WellBridge Wealth

10/22/2026

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Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.

Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.

Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.

Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

10/20/2026

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Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/08/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. We can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

10/06/2026

Financial confidence starts with a plan.

We work closely with clients to build strategies that reflect their goals, adapt to life's changes and help them move forward with greater confidence.

10/01/2026

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Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

09/29/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why We're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.

09/24/2026

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Market leadership may be broadening beyond the Magnificent 7. Here’s how to identify new, high-quality investment opportunities in this evolving environment. And let’s connect if you’d like to put these insights into action.

How to invest in “the best of the rest.”

09/22/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. My team can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals. https://bit.ly/4hi4Kh5

3 key financial factors to consider before purchasing an investment property or dream vacation house.