01/05/2026
If not now, when??
How to Set and Invest Your Emergency Fund Here's how to figure out how big your emergency fund should be and how you should invest it.
Jaime Chavez Financial Planner at Prudential Advisors and LPL E
My Mission: Helping clients feel more confident about their financial future by delivering quality advice with a premium client service experience from a team of professionals.
01/05/2026
If not now, when??
How to Set and Invest Your Emergency Fund Here's how to figure out how big your emergency fund should be and how you should invest it.
12/01/2025
A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.
Happy Thanksgiving! What are you thankful for this year?
11/19/2025
You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give as much as possible by protecting your legacy—and potentially increasing the value of what you leave behind.
11/18/2025
Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.
As we look ahead to 2026, U.S. economic growth could improve modestly, but it hinges on three key dynamics playing out. Ameriprise Financial Chief Economist Russell Price breaks down his economic forecast for 2026.
11/13/2025
Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?
Today, we honor all those who have served our country. We thank you for your service and sacrifice.
11/10/2025
Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.
11/04/2025
Getting ready for a baby? Ameriprise research shows 80% of parents start planning their finances early. But there’s more to think about beyond the basics.
If you’re thinking about growing your family, I'm here to help you feel more financially confident. Let’s talk about how to lay the groundwork for a secure future.
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