Barry Forman, Financial Advisor

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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Market volatility can often be uncomfortable. To help provide some perspective on today's market activity, read today’s After the Close from .

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Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

History suggests oil shocks hurt most when they last Get more expert insights by reading the latest Weekly Market Perspectives.

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.

Even if you’ve hit your contribution limits, there are strategies to help you keep saving in a tax-efficient way. Reach out today to discuss your options.