EBA Wealth Strategies

The Top Money Moves To Make for Each Generation

Financial advice is not one-size-fits-all – especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.

gobankingrates.com Each generation has their own financial needs.

“Leaders who refuse to listen will eventually be surrounded by people who have nothing helpful to say.” - Andy Stanley, Senior Pastor of North Point Community Church

Are you considering tax-efficient opportunities to grow and protect your retirement assets?

I recognize the contributions of American women who have made history, broken barriers and changed the country for the better. #womenshistorymonth

Early retirement tax strategies

From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.

ameripriseadvisors.com If you’re in the early stages of retirement, recent 2018 tax changes may benefit you. Learn about retirement tax planning strategies to reduce your tax bill.

Did you know financial education can help communities thrive? Ask me how. #communitystrong

Insurance solutions later in life

Life insurance solutions can do more than provide income to loved ones when you pass away. Let's discuss how you can use life insurance to help you achieve some unexpected financial goals.

ameripriseadvisors.com Learn how life insurance can do more than provide financial support for your beneficiaries.

Giving back to communities in a time of crisis | Ameriprise Newsroom

Ameriprise is committed to meeting immediate needs in the communities where we live and work. Learn about newly announced grants and how the firm is connecting employees and advisors to volunteer opportunities.

newsroom.ameriprise.com Ameriprise, its employees and advisors support the communities where we live and work.

2020 brought many ups and downs. Have your financial goals changed? Let's review and update them to keep you on track in 2021.

Here's how a 529 savings plan can do more than just help you pay for college

529 plans aren’t just for college savings anymore — and the added benefits may be useful during the COVID-19 crisis. Let’s discuss your options.

cnbc.com A 529 savings plan can do more than just help you pay for college — and those benefits could come in particularly handy during the coronavirus crisis.

Dispelling 5 common retirement myths

When it comes to retirement, many people have preconceived notions. Let me help you navigate retirement planning with objective information and personalized advice.

ameripriseadvisors.com Here are insights to dispel five persistent myths about retirement.

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

Healthcare costs are rising - and are likely to increase as you get older. Together, we can plan for the cost of healthcare in retirement.

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

Planning for unexpected medical costs

From long-term care insurance to a health-savings account, we can explore numerous options to protect your income and retirement savings, even if illness or injury results in unexpected expenses.

ameripriseadvisors.com Here are three topics to think about when planning for medical expenses.

An aging U.S. population means that an increasing number of Americans will qualify for Medicare each year. The enrollment process itself can be complicated and confusing. Let’s connect to discuss the available options and resources.

Love Thy Neighbor Now

Now is the time to reach out to one another. Instead of just saying, “do you need help?", here are 10 ideas on something specific you can offer.

nextavenue.org 10 ways to be helpful to others during coronavirus.

Need to Get Outside? These 5 National Parks Offer Virtual Tours You Can Take From the Comfort of Home

Seeking a different view this weekend? Explore five national parks with these virtual tours.

travelandleisure.com Google Arts & Culture has teamed up with five national parks in the U.S. so people can enjoy the beauty of the natural world while sitting safely on their couch. These parks feature different climates and environments from across the country, including famous desert vistas and snowy terrains.

Reaching goals can require inner strength, courage and dedication. How do these attributes help you stay on track toward your goals?

If you’re saving for a new deck, an upgraded kitchen or any other home improvement project, I can help you plan to achieve these goals.

Best Virtual Tours You Can Experience From Home Now

Eagerly awaiting your next adventure? Virtually explore these seven unique destinations.

realsimple.com If you’ve already exhausted all the virtual workouts and concert options out there, here are seven of the most unique offerings out there that you can mentally teleport to—all from the comfort of your couch.

9 Money Secrets of Happy Couples

Money can be a major source of conflict in any relationship – but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.

realsimple.com Practice good couple finances with these money secrets from happy couples. How you spend, how you save, and how you share and manage the household income can influence a lot more than just paying the bills. Whether you’re married or partnered up and living together, here’s how to handle budgetin...

Caring for aging parents

Whether you’re currently a caregiver or want to be prepared for the possibility, we can help you navigate the financial implications.

ameripriseadvisors.com Help ensure your loved ones age in comfort while still protecting their estate – and your assets.

The days are getting shorter, which means more driving in the dark. Here’s how to make the roads safer at night.

The Most LGBTQ-Friendly Places to Retire Overseas

Are you considering moving abroad during retirement? From Tel Aviv to Taipei, here are some of the most LGBTQ-friendly retirement destinations around the globe.

money.usnews.com These gay-friendly countries offer opportunities for fun and adventure abroad.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track toward your goals, even in uncertain times.

Even the most successful professionals benefit from professional financial advice. Let’s talk.

Get the personalized advice you need to envision and build a confident financial future.

Setting financial goals may seem daunting in times like these but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals.

We all do what it takes to protect our loved ones. I can help you do what it takes to protect your family’s financial well being too.

This is the biggest money lesson kids will learn during the coronavirus pandemic

The economic impacts of COVID-19 may have a hidden impact on children — it may help them develop a money mindset earlier.

cnbc.com Children are witnessing a pivotal moment in history. Here's what they may learn about money, and what you can do to help.

It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.

EBA Wealth Strategies is delighted to announce that Mike Powers has joined us a Financial Planning Specialist

Before you retire, consider health insurance for the types of care that Medicare doesn’t cover. Let’s connect to talk about how you can make the most of your benefits.

5 financial mistakes to avoid in retirement

Underestimating medical expenses is one common financial mistake in retirement. Learn how Medicare doesn’t cover the costs of dental, vision or assisted living care.

ameripriseadvisors.com Find out how your financial advisor can help you avoid common setbacks.

Will stocks persist to new highs?

There has been an added wave of investor optimism this year. What could it mean for stocks and bonds? Ameriprise Global Market Strategist Anthony Saglimbene discusses four investor themes to watch.

ameripriseadvisors.com What factors will influence the market's trajectory in 2021?

Shopping local is one way to sustain our favorites shops. If you’re looking for new ways to show your support, I can help. #strengthinneighbors