Eric Meyer- Financial Advisor With Ameriprise Financial, LLC

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Why you should prioritize an annual financial review Review your financial situation regularly to help monitor progress and stay on track for your goals.

“We believe markets could act volatile over the near term and possibly see further downside pressure should interest rates creep higher or earnings results and outlooks over the coming weeks disappoint elevated expectations.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Markets see volatility amid interest rates and tariff uncertainties Get more expert insights by reading the latest Weekly Market Perspectives.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Retirement planning: The basics Understand the key steps to get started on planning for retirement.

What lessons would you add to the list?

5 Things to Teach Your Kids About Money and Happiness To be happy and independent, kids need to know a thing or two about money. Here are five suggestions for helpful money lessons that parents should share with their children as they grow up.

With markets performing better than expected in 2023, it’s not uncommon for investors to experience some FOMO. While timing the market is impossible, if you have cash on the sidelines, let’s connect. I can provide personalized recommendations to help you meet your financial goals.

Did I miss it? A look at 3 key investment opportunities Will the performance of bonds, stocks and international equities continue?

Planning can turn future dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help you achieve them.

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

How Young People Can Own Their Financial Future Authentically It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

Understanding your risk tolerance level can help you feel more confident during market ups and downs. If you don't know your risk tolerance, or if you think it has changed, let's talk.