LifeSpan Financial Group

A financial advisory practice of Ameriprise Financial Services, LLC.

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.

If you’re saving for a new deck, an upgraded kitchen or any other home improvement project, I can help you plan to achieve these goals. Call Cody Johnson at 920-731-1758 to schedule your appointment today!

When it comes to retirement planning, I believe it’s important to ask the right questions to make sound decisions. Get in touch so we can start answering your questions. Call Cody Johnson at 920-731-1758 to schedule your appointment.

usatoday.com

40% of Americans expect to keep working in retirement. Is that right for you?

Considering an encore career? You’re not alone. Continuing to work after you retire may make it easier to build a healthy retirement fund.

usatoday.com Working past your desired retirement age means it will be easier to build a healthier retirement fund.

Neighbors helping neighbors make for strong communities and we know that many are facing new, unforeseen challenges. Let’s talk about how we can support our local nonprofits and retailers. Call Cody Johnson at 920-731-1758.

LifeSpan Financial Group

"If doing a good act in public will excite others to do more good, then 'Let your light shine to all.' Miss no opportunity to do good." — John Wesley.
Are you letting your light shine?

newsroom.ameriprise.com

Updates on Trade, the Virus Impact on the Economy and A Fourth Stimulus Bill | Ameriprise Newsroom

The pandemic has further increased trade tensions between the United States and China – and the state of the Phase One trade agreement remains in question, according to Chief Market Strategist David Joy.

newsroom.ameriprise.com 06/29/2020 David Joy In January, the United States and China signed the Phase One trade agreement. China committed to increasing its purchase of American goods and services by $200 billion above 2017 levels over two years, enhance intellectual property and forced technology transfer protections, and...

Happy Independence Day!

cnn.com

Senate passes extension of Paycheck Protection Program until August 8, hours ahead of deadline

Small-business owners now have until August 8th to access the remaining $130 billion in Paycheck Protection Program funds.

cnn.com The US Senate, just hours before the expiration of the small business loan Paycheck Protection Program, passed an extension of the program to August 8.

ameriprise.com

Systematic savings

Continuing to save, even during challenging times, is more achievable when you automate your savings. I'm here to help you with savings strategies and other ways to meet your long-term goals. Call Cody A. Johnson to schedule your appointment at 920-731-1758.

ameriprise.com Learn how a systematic savings plan can help build your cash reserve.

marketwatch.com

5 things you’ll wish you knew before you retired

From travel to real estate, recent retirees share what they wish they’d done differently in the years leading up to retirement.

marketwatch.com These are some of retirees’ biggest regrets.

forbes.com

How to Make Your Retirement Investments Reflect Your Values

Do your retirement investments reflect your values? Let’s discuss what causes and values you want to invest in.

forbes.com If you could take a deeper look at the investments being purchased with your retirement funds, do you think you’d be comfortable with what you found? For many people, saving for retirement means little more than contributing to a 401(k) or an individual retirement account (IRA) on autopilot. Many

Thank you to all the dads for providing love and support.

Summer is here! Wishing you a season filled with sunshine and warm memories.

Need a second opinion on your financial situation? I can help you understand your progress toward your goals with a free 30-minute phone consultation. Call me Cody Johnson at 920-731-1758.

Summer is here! Wishing you a season filled with sunshine and warm memories.

Together, we can help you stay focused on achieving your long-term goals – no matter what the short-term might bring. Please call me Cody Johnson at 920-731-1758 to schedule a meeting today!

realsimple.com

5 Things You Shouldn’t Tell Your Kids About Your Finances—and 5 You Should

Talking with children about money – early and often – can help them develop strong financial habits as they grow. Here are helpful do’s and don’t to guide your conversations.

realsimple.com Yes, communication is important, and children deserve the truth. But not the whole truth, especially when it comes to your finances! Best-selling personal finance expert Beth Kobliner, author of "Make Your Kid a Money Genius," outlines healthy boundaries for talking about money with children.

How much risk are you comfortable with in your investments? It’s important your portfolio has a mix of investments based on your goals and risk profile. In this market, many people are re-assessing their risk tolerance. Let’s set up a virtual 30-minute meeting to check yours.

ameriprise.com

Tips on marriage and finances

While weddings have been impacted by COVID-19, new marriages continue. I can help you or newlyweds you know plan their financial future and how to manage money, as a team. Call Cody Johnson at 920-731-1758 to schedule a meeting.

ameriprise.com Marriage is a major life milestone. Careful planning and communication about finances can help you start life together on the right foot.

