Kristin Lee Sanders

Taxes can have a bigger impact on long term returns than you may realize. With direct indexing, you can take a more hands on approach. That means tax management alongside long term growth goals. It’s not about chasing the market – it’s about being intentional with how you invest. Reach out to me to learn more!

Millionaires aren’t all born with silver spoons. A lot of them just follow smart habits — and you can too. Let’s create a strategy that aligns with your financial vision.

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

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

Setting up this week’s “All In Wednesday” Get more expert insights by reading the latest Weekly Market Perspectives.

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

Why consider a Roth IRA conversion now? For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

What to do when facing the loss of health coverage Find out how to address your health care needs in the event of a coverage gap.

Long-term care is something many people don’t think about until they need it, but planning ahead can make a big difference. Learn more about long-term care insurance and if it’s right for you.

Is long-term care insurance right for you? Find out how long-term care insurance works and if it’s the right solution for you.

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Planning for the cost of health care in retirement Know your options when it comes to managing this major expense in your retirement years.