a financial advisory practice of Ameriprise Financial Services, Inc.
Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary. 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.
Keep these key points in mind as you consider how your retirement savings could fare after Brexit.
7 Things That Will Make You Feel Much Better About... Get past the flashing stock tickers, investors, and focus on these factors instead.
Keep these tips in mind if you're thinking of starting your dream business in your retirement years.
Top 4 financial tips for retirees starting busines... Donning a small business owner's hat later in life can be rewarding, but it comes with a certain degree of risk.
Ease the financial burden of helping aging parents by learning to protect your assets and your parents’ estate.
Caregiving Confidence Learn how to maintain your lifestyle while ensuring your parents age comfortably.
[06/08/16] Regular financial reviews are a great way to remember what you’re working for in the long run. Let me help — give me a call.
[06/06/16] If you could retire anywhere in the world, where would you go?
Surprisingly, more than 85% of lottery winners keep working. What would you do if you won big?
Would you quit your job if you won the lottery? Ma... Anywhere from half to 80% of people would keep working after a big win.
Considering a move in retirement? Here are the top 10 cities for people age 65+ based on financial well-being, health care and community.
The 10 Best Cities for Successful Aging Milken Institute’s Best Cities for Successful Aging ranking has selected its Top 10 for people 65 and older.
Know someone graduating from college this spring? Share with them these pointers for managing student loan debt.
6 simple steps to avoid student loan headaches May is the month for graduation parties and caps thrown in the air -- it's also the month where many seeds of financial destruction are sown.
You may not carry much cash around with you anymore, but the nickel deserves some credit at 150 years old!
5 Pretty Amazing Facts About the Nickel on Its 150... In honor of its 150th birthday this month.
Have you thought about how you'll fill your time in retirement? Here are a few ideas to get you started.
21 Fulfilling Ways to Pass Time in Retirement Try these strategies to make retirement more interesting.
You may have heard Prince didn’t have a will. When was the last time you thought about yours?
Here's what happens when you die without a will There are good financial, practical and emotional reasons to make a will before you die.
[05/05/16] You’ve worked hard for your money – make sure it works hard for you. Our comprehensive approach to financial planning helps give clients the confidence to live brilliantly while preparing for financial milestones today, tomorrow and in retirement. We’re truly honored to serve our community each day – because with the right financial advice, life can #BeBrilliant
Are you preparing to send a child off to college? Here's how to review and compare financial aid award letters.
How to Compare College Financial Aid Award Letters Discover what you'll really pay at each school on your child's list.
"Regardless of where you are on the road to retirement, it's never too early to begin to prepare for an active, fulfilling and meaningful second act." Here's more on how to get started.
4 Easy Ways to Prepare for a Second-Act Career Here’s how to brainstorm ideas for an inspiring retirement job.
Vacation time is just around the corner! Here are some tips to get your kids involved in planning - and budgeting.
Teach Kids About Budgeting And Take A Vacation At The Same Time Why not make vacation planning a family event? Vacations can provide important money lessons for your children and teach important life skills as well.
6 areas where your spending habits could change in retirement - and what that means for your budget.
How to Prioritize Spending in Retirement Your goals and expenses could change throughout your retirement years.
If you’re like many Americans, you may have two or more 401(k) or IRA accounts. Combining those accounts may help you streamline your finances and diversify your investments.
Consolidating retirement accounts Discover how doing so may help you save time and provide you with a more comprehensive view of your financial situation.
Ever dream of quitting your job and starting over? Think through these three steps first.
Your career path: Time to make the leap? Next steps if you are at a professional crossroads.
Are you willing to make trade-offs to have the retirement you've dreamed of? Here are some thoughts on balancing today's needs with tomorrow's goals.
Paid Program: Chasing the Retirement Dream Baby Boomers want more from retirement. But how can they actually get it?
[04/06/16] Financial planning involves more than saving money. It’s also about putting what you’ve earned toward what truly matters to you, creating your own roadmap — and enjoying the journey. #BeBrilliant
Global markets responded positively following the Yellen's comments Tuesday. Here's more on Fed's expectations.
