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 Ameriprise.com/social for more important disclosures and information.
[11/10/16] Did you know that you can contribute some or all of your required minimum distribution (RMD) through a qualified charitable distribution by the end of December? It will satisfy your annual RMD, and neither you nor the charity will pay income taxes. Let’s connect soon to discuss this important year-end tax strategy and others.
How much do you know about Social Security? Here’s a good reminder of why planning is so critical.
7 Things Everyone Gets Wrong About Social Security For starters, yes you can collect some of an ex-spouse's Social Security benefits.
[10/17/16] It’s National Retirement Security Week, which is a great reminder to review your retirement savings plan to make sure you’re on track to meeting your goals. Call my office to schedule an appointment.
For those with kids in college, changes to the FAFSA mean you can apply as early as Oct. 1 – with 2015 tax returns.
FAFSA changes: What you need to know to get the mo... The nationwide college financial aid form, FAFSA, has changed. That means you need to apply earlier -- as soon as October 1. Here's what you need to know.
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