Kathy E Schneider, CFP, CDFA

I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. This recognition reflects my commitment to serving clients like you. Thank you for your trust and loyalty!

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As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

What tariffs could mean for the economy, markets and investors Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

I am are excited to share that I been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors.

Despite becoming increasingly selective, household spending has been durable. This could be due to a theory called the Lipstick Effect. Here’s what you need to know.

The Lipstick Effect Why consumer spending is resilient amid high prices.

Scammers have become more sophisticated. What are you doing to protect yourself and your family? Reach out if you'd like to see how you can guard against today’s scammers.

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

Year-end checklist: 8 actions to take before 2024 is over Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

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

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y