A financial advisory practice of Ameriprise Financial Services, Inc.
What are your dreams and goals for retirement? We can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future. Areas of Focus •Tax Planning Strategies •Investments •Wealth Preservation Strategies •IRA Rollover •Retirement Planning Strategies •Retirement Income Strategies •Estate Planning Strategies •Insurance Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.
National Staying Healthy Month is a good time to remember healthy habits that help you enjoy life to the fullest, now and into retirement.
Wishing you joy and prosperity in 2020.
Baby boomers are typically more active and spend more money than retirees of previous generations. Learn other ways retirement has evolved in the last decade.
money.usnews.com Retirement is different now than it was just 10 years ago.
You’ve worked hard toward your goals. If you plan to retire in 2020, let’s talk about what you can do now to make a smooth transition in the coming year.
Moving to a new city in retirement can be an exciting new adventure, but make sure it makes sense for your situation. Here are three things to consider before you make the move.
usatoday.com It might help help you achieve the retirement you've always wanted.
Happy Thanksgiving! Wishing you and your family a wonderful, festive day, celebrating all there is to be thankful for.
When retirement can last up to 30 years or more, planning for expenses can feel daunting. Here are four insights to help you estimate expenses and make adjustments before retiring.
usatoday.com Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.
The number of Americans age 65 and over who continue to work has doubled since 1985, according to a study by United Income. Learn about the pros and cons of encore careers.
money.com Fitness--both physical and financial--is key to successful entrepreneurship.
Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.
What will you do with your extra hour?
Mistakes happen, even when saving for retirement. But there are steps you can take to get back on track to achieving your goals. Learn about seven common mistakes and how to overcome them.
usatoday.com Saving for retirement is confusing – it’s no surprise we make mistakes along the way. Luckily, there are strategies to get back on track.
Are you trick-or-treating tonight? Share your favorite Halloween memories – or pictures of your little pumpkins in their spooktacular costumes in the comments below.
While there is no perfect way to prepare for retirement, there are steps you can take now to help reach your savings goals. Read about 3 mistakes to avoid – and then let’s connect to talk about what could work for you.
usatoday.com These blunders may seem harmless, but they could wreak havoc on your retirement plan.
Your 401(k) can be one of your most important investment tools. Here are 5 considerations to help ensure you’re progressing toward your retirement goals.
cnbc.com Many Americans are making mistakes with their 401(k) accounts that could be costing them some serious dollars. As the economy booms and the average 401(k) balance rises, these mistakes could be having an even more pronounced effect on Americans' retirement accounts.
Are you investing in your employer’s 401(k) plan? Let’s talk to make sure you’re on track for a confident retirement.
No morning is complete without the most important beverage of the day. In celebration of #InternationalCoffeeDay, let’s toast the cup that keeps us going.
September 27 is #WorldTourismDay – a good time to prioritize your vacation-savings goals so you can explore wherever the wind takes you.
Medicare open enrollment begins Oct. 15. Here are some key deadlines to help ensure you enroll on time and avoid higher premiums that could impact you for the rest of your life.
money.usnews.com If you sign up for Medicare late, you could face higher premiums for the rest of your life.
Good health can help you enjoy a longer retirement, so be sure you’re taking care of yourself – and your finances.
The changing of seasons is a good reminder to review your financial goals. What savings targets are you looking to hit this autumn?
After you decide at what age you will retire, there’s another big question to ask yourself: Where do I want to live?
cnbc.com If you're like most people, you probably envision spending your retirement days comfortably in your current home. Yet financial and health considerations could make downsizing a better way to go. Here's what you need to think about to plan for an eventual move.
Have you reviewed your 401(k) investments lately? Let’s make sure you’re taking advantage of every opportunity to maximize your savings.
ameriprise.com Read these 5 tips for maximizing your 401(k)
Pumpkin spice season may just be starting, but financial experts say it's also time to start planning for the holidays.
usatoday.com Pumpkin spice season might just be starting, but financial experts say it's time to start planning for the holiday season.
A 401(k) through your employer can be an important component of your overall financial picture. Learn about four things to watch for – then let’s talk about what you can do to ensure you’re maximizing your savings potential.
cnbc.com IRA and 401(k) balances for older workers are well below where they should be, according to the authors of a new report, thanks in part to inconsistent coverage, fees and early withdrawals.
For many, #LaborDay weekend means enjoying the last days of summer with friends and family. How are you planning to celebrate?
Retirement account assets are typically taxed in different ways and at different times. Let’s chat about the best strategy to reduce the impact of taxes on your savings.
ameriprise.com Learn about pre-tax investments, after-tax investments and tips for managing taxes more effectively.
Hinnendael, Greene & Associates
You’ve worked hard to achieve your retirement goals. Let’s talk about how you can boost your financial confidence with a flexible withdrawal strategy that lasts for the long term.
Despite high confidence levels, less than half of working Americans have calculated what their retirement needs will be. If you have questions about your income in retirement, let’s talk soon.
[07/25/19] Regularly rebalancing your long-term investments can help you stay aligned to your asset allocation strategy and manage risks. Let’s review your portfolio soon to keep you on track to meeting your goals.
If your summer travel plans include spending time outside the U.S., you may need additional medical coverage if you’re on Medicare.
cnbc.com Whether you're covered for medical services while away from home depends on where you're going and how you get your Medicare benefits, along with whether you need emergency or routine service.
If you’re changing jobs, you have options when it comes to your old employer’s 401(k).
cnbc.com If you're packing up your desk and heading for better career opportunities, don't forget to review your 401(k) plan. You can keep your money where it is, move it to your new 401(k) or roll it to an IRA. How to decide.
[07/05/19] Postponing Social Security withdrawals until after your full retirement age could mean a higher monthly benefit. Let’s talk to see if this is the right choice for you.
Wishing you and yours a safe Independence Day.
Health savings accounts are rising in popularity, but many are still unaware of the benefits they offer. Learn more about how HSAs could be part of your retirement savings goals.
usatoday.com 6 things you should know about health savings accounts, or HSAs, such as tax benefits.
The 401(k) contribution limit increased by $500 for 2019. Learn what advantages you may have by contributing to an employer-sponsored retirement plan during your peak earning years and consult a tax professional.
kiplinger.com The 401(k) contribution limit increased by $500 to $19,000 for 2019. Workers 50 and older can save an extra $6,000 for retirement.
Happy Father's Day!
If your goal is to retire early, you may be too young for Medicare. Learn about options that could help bridge the healthcare gap for younger retirees.
usatoday.com Don’t let health insurance derail your early retirement. Without a job or Medicare, what health care options remain? A handful, it turns out.
Graduation season is here. After the party’s over, bring your graduate in for a conversation about their financial future. The future is brightest for those who set financial goals at an early age.
Donut holes, raised glazed, cake donuts… you name it. We love them all on National Donut Day!
Many boomers are opting to stay in their homes rather than downsizing. Where do you plan to live in retirement?
usatoday.com Many Baby boomers are staying in the houses in which they raised their kids even when they become empty-nesters and retire
Today we honor and give thanks to all those who’ve sacrificed their lives serving and protecting our country.
Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.
barrons.com Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.
Expressing love and gratitude to all mothers today.
Learn what steps you can take to help protect yourself or a parent from scammers.
barrons.com Even among healthy older adults, age-related changes in the brain can make people more susceptible to financial exploitations, according to research.
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Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products.
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Co-founded by David Lee & Brian Much in 2012, Stonehaven Wealth & Tax Solutions provides exceptional value to our clients who are in or near retirement.
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