LifeSpan Financial Group

A financial advisory practice of Ameriprise Financial Services, Inc.

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 for more important disclosures and information.

How to Support Your Retired Parents Without Sinking Your Own Retirement Plans

If your retired parents need financial support from you, experts say it’s important to set clear boundaries. If you’re helping a parent pay their bills, learn about tools to help protect your own retirement savings. Setting limits is key.

Is now a good time to buy a house? Economists say yes as the Federal Reserve holds interest rates steady

The Fed has signaled that it will keep interest rates steady for the time being. If you’ve been thinking about buying a home, learn why now could be a good time. The Federal Reserve signaled it won’t raise interest rates for the time being, a potential boon for first-time homebuyers in 2020.

10 Ways Retirement Has Changed Over the Past Decade

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. Retirement is different now than it was just 10 years ago.

Happy first day of winter!

The #AmeripriseResearch 2020 outlook calls for modest economic growth accompanied by low but positive market gains. The wildcards of trade and politics cast a decidedly large shadow over the outlook. What are your expectations for the markets in 2020?

Positive News on Trade, Brexit Buoy U.S., U.K. and Mexican Markets | Ameriprise Newsroom

There was nothing but good news last week on the trade policy front; but questions remain for U.S. and global economies, according to Ameriprise Chief Market Strategist David Joy. The U.S. and China agreed on phase-one deal that avoided new tariffs and rolled back some existing ones.

How much you can spend in retirement without running out of money? Let’s meet to talk about strategies to make your money last for as long as you need it.

6 steps to take now so your financial life will be off to a good start in 2020

The year is winding down. Have you accomplished your 2019 goals? Here are 6 things to consider now to start 2020 on a strong financial footing. Before you know it, you'll be ringing in 2020 and making a list of New Year's resolutions. Here's why it's a good idea to get ahead of things now.

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.

How to Gift Stock and Other Financial Gifts

If you’re considering cash or stock as gifts or donations, we can join a conversation with your tax advisor to help you maximize the benefit for both you and your recipient. Stock can make a great gift for you and the recipient.

How to know if it's OK to borrow money from your parents once you're an adult

Talking to your parents about money can feel intimidating. Here are five questions you can ask to help get the conversation started. Borrowing money from your parents can be a touchy subject, especially if they have their own financial goals and struggles. Experts suggest asking your parents five questions before accepting a loan.

[12/11/19]   Keys to financial health include making a plan and being prepared. What are your goals for 2020? Let’s talk about how to achieve them.

Wishing you and your loved ones happiness, peace and joy.

Latest Data on the U.S. Economy is Mostly Optimistic as Stocks Anticipate All the News Expected This Week | Ameriprise Newsroom

Consumers remain the growth engine for the U.S. economy, while manufacturing continues to soften, according to Ameriprise Chief Market Strategist David Joy. The week ahead is full of potentially market moving developments.

How have you persevered in your life?

How to Care for Aging Parents Without Sacrificing Your Career

Many people are unable to absorb the financial impact of leaving their careers to care for an aging parent. Here are 4 tips to help balance multiple priorities. Most Americans can't absorb the financial brunt of walking away.

Is your 401(k) ready for market volatility? According to #AmeripriseResearch, the worst time to experience a market decline is the 5 years before & first 5 years into retirement - when your 401(k) value is often the highest. Let’s connect to review your asset allocation strategy.

Holiday shopping is a great time to talk to your kids about the importance of setting goals and saving up for things that are important to you.

4 ways to help blended families navigate finances

Blended families are on the rise, according to the Pew Research Center. If you’re among the 40% of new marriages in the U.S. with at least one person who was previously married, here are 4 tips for navigating your financial life together. Forty percent of all new marriages in the U.S. include at least one person who was previously married and may already have kids. Having proper documentation and delegation of responsibilities as well as regular conversations about money is crucial to financial success, experts say.

Here's why you should consider moving during retirement

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. It might help help you achieve the retirement you've always wanted.

You’ve worked hard to build your retirement savings, but how do you know if your money will last? Let’s talk about solutions that can help.

What’s the outlook for holiday spending?

Holiday spending can be an indicator of the health of consumer confidence. See what could be in store this holiday season and what it means for the economy. We gauge shoppers’ financial sentiment and what that signals for holiday sales in November and December.

Financial benefits of working in retirement

Whether by choice or necessity, there are benefits to working in retirement. Learn more about how you could gain more spending power while helping your retirement savings last longer. Working in retirement can provide several benefits and help your savings last longer.

[11/29/19]   #SmallBusinessSaturday is a great time to show support for our local retailers during the busy holiday season. What is your favorite local small business?

Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts can override what’s in your will? Let’s review your accounts to make sure your legacy plans reflect your wishes.

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you in...

Happy Thanksgiving! Wishing you and your family a wonderful, festive day, celebrating all there is to be thankful for.

The U.S. stock market is on pace for its best year since 2013. Interestingly, the average stock in the S&P 500 is still 10.3% away from its 52-week high, with mid and small-cap stocks even further away. #AmeripriseResearch

U.S. and U.K Markets Mixed Heading Into Thanksgiving Week | Ameriprise Newsroom

The rally in U.S. equities stalled last week. A lack of market moving news could be to blame, according to Ameriprise Chief Market Strategist David Joy. After six straight weeks of gains, the S&P 500 Index slipped 0.3 percent.

What Retirement? People Over 65 Are Launching Encore Careers and Finding Fulfillment Like Never Before

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. Fitness--both physical and financial--is key to successful entrepreneurship.

