Dustin Smith, Ameriprise Financial Advisor

12/11/2023

Have you considered the impact long-term care costs could have on your ability to live the life you’ve planned? Let’s talk about it. There are solutions that can help you be prepared for what may lie ahead.

11/16/2023

Are you comfortable with how and to whom your wealth will pass to? I can create a plan that includes a solution to help give you more control over what you pass on.

10/26/2023

How much of your lifestyle would have to change if sickness or injury prevented you from earning an income? There are solutions that can help protect your lifestyle. Let’s talk about it.

10/19/2023

“Importantly, we see economic activity normalizing meaningfully over the next few quarters. What companies have to say about the evolving demand backdrop, their views of the business environment moving forward, and how they plan to maintain profitability levels in the face of slowing growth and higher interest rates will likely be the essential factors to watch as investors dissect the current earnings season.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

10/13/2023

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

10/10/2023

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

10/07/2023

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

10/05/2023

Keep your financial goals moving in the right direction with a solution for growing wealth and protecting loved ones. Let’s talk about the possibility.

10/02/2023

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.

10/01/2023

Parents, what’s one financial lesson you want your kids to learn?

Set your children up for success.

09/29/2023

Dreaming of a vacation home? Owning additional property might be more attainable than you think. Together, we can prioritize the investment in the context of your lifestyle and financial goals.

A second home can make sense for your portfolio.

09/27/2023

Wedding season is upon us. If you or a family member are getting married this year, check out these tips for saving on costs.

The most weddings since 1984 are expected to take place this year. If you're getting married, there are ways you can trim higher costs.