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A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

The best financial conversations start with understanding where you stand today. OmniView® can help create a more comple...
10/23/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
10/22/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

Great companies don't happen by accident.Ameriprise Financial was named one of Newsweek's America's Greatest Companies o...
10/08/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

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

+15.4%​Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​​While past pe...
10/07/2026

+15.4%​

Historically, the S&P 500 has gained an average of 15.4% in the year following a midterm election.​

​While past performance doesn't guarantee future results, this serves as an important reminder that market uncertainty and long-term investment opportunities often coexist.​

Let's talk about how your portfolio is positioned for both.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/06/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/04/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

10/03/2026

Doing the right thing for clients is always the right choice.

One Retirement Decision Can Affect Several OthersMany people don't realize that:- Your retirement income affects taxes.-...
10/02/2026

One Retirement Decision Can Affect Several Others

Many people don't realize that:

- Your retirement income affects taxes.
- Taxes can affect Medicare costs.
- Medicare premiums may increase because of IRMAA.
- Social Security decisions influence income planning.

These decisions are connected.

Join Sarrah Samraoui, CFP®, CDFA® Financial Advisor with Ameriprise Financial, and Joy Cheney, NSSA®, IRMAA Certified Planner at Almost 65 Benefits Advisors on October 8 at 6:00 p.m. ET to learn how they work together and how greater coordination may help you avoid costly surprises.

Preparing for Taxes in Retirement, presented by Sarrah Samraoui
Question and Answer to follow with Medicare & Social Security Advisor, Joy Cheney

Register Here:
https://bit.ly/4xWfCre

This is an informational seminar. There is no cost or obligation.
Joy Cheney, NSSA® | IRMAA Certified Planner™, Almost 65 Benefits Advisors is not affiliated with Ameriprise Financial.
FutureFWD Advisors, a private wealth advisory practice of Ameriprise Financial Services, LLC
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution and involve investment risks including possible loss of principal and fluctuation in value.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Address

122 E. 42nd Street Suite 2215
New York, NY
10168

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