Bodemeijer & Associates

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.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Understanding your Social Security benefits Find out what Social Security benefits you may qualify for and how the federal program works.

Today, we're celebrating the incredible nonprofit organizations that strengthen our communities, support important causes, and create lasting change.

Many of our clients are passionate about giving back and support a wide variety of charitable organizations through donations, volunteer work, and philanthropic planning.

If making an impact is important to you, we'd love to help. Schedule a conversation with our team to explore strategies for supporting the causes you care about, while incorporating your charitable goals into your overall financial plan.

Together, we can help you create a meaningful legacy of giving.

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Bodemeijer & Associates - Thousand Oaks, CA: Ameriprise Bodemeijer & Associates is an Ameriprise private wealth advisory practice in Thousand Oaks CA. Get the personal financial advice you need.

I’m honored to be invited to attend the Circle of Success National Conference in Denver this week. Ameriprise Financial sponsors this event to recognize the firm’s top advisors. I’ll spend my time networking with other advisors and experts in the field to share ideas on how to help clients like you reach their financial goals.

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

10 mistakes to avoid when saving for retirement Uncover strategies to avoid retirement planning pitfalls and help secure your future.

Happy National Intern Day!

This year, Bodemeijer & Associates proudly launched our internship program and welcomed our first two interns to the team.

Providing opportunities for students and young professionals to develop real-world skills, gain industry experience, and grow their confidence is an investment in the future. We've enjoyed seeing our interns bring fresh perspectives, curiosity, and enthusiasm to our practice.

We're also grateful for our partnership with California Lutheran University, which has helped connect us with talented students eager to learn and grow.

We're excited to continue building this program and expect to welcome additional interns at the beginning of 2027. If you're interested in learning more about future internship opportunities or connecting with our team, visit our website to get in touch.

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Bodemeijer & Associates - Thousand Oaks, CA: Ameriprise Bodemeijer & Associates is an Ameriprise private wealth advisory practice in Thousand Oaks CA. Get the personal financial advice you need.

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

Self-care goes beyond rest days and routines—it’s also about creating stability and confidence in your life.

Financial self-care means understanding where you stand and having a plan that supports where you want to go. If you’ve been putting that off, we’re here when you’re ready.

This Fourth of July, we’re celebrating more than history—we’re celebrating the ability to create your own path forward.

Whether that means retirement planning, protecting your family, or simply getting organized, we’re here to help guide you along the way.