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, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and 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. That’s why now, more than ever, you need a plan. Areas of Focus: Retirement Planning, Estate Planning Strategies, Charitable Giving, Domestic Partner Planning, Women's Financial Strategies, Small Business, and Employee Stock Options. Working Together: 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. 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 you deserve immediate attention. A list of future dreams and financial goals you would like to achieve including both short- and long-term goals. Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience. 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 #0C46262 AR Insurance #260020
This week's recipe to try is: Watermelon Fire & Ice Salsa
3C chopped Watermelon, 1/2C chopped green bell pepper, 2T lime juice, 2T chopped fresh cilantro, 1T chopped green onion, 1T chopped Jalapeno pepper, 1/2t garlic salt
In a large bowl, combine the watermelon, green bell pepper, lime juice, cilantro, green onions, jalapeno & garlic salt. Mix well & serve with some chips. Enjoy!
Are you thinking about trading in your day job to set out on your own? We can help you set financial goals as you prepare for your new business venture.
ameriprise.com Start with these important financial considerations.
If you own a small business or plan to start one, let’s talk about your goals and make sure you have the professional resources you need for success. #SmallBiz
Now that 2018 tax season has ended, it may be a good time to take another look at your withholdings. Talk with your tax advisor about what you can do now to help lower your 2019 tax bill.
usatoday.com You filed your 2018 tax return. Don’t stuff it in a file cabinet just yet. Review it to uncover steps you can take now to lower your 2019 tax bill.
Unexpected health issues may cause some people to retire earlier than expected. Learn what you can do to help prepare.
barrons.com Suffering a sudden health scare can force someone into retirement earlier than expected. There are ways, though, to prepare for this possibility and make sure you stay financially secure.
Have you thought about where you’ll live in retirement? Together, we can talk through different scenarios and discuss the impact each could have on your financial goals.
ameriprise.com Review these tips to help determine what type of retirement housing is best for you.
Expressing love and gratitude to all mothers today. Happy Mother's Day!
This week's recipe to try is: Cheddar Ranch Dip
1(16oz) container sour cream, 1(1oz) package dry Ranch-style dressing mix, 1(3oz) can bacon bits, 1C shredded Cheddar cheese
In a medium bowl, thoroughly blend the sour cream & ranch-style dressing mix. Mix in the bacon bits & Cheddar cheese. Chill in the refrigerator 20 mins or longer before serving. Enjoy it with some chips and let us know what you think!
We have a birthday in the office today. Happy Birthday to Mike Franke! We hope you have a great birthday! :))
Let’s connect to make sure you are taking advantage of important financial milestones as you work toward your retirement goals.
ameriprise.com Being aware of these age milestones can help ensure you’re prepared for the future.
More than any other generation, millennials want to help their kids pay for college, according to the Ameriprise Modern Money study. Learn what experts say about the impact this could have on saving for retirement.
cnbc.com Millennials, more than any other generation, want to help their kids afford college. But financial experts say that paying for your children's college at the expense of your retirement is a mistake.
Nearly 80 percent of parents give some financial support to their adult children, according to Age Wave. Learn what you can do to balance saving for retirement while supporting your kids.
barrons.com Parents are spending $500 billion a year supporting their adult children—more than twice the amount they’re saving for retirement. How to help your kids without imperiling your golden years.
This week's recipe to try is: Sausage Stuffed Jalapenos
1lb. ground pork sausage, 1(8oz) package cream cheese, 1C shredded Parmesan cheese, 1lb large fresh jalapeno peppers, halved lengthwise and seeded, 1(8oz) bottle Ranch dressing.
Preheat oven to 425F. Place sausage in a skillet over medium heat & cook until evenly brown. Drain grease. In a bowl, mix the sausage, cream cheese & Parmesan cheese. Spoon about 1T sausage mixture into each jalapeno half. Arrange stuffed halves in baking dishes. Bake 20 mins in the preheated oven, until bubbly & lightly browned. Serve with Ranch dressing. Let us know what you think!
