Adelson Group

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

We're proud to share that Ameriprise Financial was named one of Newsweek’s 2026 America’s Greatest Workplaces for Women – a great reminder of the meaningful contributions women make throughout our firm every day!​

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

Happy 529 Day!

529 plans aren’t just for college savings anymore. Learn how this powerful tool can help you save for your child or grandchild's education expenses.

Why 529 plans are a popular way to save for college expenses Learn the ins and outs of 529 plans.

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

Tips to stay invested during market volatility How to maintain a long-term perspective during periods of heightened volatility.

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

What to expect from markets during a midterm election year 5 midterm market trends to watch — and what it means for your portfolio.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to us and let’s talk about your goals.

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

4 reasons you should review your Medicare options every year Why should you revisit your Medicare benefits during open enrollment?

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

What to do when facing the loss of health coverage Find out how to address your health care needs in the event of a coverage gap.