Anthony Gerardot, CFP, APMA, CKA

Keep your word, especially to yourself. Integrity goes both ways.

Dreaming of a new doorstep? We can help you prepare to make a move.

Medicare looks back two years when determining certain premiums.

So a Roth conversion, sale of appreciated investments, or large retirement withdrawal may improve the long-term plan while also increasing Medicare costs for a period of time.

That does not make the move wrong. It makes timing and coordination more important.

Before making a major income decision, it may be worth reviewing the Medicare impact too.

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Proud to be part of a firm recognized among the best.

Ameriprise Financial was named one of TIME’s America’s Best Companies of 2026 — a recognition that reflects the dedication of our people, our commitment to clients and the values that guide how we do business every day.

We're proud to build our practice with a firm that prioritizes integrity, supports advisors, and is dedicated to helping clients achieve their financial goals.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.