar para las personas que están trabajando en casa durante la cuarentena. Vean estos consejos para ayudar a mantenerte conectado y profesional.

entrepreneur.com As more and more businesses go remote, these are ways to be more effective and efficient on conference calls.

A good teacher can inspire hope, ignite the imagination and instill a love of learning - Brad Henry #TeacherAppreciationDay

businessinsider.com

I was panicking about the stock market drop, but a guided meditation helped me calm down and close my investment app

It's understandable to feel anxious and worried during times when markets are highly volatile or losing value, but it's important to remain calm and tune down the panic. Here are a few suggestions how.

businessinsider.com A guided meditation from financial expert JL Collins helped her step away from her investment account and ignore the market until conditions improve.

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4201 Dominion Blvd, Ste 215
Glen Allen, VA
23060

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Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: VA, NC, and DC. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 5. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.
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