Kasch, Levitch, McAleer & Associates

A private wealth advisory practice of Ameriprise Financial Services, Inc.

Are you looking for ways to reach your financial goals in today's volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That's where we can help. We'll take the time to listen to you and understand your goals and dreams. We'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach. Areas of Focus •Retirement Planning Strategies •Investments •Cash Flow Management Strategies •Intergenerational Planning •Tax Planning Strategies •Estate Planning Strategies •Education Planning 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. Working Together 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. What to expect •Professional help in clarifying your financial goals and priorities •If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives •Accurate information about our tailored solutions, including risks, benefits and costs What to bring •A list of any questions you have regarding your current financial situation •Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention •A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals 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. CA Insurance #0I58556 (Patrick McAleer)


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.

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


Here's a breakdown of the new income tax changes

Recent tax law changes could help you boost your retirement savings. If you’d like to adjust your 2020 contributions, we can help.

cnbc.com New tax changes for 2020 give taxpayers the opportunity to save more for retirement and health-care expenses, take a bigger deduction on their individual tax return and fine-tune how much tax is withheld from their pay, which could result in larger refunds next year.


Do your teens understand money? Here are 10 tips to start the conversation

No age is too young to begin learning a healthy relationship with money. Here are 10 lessons to use for kids in tween and early teen years. My team is always happy to meet with our clients and their children – of any age.

cnbc.com Kids ages 10 to 14 are forming the big part of their relationship with money. Here's how to make it a healthy one.


How Can Boomerang Kids Help You Retire Faster?

Is your once empty nest no longer so empty? Boomerang kids may be able to help – not hurt – your retirement timeline.

forbes.com You and your kids are a lifetime partnership. Spending quality time together as they are just starting their careers will pay dividends to the both of you in the future.


Ameriprise Advisor

I’m proud to announce that I’m one of Forbes’ Best-in-State Wealth Advisors for 2020. While this is an exciting honor, helping my clients achieve their financial goals is the greatest reward. Thank to my hard-working team and loyal clients for making this possible! https://www.ameripriseadvisors.com/patrick.m.mcaleer/

ameripriseadvisors.com Ameriprise Advisors - Patrick McAleer in Glen Allen, VA


3 things keeping you from maximizing this tax-favored account

Health savings accounts come with various tax benefits. Let’s talk to your tax professional about whether investing tax-free toward your medical expenses makes sense for you.

cnbc.com If you have a high-deductible health plan at work, you probably have a health savings account along with it, too. Though so-called HSAs bring a bevy of tax advantages, many investors aren't using them to their full potential.

Do you feel as though you are on track to meet your retirement savings goals? Let’s set up a meeting to help you and your family prepare for a more comfortable retirement.


Markets React to Worries About the Economic Impact of the Coronavirus | Ameriprise Newsroom

Concerns around the economic impact of coronavirus have spread throughout the global market, according to Ameriprise Chief Market Strategist David Joy.

newsroom.ameriprise.com 01/28/2020 David Joy Worries about the economic impact of the coronavirus caught up with global equity markets last week. Last Thursday, China’s Shanghai Composite index fell by 2.8 percent and the Shenzhen Composite shed 3.5 percent, before both subsequently closed for the Lunar New Year holiday....


New parents can take penalty-free early withdrawals from retirement savings, but it will increase your taxable income

With the passage of the Secure Act by Congress, new parents can now take an early withdrawal from their personal retirement savings. If you’ve recently welcomed a child, we can join a conversation with you and your tax advisor to help determine if this is the right choice for you.

cnbc.com When Congress passed the Secure Act last month, it added one more reason — new parenthood —for when individuals under age 59½ can take penalty-free withdrawals from retirement savings. But it may not be the wisest strategy.


Here's how your Social Security cost-of-living adjustment is calculated – and what it could look like in 2021

If you collect Social Security benefits, you may notice a 1.6% increase in your checks this year. What will 2021 bring?

cnbc.com Retirees living on fixed budgets count on one change every year: Social Security's annual cost-of-living adjustment. In 2020, beneficiaries got a 1.6% increase to their checks. New estimates point to how much next year's boost may be based on current data.

Find a Financial Advisor who is right for you | Ameriprise Financial

It is common for many people during their working years to balance saving for the future while also managing debt. Here are 4 considerations to help you prioritize.

ameripriseadvisors.com Looking for financial advice? Ameriprise Financial has 10K+ Ameriprise Advisors helping people reach their goals. Find a financial advisor today.


U.S. housing starts at 13-year high, factory output gains

The recent homebuilding surge suggests the housing market is back on track amid low mortgage rates. If you’ve been thinking about building a home, let’s discuss.

reuters.com U.S. homebuilding surged to a 13-year high in December as activity increased acr...