Your goals are unique – and your financial advice should be no different. Let’s set up a virtual 30-minute meeting to discuss what’s most important to you. We can work together to help you make progress toward achieving your goals in this challenging environment. Please call Cody Johnson at 920-731-1758.

Your goals are unique – and your financial advice should be no different. Let’s set up a virtual 30-minute meeting to discuss what’s most important to you. We can work together to help you make progress toward achieving your goals in this challenging environment.

You are unique, and so are your goals. That’s why I take the time to understand what’s important to you and offer personalized advice tailored to you. Let’s talk about how I can help you feel more financially confident by preparing for the expected and unexpected. Please call Cody Johnson at 920-731-1758.

Legacy planning and keeping family conversations open, even from a distance, is as important now as ever before. Let me if you would like ideas or support for talking with your family about financial matters. Call Cody Johnson at 920-731-1758.

ameripriseadvisors.com

3 Medicare savings tips

Planning a confident retirement includes accounting for your health care expenses. Let’s chat about how you can make the most of your Medicare benefits when it’s your time to enroll. Call Cody Johnson at 920-731-1758.

ameripriseadvisors.com Even with Medicare coverage, health care costs in retirement can eat up a portion of your savings.

ameripriseadvisors.com

Investing: How to balance opportunity and risk

The key to achieving your long-term financial goals lays in choosing a mix of investments that match your goals and risk profile. We can provide a comprehensive portfolio strategy to help. Call Cody Johnson at 920-731-1758.

ameripriseadvisors.com Diversifying your investment mix can help you achieve your goals over time.

money.com

The New Graduate’s Guide to Finding a Job, Paying Off Loans, and Saving Money in the Age of Coronavirus

Life after college can be overwhelming – especially during a global crisis. For the recent college grads in your life, here are some tips for navigating their financial future.

money.com MONEY spoke to numerous experts about the best path forward.

realsimple.com

How to Make Charitable Giving Part of Your Budget

Charitable organizations need our help more than ever. Here are some tips on how to make giving back part of your financial plan.

realsimple.com Making charitable giving a part of your budget makes it easier to give charitable donations with intention. Here’s how to budget for charitable giving and make giving back part of your monthly or annual plan.

cnbc.com

IRS will allow for mid-year changes to health plans and flex spending accounts

New guidelines from the IRS will allow for mid-year adjustments to certain workplace benefits. If you are considering a change, I can help you evaluate your options. Please call Cody Johnson at 920-731-1758

cnbc.com Because of the coronavirus crisis, the IRS has issued new guidelines allowing for mid-year changes to employee health plans and flexible spending accounts.

nextavenue.org

When Your Parents Need Financial Help

Wondering what to do when your parents need financial help? Having a conversation about their needs is a good start. I’d be happy to help facilitate a discussion. Call Cody Johnson at 920-731-1758

nextavenue.org What you can try to do for your mom and dad

cnbc.com

If you left or lost your job, here is what you can do with your 401(k)

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.

cnbc.com There are a number of things to take into account when deciding if you should roll over your 401(k) from a former employer.

This Memorial Day, we remember and honor all the brave men and women who gave their lives in service to this country.

forbes.com

11 Tax Tips For The Unemployed During The COVID-19 Pandemic

If you or a family member has lost a job due to the COVID-19 pandemic, you may need to adjust your taxes. Here are 11 tips to consider. I’m happy to help, working with your tax professional. Please call Cody Johnson at 920-731-1758.

forbes.com The amount that you can receive varies by state but typically works out to about half of your prior income for 39 weeks (pre-CARES Act, it was usually 26 weeks in most states).

Even during turbulent markets, there are ways to help protect your retirement income. Let’s talk about solutions that can help you make sure your money will last as long as you need it. Call Cody Johnson at 920-731-1758.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times. Call Cody Johnson at 920-731-1758.

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Location

Telephone

Address


446 N Westhill Blvd. Suite 5
Appleton, WI
54914

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 17:00
Friday 08:30 - 15:00
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