Ellie Baker, CFP

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

Paying for your children’s college doesn’t have to delay your retirement.

I'm here to help you find the right balance for both, so you can stay on track without losing sight of what matters most – your family’s future.

Big Tech stocks have had an impressive run over the past couple of years, but valuations are becoming stretched. If you’d like to discuss investment opportunities that can provide diversification benefits and help mitigate the risks, let’s connect.

Beyond Big Tech: 3 investment opportunities worth exploring Find out what you may be missing.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?