Valeris Wealth Management

10/09/2026

As we welcome the fall season, we're excited to share our latest newsletter with you. Inside, you'll find updates from our team, recent milestones, highlights from Ameriprise Financial, and a few personal moments that remind us how grateful we are for you. We hope this newsletter gives you a glimpse into the people behind Valeris Wealth Management.

10/02/2026

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.

09/28/2026

https://bit.ly/4hu1hfl

If higher inflation has you concerned about your financial position, let’s connect. We can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

09/27/2026

This!!!

A broken washer shouldn’t get a vote on whether your family buys groceries this week.

But that’s how tight the math is for a lot of households.

The machine quits on a Tuesday. You look up the repair cost, then the price of a replacement. Before you decide, you check what’s due Friday. The dentist bill is still on the counter, and the insurance deductible hasn’t gone away.

Nobody is asking the washer to last forever. They just need it to break at a time when they can afford for it to break.

That’s why “doing well” looks different from the outside than it feels at home. A family can have decent jobs, a house, and two cars in the driveway, yet still need every paycheck to arrive exactly on schedule.

I know saving matters. I also know how hard it is to build a cushion when it keeps getting called into service.

For a lot of people, the dream is simple: pay the bill, keep the groceries in the cart, and let one problem stay one problem.

09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

09/18/2026

Your ability to earn an income is one of your most valuable assets. Employer-sponsored disability coverage may not replace your full earnings if you're unable to work. The good news is that options exist to help protect what you've worked hard to build. Send me a message if you'd like to learn how planning ahead can help.

09/10/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

09/07/2026

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!