06/02/2026
Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.
05/31/2026
Tax season reminder 📋​
Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.
05/28/2026
Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.
Has market uncertainty officially passed?
3 factors driving U.S. stocks higher.
05/26/2026
Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.
05/25/2026
This Memorial Day, we take a moment to think about the men and women of the military who gave their lives—and the families who have to carry that loss forward every day.
There’s a lot of talk about sacrifice today, but the reality is it doesn’t end with the individual. The families live it long after.
Always a good reminder to make sure our loved ones are taken care of, no matter what.
05/24/2026
Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​
An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​
An HSA can support both today’s healthcare costs— and tomorrow’s planning.
05/22/2026
If you’d like to discuss different ways you can save for your child’s future, let’s connect.
Trump Accounts: A guide for parents
Learn how Trump Accounts work and compare options that can help you save for your child’s future.