I am open for business and accepting new clients! If you, or someone you care about is interested in a complimentary personal money management consultation focused on a relationship-based approach, please click on my website link below and then click "Request contact" to send me an email. I will coordinate our calendars at a time that best fits your schedule. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
AMERIPRISEADVISORS.COM
Ameriprise Advisor
Creating solid money habits early can make it second nature for kids when they are older. What lessons would you add to the list?
CNBC.COM
5 crucial financial lessons for kids of all ages
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals. Call our office at 507-532-2219 to schedule a complimentary discussion and inquire about our relationship services.
A year from now, you’ll be glad you remained focused on your long-term goals today. We're here to help you stay on track.
YOUTUBE.COM
Tomorrow’s success starts with today’s planning
Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.
Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.
CNBC.COM
Social Security cost-of-living adjustment will be 1.3% in 2021
Organizing all your financial accounts and documents will make it easier to manage your finances, when needed, for you, and your loved ones.
AMERIPRISE.COM
Retirement checklist: Tips to help you organize and manage your finances
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
A new president brings plans for additional stimulus and an increase in administered vaccines. Ameriprise Chief Market Strategist David Joy weighs in on investor response.
NEWSROOM.AMERIPRISE.COM
New President; Same Market | Ameriprise Newsroom
COVID-19 has forced us to adapt in all aspects of life, including our financial lives. Before you make any money moves, let’s connect and review your situation.
TIME.COM
5 Old Money Rules That Just Aren’t True Anymore
So long, 2020 ... Happy New Year! We hope 2021 is filled by making new, lasting memories with family and friends.
Wishing you a very Merry Christmas!
A unique year requires unique ways to give back. After all, this is the season of giving.
What other ideas would you add to the list?
USATODAY.COM
Have you thought about donating miles or reward points? Here are 5 ways to help those in need this holiday season.
