Beth McDonald - Ameriprise Financial Advisor - Further Financial Group

10/12/2026

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, I can help.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

10/09/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/08/2026

Downsizing isn’t just a move — it’s a meaningful life transition.

While it can bring less upkeep and more flexibility, it also introduces important financial decisions around equity, taxes, and lifestyle changes.

This article outlines what to consider before making a move.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

10/07/2026

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

Understand the tax and savings implications of the new rules for high earners.

10/06/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

10/05/2026

There’s no one-size-fits-all answer to whether renting or buying is better. The right choice depends on how long you plan to stay, your cash flow and savings, and today’s housing market. This overview breaks down the financial trade-offs to help you decide what makes the most sense right now.

Determine what makes the most financial sense for your situation.

10/02/2026

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.

10/01/2026

Understanding today's K-shaped economy can help put market and economic trends into perspective. If you'd like help navigating the evolving investment landscape, let's connect to discuss your financial goals and strategy.

Why this phenomenon matters for investors.

09/30/2026

Great companies don't happen by accident.

Ameriprise Financial was named one of Newsweek's America's Greatest Companies of 2026.

This recognition reflects the people, culture and client-focused approach that help make Ameriprise stand out.

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L

09/29/2026

Financial confidence starts with a plan.

I work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.