Tyler Helton- Ameriprise Financial Advisor

09/30/2026

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

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

09/11/2026

Today marks the 25th anniversary of September 11. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

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!

08/25/2026

Dolly Parton touched millions of lives through her talent, kindness, and dedication to giving back. Her care for her community and love for people was made obvious by her many acts of generosity. She will be deeply missed and long remembered. My thoughts and prayers are with her family during this difficult time.

08/24/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/21/2026

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.

08/14/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

08/07/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

07/31/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

07/29/2026

New baby since January 1, 2025?👶💰

As part of the 250th birthday of the United States of America, the Trump account was launched and is now live.

Children under age 18 with a valid Social Security number may be eligible for a Trump Account, a new tax-deferred investment account owned by the child and managed by an authorized adult during childhood.

Children who are U.S. citizens and were born from January 1, 2025, through December 31, 2028, may receive a one-time $1,000 federal contribution after an authorized person makes the required election. Children born outside that period can still qualify for an account, but not the $1,000 pilot contribution.

Here are the basics:

✅ Up to $5,000 in combined contributions per child for 2026

✅ Personal contributions are generally made with after-tax dollars and are not federally deductible

✅ Earnings grow federally tax-deferred

🔒 Funds are generally locked until January 1 of the year the child turns 18

📋 After that, traditional IRA rules generally apply

💵 Taxable distributions are generally treated as ordinary income

⚠️ Distributions before age 59½ may face a 10% additional federal tax, unless an exception applies

State tax treatment may vary. Visit www.TrumpAccounts.gov for official information.

The $1,000 gift from the government provides a good reason to take advantage of the Trump Accounts for children born from January 1, 2025- December 31, 2028.

Below is a great article that summarizes other options available so you can decide what is best for your family:

https://bit.ly/4pOaRxJ

Educational purposes only. Not individualized tax, legal, or investment advice. Investing involves risk.

Ameriprise Financial Services, LLC. Member FINRA and SIPC.
This information is for general informational purposes only and is not intended as advice specific to your individual situation.
Please consult your financial advisor regarding your personal financial needs.

Explore the different investment accounts that can help you support your child’s financial future.