Millennials are getting more financial support into adulthood than past generations, according to the Ameriprise Modern Money study. Learn more about how this generational shift is having an impact on home ownership.
cnbc.com A recent survey from Ameriprise found that nearly 1 in 3 older millennials with $100,000 to invest received financial help from their parents to purchase their first home.
Today is Megan's last day with Franke Miller Group! We are very sad to see her leave but we wish her all the best on her new journey. We'll miss you Megan!
Here are themes likely to shape markets in the coming months.
ameripriseadvisors.com March’s inverted yield curve sparked concerns over a recession, but should investors be concerned? Read about this and more in our latest market update.
If you’re looking for ways in boost your portfolio’s income potential, it may be time to pack your passport.
ameripriseadvisors.com Despite market fluctuations, companies globally generated record dividend payouts across many regions last year. Learn what could be in store for 2019.
Discover ways to put your refund to good use – and connect with us for more ideas on how you can put it toward your financial goals.
ameriprise.com Discover ways to put the extra cash to good use.
Are you taking advantage of the perks offered by your employer?
realsimple.com Here’s how to take advantage of them.
This week's recipe to try is: Pizza Pasta
8oz rotini pasta, 1lb. lean ground beef, 1 small onion, 1 jar spaghetti sauce, 4oz sliced pepperoni sausage, 2C shredded mozzarella cheese
Preheat oven to 350F. Bring a large pot of lightly salted water to a boil. Add pasta & cook for 8-10 mins or until al dente; drain. In a medium skillet over medium-high heat, cook beef with onion until beef is brown. Drain. Combine beef mixture with spaghetti sauce, pepperoni & cooked pasta & pour into a 9x13 inch baking dish. Top with mozzarella. Bake in preheated oven for 30 mins, until cheese is melted & golden. Enjoy!
When you prepare for whatever life brings — both the expected and the unexpected – you feel more confident. Let’s talk about your goals and how you can achieve them.
Today’s parents are helping children more with financial milestones than past generations, according to the Ameriprise Modern Money study. If you’re assisting your kids, let’s talk about what you can do to stay on track to achieve your goals.
The Ameriprise Modern Money study reveals that parents today are helping children more with financial milestones than past generations. Learn how to stay on track with your financial goals and talk with your family about money.
ameriprise.com Learn how financial circumstances and attitudes towards money have evolved over time.
Rebalancing your investments could help you manage risk and stay on track toward your goals. Let’s talk about how it could work for you.
Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you.
Rolling over your 401(k) while still working could help you manage your retirement savings more effectively. Learn more about your options and let’s connect to discuss.
ameriprise.com Learn how in-service distributions could help you better manage your retirement savings.
This week's recipe to try is: Shepherd's Pie
1lb. lean ground beef, 1/2C chopped onion, 1/2C chopped celery, 1 can condensed vegetable soup, 1/2t dried thyme, 3C mashed cooked potatoes, 1C shredded Colby longhorn cheese
Preheat oven to 350F & lightly grease a 2 quart baking dish. In a large skillet over medium-high heat, stir & cook ground beef, onion & celery until juices run clear. Drain. Pour mixture into baking dish with vegetable soup & thyme; stir well. Spread mashed potatoes on top. Bake 20 mins. Sprinkle shredded cheese on top & bake 5 mins more, or until cheese has melted. Let us know what you think!
More than half of millennials say it’s more acceptable to talk about money today than it was a decade ago, according to the Ameriprise Modern Money study. Learn how financial attitudes and actions are shifting among investors.
Can you spot a financial scam? Learn the red flags of the most common types of fraud.
ameripriseadvisors.com Every year, thousands of people fall prey to financial scams. Learn what to watch out for and how you can protect yourself.
Owning a pet can get even better with age. A new poll suggests that retirees in particular can benefit from an animal companion.
marketwatch.com The National Poll on Healthy Aging finds that pets fetch health benefits for older adults — but there’s some risks, too.
Putting a plan in place could go a long way toward having financial peace of mind – and helping you reach your goals.
cnbc.com Despite more confidence among retirement savers, their ability to put away enough ranks as the top personal finance concern, a CNBC survey finds.