Janet Yellen is worried about global growth—and Wall Street loves it The Federal Reserve chairwoman stressed her intent to gradually lift benchmark interest rates off ultralow levels.
[03/30/16] A new Ameriprise survey of Baby Boomers found that a quarter of them think that putting together a retirement plan will be difficult. It doesn’t have to be. I can help. Let’s talk.
[03/28/16] Spring is a great time to open up the windows and clean the house. It’s also a good time to see if you’re on track with your savings priorities. Let’s set up a time to talk.
[03/17/16] It’s easy to let retirement planning take a back seat to your family, career and other demands. I understand, and I can help. Let’s work together on a plan for a secure, confident retirement. Contact me to get started.
Planning to travel this year? Check out these money-saving tips from travel experts.
How to find the best travel deals in 2016 If you’d like to take a vacation (or two or three) in 2016 and save money doing it, read this.
Here’s a quick summary of the drivers of recent market volatility. If you have questions or would like to discuss the impact on your portfolio, schedule time to meet.
What is driving current market volatility? Listen as economic experts explain the causes, implications – and the potential “good” – to the current market volatility.
A new Ameriprise study found that only 52% of pre-retired boomers have a plan for how to fund their post-work years. How do you plan to pay yourself in retirement?
Building the lifelong “paycheck”: What does it take? Results from the Ameriprise Financial Pay Yourself in Retirement study highlight how retirees and pre-retirees plan to fund their life in retirement.
[03/02/16] Will your financial plan provide you with an ample monthly “paycheck” in retirement? I can help. Give me a call so we can review your plan.
[02/29/16] I'm happy to share that we raised $357 for the USO and received numerous donations of items to be sent overseas for our troops at the "Glen Allen Cares" Pancake Breakfast last Saturday Morning. Thanks to everyone for their support.
What would Warren Buffett do? Well here are some thoughts on what he wouldn't do related to markets and investing.
Here's What Buffett Wouldn't Do, and Maybe You Shouldn't Either For anyone wondering, “What would Warren Buffett do?” the 85-year-old billionaire has given plenty of advice in his public remarks and annual letters.
[02/22/16] This is America Saves Week — the perfect time to take a fresh look at your financial plan. Give me a call — I’m happy to help!
Here's what's changing - and what's not - for the 2016 tax year.
Taxes: What you need to know for 2016 Here are some tax changes in store for next year that you should be thinking about now.
Looking back on the market events of January sparked by China and oil prices - and expectations for February.
Wild January stock market ends on a high note The Dow surged nearly 400 points on Friday, but it still lost 5.5% of its value in January.
[01/13/16] January is National Get Organized Month and is the perfect time to get your finances in order. Give me a call — I can help!
What can we expect for domestic and global markets in 2016 despite the shaky start?
The New Year Brings Cautious Optimism Mixed with Concern Market commentary on pressing financial topics by David Joy, Chief Market Strategist, Ameriprise Financial.
[01/11/16] It’s clear these are challenging market conditions – but I want you to know that I’m diligently monitoring the situation with support from the Ameriprise Investment Research Group. For now, it’s important to stay the course and contact me if you’d like to connect by phone or in person.
From China’s stock market volatility to Star Wars movie sales – these money stories made big news in 2015.
The top 10 money stories of 2015 Richard Quest and Christine Romans break down the top money stories of 2015.
Yellen considers the health of the U.S. economy to be "quite sound" - and the markets seem to echo her sentiments.
Liftoff! Global markets rise after historic Fed decision Global markets surged Thursday after the U.S. Federal Reserve added one to the history books, announcing it would raise interest rates for the first time in nearly a decade.
We plan so carefully for our retirement, but unexpected events can get in the way. Learn more about common retirement risks, and how to manage them.
Retirement Risks | Ameriprise Financial Find out about common retirement risks and get prepared with tips from Ameriprise Financial.
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A financial advisory practice of Ameriprise Financial Services, Inc.
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