B.P. Shelley & Associates

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B.P. Shelley & Associates Plan for the Future. Enjoy the Present. Leave a Legacy. B.P. Shelley Wealth Managers

A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

A smart year-end move in one part of your plan can create consequences somewhere else.Harvesting investment gains or los...
23/10/2026

A smart year-end move in one part of your plan can create consequences somewhere else.

Harvesting investment gains or losses, completing a Roth conversion, making charitable gifts and taking required distributions can all affect your broader tax picture.

That’s why year-end planning is less about checking off individual tasks, and more about deciding which moves work best together.

Before December deadlines arrive, it may be worth reviewing the full picture rather than each decision in isolation.

https://bit.ly/4i3Rhv8

Life doesn’t follow the calendar.Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedl...
21/10/2026

Life doesn’t follow the calendar.

Changing jobs, retiring before Medicare eligibility, starting a business or unexpectedly losing employer coverage can all create a need to rethink how you’re insured.

The important part is knowing your options, and planning for the cost and timing before a coverage gap becomes a problem.

Health coverage should be part of the plan whenever a major life or career transition is on the horizon.

https://bit.ly/4z1KCYd

Good planning isn’t just about preparing for the future, it’s about creating a life that feels good to live now.
19/10/2026

Good planning isn’t just about preparing for the future, it’s about creating a life that feels good to live now.

The AI investment story doesn’t end with chips and data centers.As AI and cloud computing drive electricity demand highe...
16/10/2026

The AI investment story doesn’t end with chips and data centers.

As AI and cloud computing drive electricity demand higher, the infrastructure behind the power supply is becoming increasingly important. From generation and battery storage to cables, transformers and grid technology.

But rising demand doesn’t make every company a winner. The opportunity may be broad, but selectivity still matters.

We can help you evaluate where these long-term infrastructure trends may fit within your broader investment strategy.

https://bit.ly/4she5uQ

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.Premiums, dr...
15/10/2026

Your Medicare plan may have worked well this year. That doesn’t mean it’s still the right fit going forward.

Premiums, drug coverage, provider networks and your own health needs can change. Medicare Open Enrollment, October 15–December 7, is your annual opportunity to review the details before 2027.

We can help you think through how your Medicare choices fit into your broader retirement income, health care costs and financial plan.

https://bit.ly/4zB97LO

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
14/10/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

When is the moment you become ready? The truth is, you don’t, until you actually begin.
12/10/2026

When is the moment you become ready? The truth is, you don’t, until you actually begin.

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.If an HSA-eligib...
09/10/2026

Open Enrollment comes with a long list of decisions. One that’s easy to overlook is the HSA opportunity.

If an HSA-eligible health plan makes sense for your situation, it can offer more than a way to pay for medical expenses. It can also create a meaningful tax and long-term savings opportunity.

For 2027, HSA contribution limits rise to $4,500 for individuals and $9,000 for families.

As you review your benefits elections, make sure the HSA decision is being considered as part of your broader financial plan.

https://bit.ly/47M2KJA

The freedom that comes with simply feeling good about who you are.
07/10/2026

The freedom that comes with simply feeling good about who you are.

October is National Financial Planning Month, and Q4 is when planning turns into action.Before year-end, it’s worth revi...
05/10/2026

October is National Financial Planning Month, and Q4 is when planning turns into action.

Before year-end, it’s worth reviewing the decisions that may still be in your control: tax strategy, charitable giving, required distributions, benefits and any portfolio moves that need coordination.

The goal isn’t to check every box. It’s to make sure the pieces of your financial life are working together before the calendar does the deciding for you.

Now is a good time to review what still needs attention.

https://bit.ly/47AMA5L

Address

OH

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00

Telephone

+15136422503

Website

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