Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits.  bit.ly/3RK0Z8Y

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

Sending warm wishes to you and yours this holiday season!

The first day of winter is here! What are you looking forward to this season?

Planning your financial goals for 2024? Get the latest on key themes to watch from the Ameriprise Investment Research Group. Reach out to discuss how these findings can help support you in the year ahead. #AmeripriseResearch bit.ly/4aoVyDv

Wishing you and yours a wonderful holiday season!

Wishing you a happy, healthy and bright year ahead. Happy New Year!

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

Wishing you a day filled with love and meaningful connections. Happy Valentine’s Day!

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

Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts. bit.ly/4adjqsV

Spring has sprung! What is your favorite sign of spring?

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

Saving is a habit, not a destination. In honor of #AmericaSavesWeek, let’s review your financial plan and make sure you’re optimizing your savings.