Kathryn R. Castro, CFP, CDFA

Take a look!

Important dates and deadlines rolling out.

Student loan borrowers have three key dates to watch in September. While not all borrowers are impacted by any one of them, the repercussions of each of them will be important for borrowers to know.
https://www.forbes.com/sites/robertfarrington/2026/09/03/3-student-loan-deadlines-hit-this-month-what-borrowers-need-to-watch/?utm_source=ForbesMainFacebook&utm_medium=social&utm_campaign=ForbesMainFB
📸: Jim Watson/AFP via Getty Images

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!

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

image.advisoremail.ameriprise.com

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.