Hello and welcome to our Facebook business page! I have been with Ameriprise Financial for 30 years. My areas of focus are Retirement Planning, Tax Planning, Portfolio Management, College Savings, and Individual Retirement Planning. My team consists of associate financial advisor, Alexandra Doyl and myself. We strive to help you reach your goals and feel comfortable and confident in your finances.
We will use this page to post information about practical financial topics and original content from our office.
If you have questions or are interested in discussing how we can help you, please call our office at (319)-277-2020
Pumpkin spice-flavored treats. Fall activities. The leaves turning. What’s your favorite part of fall?
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Avoiding talking about life’s what ifs doesn’t stop things from happening. It just makes it more likely you won’t be prepared to deal with it when it does. Let’s start
talking.
Medicare open enrollment begins Oct. 15. If you turn 65 this year, here are some things you need to know to avoid incurring penalties.
MONEY.COM
A Comprehensive Guide to Medicare Plans, Costs, Eligibility and Open Enrollment
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
Wishing you a safe, fun and spooky Halloween!
Don’t forget to set your clocks back this weekend. What will you do with your extra hour?
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Being organized can save you time and money. What are you doing to get better organized this month?
Happy New Year! So long, 2020.
What are your financial goals for 2021? Together, we can work towards achieving your priorities for this year and beyond.
Best wishes for a peaceful holiday season.
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
8 Great Financial Gifts for Kids
Spring has sprung! What are you hoping to accomplish this season?
Together, we can work to envision your ideal financial future – and build it.
Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.
GOBANKINGRATES.COM
The Top Money Moves To Make for Each Generation
Wishing you a lovely Valentine’s Day!
Even the most successful professionals benefit from professional financial advice. Let’s talk.
