I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
As work and home life blurs together, it can be difficult to set boundaries. Here are some ideas on how to make the transition from a novice remote worker and recognize what makes you productive. What tips would you add to the list?
THESTREET.COM
It's Time to Start Working From Home Like a Pro
Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.
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
Working toward your long-term financial goals starts with making the next right move.
#MindfulMonday
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
For couples, major purchases, investments and children are common topics that lead to disagreements about money. Open communication is key to getting on the same page, according to our recent study. When you’re ready to talk financial goals together, i'm here to help.
This past Sunday, our 17-year-old son Ivan made me and our whole family extremely proud. After scouting for 11 years since first grade, he became an eagle scout. Throughout his scouting career, we’ve witnessed his growth in all facets of his life, from leadership to outdoor skills. We are very grateful to all the people who’ve helped in his scouting journey, including his BSA troop leaders, mentors, volunteers, fellow scouts, this eagle project sponsor Destination Imagination Region One Board.
Our 14-year-old daughter is also in a BSA troop. I look forward to seeing her becoming a female eagle scout someday.
How prepared do you feel to cover medical expenses in retirement? Let’s discuss accounting for unexpected healthcare costs in your long-term plan.
FORBES.COM
Reducing The Risk Healthcare Costs Pose To Retirement Income
How can you think more of others? #Violetta'sQuestionOfTheDay
Get in the holiday spirit and grab yourself a gingerbread cookie today for #NationalGingerbreadCookieDay!
In a new Ameriprise videocast, experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations.
AMERIPRISE.COM
Video: Insights for election and COVID-19 conditions
Does the pandemic have you re-considering your retirement timeline? Before you make any decisions, let’s meet and evaluate your options.
FORBES.COM
68 Million Americans Are Changing Their Retirement Plans
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
No time to bake? Check out these online cake delivery services that could help you in a pinch!
DELISH.COM
These Online Cake Delivery Services Help Make Any Day A Special Occasion
As stewards of capital and investment portfolios, the most important question fund managers face today is whether the 40-year trend of disinflation is ending in 2021? If so, the return of inflation may become a strong market narrative both this year and beyond.
FORBES.COM
How To Preserve Your Wealth As Inflation Returns
It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.
Global app spending passed $100 Billion in 2020. What are some of your favorite apps?
STATISTA.COM
Infographic: Global App Spending Passed $100 Billion in 2020
While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.
HUFFPOST.COM
12 Money Mistakes You're Teaching Your Kids
