Kathy E Schneider, CFP, CDFA

03/12/2026

I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. This recognition reflects my commitment to serving clients like you. Thank you for your trust and loyalty!

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04/09/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

02/28/2025

I am are excited to share that I been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors.

12/23/2024

Despite becoming increasingly selective, household spending has been durable. This could be due to a theory called the Lipstick Effect. Here’s what you need to know.

Why consumer spending is resilient amid high prices.

10/29/2024

Scammers have become more sophisticated. What are you doing to protect yourself and your family? Reach out if you'd like to see how you can guard against today’s scammers.

10/06/2024

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

09/12/2024

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

09/08/2024

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

09/05/2024

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

08/29/2024

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y