Jason J. Nardella with Ameriprise Financial Services, LLC.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

As tax season begins, it's important to watch out for one type of fraud, in particular: tax identity theft. Here are steps you can take to help protect yourself.

7 tips to help prevent tax identity theft Help safeguard your tax return with this checklist.

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and if it’s right for you.

Is long-term care insurance right for you? Find out how long-term care insurance works and if it’s the right solution for you.

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

Where do you go to find market information you can trust? Get the latest insights on market and economic conditions delivered straight to your inbox. Sign up for my monthly Markets & Economy email newsletter.

Jason Nardella, Private Wealth Advisor in Naples, FL Jason Nardella is an Ameriprise Private Wealth Advisor serving the Naples, FL area. Get the personal financial advice you need to achieve your goals.