Andrea Smith, APMA, CDFA

From daycare to diapers, raising a child is increasingly expensive. If you’re beginning to plan for a family, don't miss our seven tips for being financially fit for when the baby arrives.

How to financially prepare for a baby 8 financial planning tips for expecting parents.

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

Understanding Social Security benefits Find out what Social Security benefits you may qualify for and when you should start collecting.

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.

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

New research from Ameriprise Financial takes a closer look at how Americans managing life — and finances — on their own build confidence, plan ahead and make long-term decisions.

Read the highlights from Flying Solo: Navigating Financial Autonomy — and if you’re navigating on your own, I'm here to help you turn today’s choices into a plan you can feel good about.

🔗 Learn more: Ameriprise.com/FlyingSolo

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

This Memorial Day, we remember those who gave their lives in service to our country.

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP