Financial Advisor at 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 www.ameriprise.com/social for more important disclosures and information.
A new year means new beginnings. Start your financial year off right by reviewing your goals and making sure your investments are on track.
Learn more about three key changes that take effect Jan. 1, 2020. I want you to 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.
If you’re changing jobs, you may need to decide what to do with your 401(k) from your prior employer. I 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.
Have you contributed to a 529 plan yet? 529 plans are commonly referred to as “the 401(k) of education savings,” this popular education investment tool allows earnings to grow federally tax-deferred. Many states offer tax breaks as well, including deductions for contributions and tax-exempt distributions used for qualified expenses. Anyone can invest in a 529 — from grandparents to kids wanting to pitch in on their education.
The best part? Distributions aren’t taxed at the federal level, and in most cases at the state level, as long as they’re spent on qualified education expenses.
ameripriseadvisors.com Maintaining your children’s education fund and staying on track for retirement is a balancing act.
It’s not too late to save on your 2019 taxes. We can join a conversation with your tax professional to discuss investment strategies to help lower your tax bill.
ameripriseadvisors.com It’s not too late to reduce your 2019 tax bill. Here are four ideas that can help you.
[12/05/19] 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.
This is a big deal, if you have an HSA make sure you are taking advantage of the benefits. Message me to set up a time to talk if you have questions!
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.
So happy for Miss Catie Doucette!
We're wishing a HUGE congratulations to Catie! She has been balancing studying and working effortlessly for the past 6 months and has officially passed the SIE, Series 7, and Series 66 exams to satisfy her licensing requirements! We are so thrilled for her and cannot wait to see what all she accomplishes in the near future. You're a rockstar, Catie!
P.S. It is a tradition on Wall Street to have your tie cut after you pass these exams so Christina and Catie are recreating that in the video below!
Planning now for cash flow in retirement can help ensure you have a steady income. I can help you think through a cash flow strategy that meets your needs.
After age 59½, you have more options to manage your retirement savings. Let’s talk about whether an in-service distribution from your 401(k) account could make sense for you.
When it comes to retirement planning, I believe it’s important to ask the right questions to make sound decisions. Let me know what questions are on your mind!
Are you taking advantage of the perks offered by your employer?
realsimple.com Here’s how to take advantage of them.
Learn about uncommon money hacks super savers are using to reach their goals of retiring early.
cnbc.com Some Americans ages 45 and up are managing to save $1 out of every $5 — and retiring earlier. Here's what they're doing differently from the average investor.
Merry Christmas! Here’s to hoping we see less red and more green in the market in 2019. 😉🎄
U.S. stocks opened sharply higher Wednesday after the midterm elections. Ameriprise Chief Market Strategist David Joy weighs in on how investors are reacting.
usatoday.com Stocks rose after the midterm vote, which resulted in a divided Congress after the Democrats won back the House. The outcome was expected by investors.
While volatility can be unnerving, the markets have historically always rebounded. Experts recommend looking at a broader picture keep things in perspective.
usatoday.com Advice on how to keep stock market losses in perspective and stick to your financial plan.
It’s open enrollment time for many employers. I can help you evaluate your current coverage levels to determine if they still make sense for you and your family in the coming year.
The severity of any market drop needs to be put into the proper perspective. Learn the measurements Wall Street professionals use to define the intensity of a market drop from a recent high.
usatoday.com When the stock market turns rocky, it's good to know the difference between a pullback, correction or bear market. It provides needed perspective.
dnr.state.mn.us Minnesota State Parks and Trails will keep you current with Minnesota's fall colors! Find and share photos, view maps, and learn where to find peak foliage.
Being well-prepared for the expected and the unexpected in life can help you rest easier. Let’s plan your confident financial future together.
A comprehensive approach to planning can help you reach your goals in life – and be prepared for unexpected opportunities.
How confident are you that you'll be prepared to cover health care expenses in retirement? We can help factor health care costs into your overall strategy.
[06/20/18] 529 plans aren’t just for college savings anymore, due to new tax legislation. Now you can put money into a 529 plan for eligible K-12 education tuition. Let’s discuss your options.
Organizing your financial documents can help make managing your finances easier. Try these tips, and call me with any questions.
ameriprise.com Learn how to organize your financial accounts for your peace of mind or for your beneficiaries.
Invest effort into your savings plan and investment portfolio as you would plant seeds in your garden.
[06/07/18] Owning a successful business takes planning and perseverance. We can help you develop a tax strategy, synchronize your personal and professional goals, and develop a business succession plan.
Christina Asmus Financial Advisor
With financial wellness, the secret to success is being diligent – like regularly tracking your progress toward retirement and savings goals.
Ameriprise Research: Consumers approach the holiday season in the best mood in 14 years, likely positive signal for consumer spending.
Double your impact in the fight against hunger. Give to Feeding America now through Thanksgiving, and Ameriprise will match your donation up to $250,000. Visit www.supportfeedingamerica.org/Ameriprise.
You will be able to save more in your 401(k) in 2018. Here’s what you should know.
money.cnn.com You'll be allowed to contribute up to $500 more to your 401(k) next year. The IRA contribution limit will remain at $5,500.
People are living longer, which means you may need to save more to match your lifespan. We/I can help you plan for your full retirement.
Focusing on the positives in life can help you be more productive. How do you practice positivity?
cnbc.com Albert Einstein and Alibaba's Jack Ma have used it.
This time of year, your employer may give you the option to enroll in or make changes to health insurance plans during open enrollment. Taking time to evaluate your options can help you ensure the right amount of coverage.
ameriprise.com Here are some considerations for evaluating your health care insurance needs for next year.
Helping your adult kids? Consider a thoughtful investment strategy designed to deliver reliable income without impacting your lifestyle.
[09/21/17] Tea time with the ladies!
[09/18/17] It seems countercultural, but we should use debt with great caution, eliminating and minimizing whenever possible. What steps have you taken to get rid of your debt?
What are you working on today to improve your future?
Equifax breach information!
What the Equifax breach means to White and Associates clients.
1) The breach doesn't directly involve Ameriprise, but it may affect clients in general, as stolen information may be used to attempt to gain access to accounts.
2) Equifax has established a dedicated website to help consumers determine if their information has been potentially impacted. https://www.equifaxsecurity2017.com/
3) To better protect your Ameriprise accounts, sign up for email and text alerts within the Communications Preferences section of the secure site and verify that your email address is current. You can also receive these alerts via text message if you register your mobile phone on the secure site.
4) Monitor your credit and check your transactions on a regular basis for suspicious activity.
[09/12/17] Providing for our families and protecting them from the unexpected is a key aspect of stewardship. When’s the last time you reviewed your protection strategies?
[09/07/17] One of the most difficult principles to learn is contentment. Have you given thought to the question, “How much is enough?”
The most rewarding part of an accomplishment is looking back at all the hard work it took to get there.
Looking to help? Here’s a guide for those outside the affected area of Hurricane Harvey.
forbes.com Looking to help out after Hurricane Harvey? Here are some tips to get started, including how and where to donate, as well as what you need to know to claim a tax deduction.
Preparing to move? Don’t forget to add these insurance items to your to-do list:
ameriprise.com Car and home insurance coverage can change significantly when you move to a new home. Ask these 4 questions to find out what insurance policy changes you may see when you move.
[08/29/17] What will be your life’s message to your children? Your grandchildren? Your great grandchildren? Let’s discuss your estate plan and begin writing your message today.
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