Felix Koos Camacho, CFP, MBA

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.

I am happy to share that I am a recipient of the 2025 Ameriprise Client Experience Award! I could not have received this award without the support of our team members. Thank you for all you do to make our practice run smoothly. https://bit.ly/4loa9or

For the 10th year in a row, Ameriprise Financial Chief Economist Russell Price is recognized as a Top Economic Forecaster by Bloomberg. This ranking places him in the fifth position globally and number one in the U.S. retail broker/dealer industry over the previous two years.1 Reach out to understand how additional insights from Russell and the Ameriprise Investment Research Group can inform.

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT. Reach out to me if you'd like to discuss more.

Are you making a costly mistake on your taxes? For example, many people sell an asset before the 1-year mark, impacting their capital gains rates. I can work with you and your tax professional to help you take advantage of the current tax code.

6 common tax mistakes for investors to avoid Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Retirement planning isn’t only for those close to or in retirement. No matter your age or stage, I can provide advice to help you do more of what you love in retirement.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y