Robert Linn - Ameriprise Financial Advisor

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education.

College planning often starts with one key step: setting clear expectations.

Early clarity around costs, timelines, and priorities can help turn uncertainty into a more focused strategy.

This article highlights where to begin.

Together, we can create a plan that aligns with your goals—and supports what matters most to your family.

Financial planning for college: How to get started 5 considerations as you set your child’s education goal

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

How to plan and budget for travel in retirement Financially prepare for your next trip with more confidence.

Graduate school isn’t just for recent grads. 🎓

Adults returning to school often face different financial challenges — from family obligations to existing debt. This article explores ways to approach grad school costs thoughtfully.

Going back to school as an adult How to pay for a degree as a nontraditional student.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Higher yields continue to create potential opportunities for bond investors, but navigating today's market requires careful decision-making. Let’s connect if you’d like to discuss.

4 bond market trends shaping the second half of 2026 Read our fixed income midyear outlook.

Some of the best conversations begin with, "Back in my day..." Celebrating those who have helped shape the path for generations to come. Happy National Senior Citizens Day!

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.

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. We can help make planning feel more approachable.

Why 529 plans are a popular way to save for college expenses Learn the ins and outs of 529 plans.

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

8 ways to save for your child’s future Explore the different investment accounts that can help you support your child’s financial future.