Angie McCarthy

07/22/2026

Don’t settle for a one‑size‑fits‑all approach to financial planning.​

As a CFP®️ professional, I help individuals and families build personalized, holistic plans designed to support confident decisions today and long‑term financial goals
for the future.​

If you know someone who could benefit from working with a CFP®️, feel free to share my contact information — or have them reach out directly.

07/21/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

07/20/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

07/19/2026

If happiness had a flavor, it might taste like your favorite ice cream. This National Ice Cream Day, chase that ice cream truck, share treats, and let yourself enjoy a carefree, sweet escape.

07/17/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

07/16/2026

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

07/15/2026

A remarkable career is built one day, one client, and one commitment at a time. Since 1992, Angie has embodied the values of Ameriprise through her dedication, leadership, and passion for helping others succeed. Congratulations on an extraordinary work anniversary and thank you for all you do! 🌟🎉

https://bit.ly/4vsg1k9

07/15/2026

Got something useful sitting unused? National Give Something Away Day invites us to pass it along and make generosity feel simple, thoughtful, and meaningful.

07/14/2026

If you’d like to explore whether alternative investments, like private credit, are appropriate for your unique situation, let’s connect. We can review your portfolio’s asset allocation and make sure it’s aligned to your risk tolerance, financial goals and time horizon.

Investor anxiety surrounding the private debt market is heightened.

07/13/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.