It's Tax Day! Don't forget to get your taxes filed today!
This week's recipe to try is: Smokey Grilled Porkchops
1T seasoned salt, 1t ground black pepper, 1T garlic powder, 1T onion powder, 1T ground paprika, 2t Worcestershire sauce, 1t liquid smoke flavoring, 4 bone-in pork chops
Preheat an outdoor grill for medium heat & lightly oil the grate. In a bowl, mix together the seasoned salt, black pepper, garlic powder, onion powder, paprika, Worcestershire sauce & smoke flavoring until thoroughly combined. Rinse pork chops & sprinkle the wet chops on both sides with the spice mixture. With your hands, massage the spice rub into the meat; allow to stand for 10 mins. Grill the chops over indirect heat until no longer pink inside, about 12 mins per side. An instant-read thermometer should read at least 145F. Allow chops to stand for 10 more minutes before serving. Let us know what you think!
Millennials over 30 took the brunt of the Great Recession, while younger millennials entered a better job market and became risk-averse by watching the recession unfold.
businessinsider.com Millennials have their own generation gap thanks to the Great Recession, and it has affected each group's financial behavior.
Talking about money with family is not always easy. Use this conversation checklist to guide financial discussions with your loved ones.
ameripriseadvisors.com Start the conversation about family finances today with these simple steps. Plus, learn how an advisor can help guide you through family financial planning.
[04/10/19] Families who openly discuss financial topics like estate planning feel more confident, according to the Family Wealth Checkup study from Ameriprise (https://bit.ly/2TOrNmP). Celebrate #NationalSiblingsDay by reaching out to your family members to start the conversation.
We have a birthday in the office today. Happy Birthday to Rick Yoder! We hope you have a great birthday! :))
Volunteering in retirement could allow you to tap into your skill set while providing personal fulfillment. Let’s discuss how you can achieve your financial goals and give back when you retire.
ameripriseadvisors.com Ameriprise Advisors - Franke Miller Group in West Des Moines, IA
Solid environmental, social and governance practices may help companies outperform peers. Learn how ESG may benefit your portfolio.
ameripriseadvisors.com Learn how ESG investing uses environmental, social, and governance criteria to create social impact and drive investment returns.
It can pay — literally — to know the Social Security rules.
ameriprise.com Social Security rules can be complex and confusing. Make sure you know the benefits you’re entitled to receive.
Whether you’re saving for college, a new home, a wedding or even a dream vacation, setting specific goals could potentially change your financial behavior for the better.
thestreet.com While some financial planners favor looking at overall returns, others see value in dividing up pools of money depending on the goals involved.
We're closed today!
We hope you have a great April Fools Day!
This week's recipe to try is: Honey Grilled Shrimp
1/2t garlic powder, 1/4T ground black pepper, 1/3C Worcestershire sauce, 2T dry white wine, 2T Italian-style dressing, 1lb. shrimp peeled and deveined, 1/4C honey, 1/4C butter, skewers
In a large bowl, mix together garlic powder, black pepper, 1/3 cup Worcestershire sauce, wine & salad dressing; add shrimp & toss to coat. Cover & marinate in the refrigerator for 1 hour. Preheat grill for high heat. Thread shrimp onto skewers, piercing once near the tail & once near the head. Discard marinade. In a small bowl, stir together honey, melted butter & remaining 2T Worcestershire sauce. Set aside for basting. Lightly oil grill grate. Grill shrimp for 2-3 mins per side, or until opaque. Baste occasionally with the honey-butter sauce while grilling. Enjoy!
Your goals are unique – and personalized financial advice may help you achieve them. Let’s schedule some time to talk.
An Ameriprise financial advisor takes the time to understand what’s truly important to you. Working with an advisor, you’ll receive personalized financial ad...
Ameriprise Research: The yield curve inverted, now what? Inversions can indicate trouble ahead, but not every inversion is followed by a recession. There are risks to consider, but we believe investors should take a cautious yet optimistic view of unfolding conditions.
We have a birthday in the office today. Happy Birthday to Garrett Miller! We hope you have a great birthday! :))
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