Family finance: How to talk about money | Ameriprise Financial

Do you and your family talk about money? According to the Ameriprise Family Wealth Checkup study, discussing money can help ease family tensions and increase financial confidence. Let’s set up a discussion. The Ameriprise Family Wealth Checkup study found that many are hesitant to talk about finances with family. Get tips on discussing family wealth management.

It is possible to balance paying down debt while investing at the same time. Let’s talk about making choices to help you achieve your financial goals.

The 4 realities of retirement spending that you need to know now

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. Planning your next 30 years of expenses isn't as easy as it seems. Here are 4 spending trends you need to understand.

20% of Americans regret making this financial decision with their significant other

One in five people regret combining money with their spouse or partner, according to MagnifyMoney. Here are three ways experts say can help you avoid feeling this way. According to a new survey from MagnifyMoney, 1 in 5 people regret combining money with their spouse or partner. However, experts say there are ways to avoid feeling this way.

Markets Established A New High Again As Investors Relentlessly Watch Trade, Fed Developments | Ameriprise Newsroom

A six-week rally in U.S. equities has produced an 8 percent gain and established new record highs. Ameriprise Chief Market Strategist David Joy weighs in on what this could mean by year-end. The S&P 500 is now higher on the year by 24.5 percent.

Market declines early in retirement can potentially create one of the most-damaging investment risks. Watch this 3-minute video, then let’s talk to make sure you’re prepared.

Remove the noise of daily market fluctuations due to trade talks, geopolitical tensions, growth concerns and what the central banks will do next, and you can see that the general trend across stock prices has improved since the end of summer. #AmeripriseResearch

Hackers hover near online shopping carts, too. It's called e-skimming

October is #CyberSecurityMonth. Learn about one of the latest scams targeting online retailers and steps you can take to protect yourself as the holiday shopping season approaches. Holiday shoppers warned to watch out for e-skimming threats. Any business accepting online payments on their website is at risk, FBI says.

Guide to understanding Medicare open enrollment

Medicare open enrollment is underway. If you are weighing your options for next year, let’s connect to talk about how you can make the most of your benefits. Understanding your retirement health care needs can help you maximize your Medicare benefits.

“Your time is your life. That is why the greatest gift you can give someone is your time.” – Rick Warren, Author of A Purpose Driven Life

How can personalized advice help you reach your financial goals? Let’s start with a conversation about what’s most important to you.

Live more confidently, now and into retirement. Setting realistic financial goals can lead you on the path to achieve long-term success.

Couples may not always see eye to eye about money – but maintaining communication and developing good habits can help lead to financial harmony.

To What Should We Attribute An All-Time Market High: Consumers, Trade Talks or Monetary Policy? | Ameriprise Newsroom

The S&P 500 index has had five straight weeks of gains and hit a new all-time high. Ameriprise Chief Market Strategist David Joy weighs in on what has led to the recent rally. The economic expansion continues to grow, led by a strong consumer.

Thank you to all Veterans, including our friends, clients, family and colleagues, for your service and sacrifice.

Want your business to be the top-listed Finance Company in Appleton?

Click here to claim your Sponsored Listing.

Videos (show all)




446 N Westhill Blvd. Suite 5
Appleton, WI

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
Other Financial Services in Appleton (show all)
Jason Hanuszczak - Thrivent Financial Jason Hanuszczak - Thrivent Financial
4321 N. Ballard Road
Appleton, 54919

As life evolves, rely on me to provide a variety of financial tools to meet your changing needs. Contact me directly if you have specific questions.

Cameron Nicewander, Liberty Mutual Insurance Agent Cameron Nicewander, Liberty Mutual Insurance Agent
1737 N Casaloma Dr
Appleton, 54913

I am licensed to sell Auto, Home and Life insurance in WI. Please contact me for any of your personal insurance needs!

Edelman Financial Engines Edelman Financial Engines
4650 West Spencer Street
Appleton, 54914

LoanSifter LoanSifter
2500 E Enterprise Ave
Appleton, 54956

Kevin Collins, Liberty Mutual Insurance Agent Kevin Collins, Liberty Mutual Insurance Agent
2323 East Capitol Dr
Appleton, 54913

I am licensed to sell Auto, Home and Life insurance in WI. Please contact me for any of your personal insurance needs!

Inlanta Mortgage- Jesse Koch Inlanta Mortgage- Jesse Koch
3315 N Ballard Rd. Ste. A
Appleton, 54911

Providing professional mortgage financing, planning and consulting services for the Fox River Valley. Jesse J Koch, NMLS #217006

Jennifer Brownell - Thrivent Financial Jennifer Brownell - Thrivent Financial
2000 E. Milestone Drive, Suite 4
Appleton, 54913

Thrivent is a not-for-profit financial services organization offering caring and experienced representatives. Follow us to learn more.

Brad Veldhorst - Northwestern Mutual Brad Veldhorst - Northwestern Mutual
4620 N. Ballard Rd
Appleton, 54913

Helping young families find joy in their financial plan that breeds lifelong happiness.

Principal Financial Group - Appleton Office Principal Financial Group - Appleton Office
100 W Lawrence St Ste 505
Appleton, 54911

100 W. Lawrence Street, Appleton, WI 54911

United Payment Services United Payment Services
Appleton, 54915

Dori Sterkenburg - Thrivent Financial Dori Sterkenburg - Thrivent Financial
2000 E. Milestone Drive, Ste 4
Appleton, 54913

As the Recruiting Specialist, I find the best sales talent to join our team in East WI & Upper MI who will help contribute to our mission