“We can spend money any way that we want, but we can only spend it once.” From the book Never Enough? by Ron Blue. How do go about making financial decisions? With wisdom and care?


You can have the item now. But can you really afford it?

New payment plans make it easier to make large purchases now and pay over time. We can help you evaluate how your spending aligns with your broader financial goals.

cnbc.com New versions of layaway. Credit cards offering payment plans. There are more ways than ever to buy things you might not be able to afford.

The S&P 500 has grown top-heavy in recent years. Not since 2000 (17.0%) has the U.S. stock benchmark been so heavily weighted to just a few stocks, indicating that future gains/losses in the index could be contingent on the prospects of a handful of companies. #AmeripriseResearch

Being organized can save you time and money. Set a goal to become more organized in 2020 and take the first step to achieving all your goals! #nationalgetorganizedmonth

Your life goals are important to us. Let’s get in touch to make sure you’re on track to reaching your financial goals now and in the future.

I’m starting the new year with a commitment to helping local nonprofits kickstart their donation goals. Want to find out how you can help, too? #communitysupport

“There is nothing quite as potent as a focused life, one lived on purpose.” – Rick Warren, Author of A Purpose Driven Life. What steps are you taking to live a purposeful life?

National #financialwellness month is a good time to focus on the financial health of your employees and help them accomplish their financial goals. We’re here to help.

For those age 70 1/2 and older, there’s a new tax-advantaged way to help support your favorite charity. Learn more.

Abby made her second visit to the office today. How she has grown! But she needs to work on some vocal manners. Photo credit JG

Americans are living longer than ever before. Are you financially prepared for a long retirement? We can help lay out your expectations and make the most of your retirement.

Happy Birthday to YOU, KP! Baker of cookies & cake pops and lover of all dogs and Disney. Enjoy this trip around the sun.

A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.

Local nonprofits doing good in our community need all the support they can get. I help nonprofits by helping their members. If you’re interested to learn how, let’s talk. #communitysupport


3 ways to organize your financial life in the New Year

The new year is a great time to review your finances. Here are three steps we can discuss to help keep your financial goals on track in 2020.

ameripriseadvisors.com Consider these steps as you review your finances this month.


Power of compounding

It pays to start saving for retirement as soon as possible. Over time, even small contributions can grow a substantial amount. Let’s talk about what you can do now to reach your goals.

ameriprise.com Saving now can help your money grow significantly over time.


Tax statement mailing dates

Here’s when you’ll receive your tax statements from Ameriprise based on the types of accounts and investments you own.

ameriprise.com Here’s what to expect and when.

Planning can turn dreams into realities. Let’s talk about what’s most important to you and how setting and tracking your financial goals can help achieve them.


Raising financially savvy kids

Teaching kids about money can help them learn how to save, spend, and grow their money wisely. Consider these six strategies to help give them hands-on experience.

ameriprise.com Find out how to teach kids about money so they can be financially responsible in life.


Investors Need to Not Overreact as Markets Sort Out Latest Geopolitical Crisis | Ameriprise Newsroom

Geopolitical news sent stock prices downward despite starting the year at a record high. Ameriprise Chief Market Strategist David Joy weighs in on investors’ response.

newsroom.ameriprise.com Historically, markets have recovered from geopolitical crises.

National Staying Healthy Month is a good time to remember healthy habits that help you enjoy life to the fullest, now and into retirement.

Savings, current income and loans can help pay college bills, but relying on these alone can be costly. We know the tips and tricks to help you save for your child’s education.


SECURE Act: How could it impact your retirement planning?

Learn more about three key changes that take effect Jan. 1, 2020. We are here to help you understand what the SECURE Act means for you and provide personalized advice for your situation.

ameripriseadvisors.com The Setting Every Community Up for Retirement Enhancement — the SECURE Act — was signed into law Dec. 20, 2019, with many provisions taking effect Jan. 1, 2020.

Wishing you joy and prosperity in 2020.


Financial planning and investment advice during job transition

If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. We can help you understand your options and make an informed decision.

ameriprise.com Make these important decisions during your job transition to help position you to meet your future career and retirement goals.

Warmest thoughts and best wishes for joyous holiday time spent with family and friends.


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.

money.com Setting limits is key.

How have you persevered in your life?


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.

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

A little holiday cheer from the our amazing administrative team. Merry Merry!

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?


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.

usatoday.com The Federal Reserve signaled it won’t raise interest rates for the time being, a potential boon for first-time homebuyers 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.

newsroom.ameriprise.com The U.S. and China agreed on phase-one deal that avoided new tariffs and rolled back some existing ones.

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4801 Cox Rd, Ste 202
Glen Allen, VA

Opening Hours

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