Vicki L. Marsh CRPC

Vicki L. Marsh CRPC Financial Advisor at Ameriprise Financial Services, LLC

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An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
11/01/2024

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
10/28/2024

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
10/25/2024

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
10/22/2024

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allow...
10/18/2024

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://...
10/16/2024

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass ...
09/06/2024

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

What goals have you set to create a happy and healthy life for you and your loved ones?
09/04/2024

What goals have you set to create a happy and healthy life for you and your loved ones?

09/02/2024

Wishing you a safe, fun and relaxing Labor Day.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals ...
08/14/2024

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

08/13/2024

Big Tech has been a key driver of stock prices in 2024. When might more S&P 500 Index companies, industries and sectors begin to contribute? Ameriprise Financial Chief Market Strategist Anthony Saglimbene weighs in.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don...
08/07/2024

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

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4605 E Galbraith Road Suite 190
Cincinnati, OH
45236

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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