Angie McCarthy

06/03/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

05/31/2026

One smile can brighten a meeting, a message, or someone’s entire day. So don’t hold back, your smile might be doing better than you realize. Happy Smile Day!

05/29/2026

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. Reach out to start building a plan that supports both your financial and emotional well-being.

05/28/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

05/27/2026

Need support to grow and preserve your business equity? Now is the time to make that value work for you. We can help you turn business equity into lasting personal wealth.

05/26/2026

As the midterm elections draw closer, here’s a helpful overview of how stocks may behave this year. And if you’re concerned about the potential impact on your investment portfolio, let’s connect.

5 midterm market trends to watch — and what it means for your portfolio.

05/25/2026

In remembrance of the heroes who gave everything so others could live free. Today, on Memorial Day, we think of all those who answered the call of service with bravery.

05/22/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

05/21/2026

We had the privilege of cooking for families at the Ronald McDonald House—making chicken enchiladas for those staying while their children are in the hospital. Grateful for the opportunity to give back in a small way. Here’s the recipe if anyone wants it:

White Chicken Enchiladas-
8-10 flour tortillas (soft taco size)
2 cups of cooked shredded chicken
2 cups of shredded Monterey Jack cheese
3 Tbls of flour
3 Tbls of butter
2 cups of chicken broth
1 cup of sour cream
1 (4 oz) can of diced green chiles

Mix the chicken with 1 cup of cheese then roll up in tortillas and place in a
9x13” sprayed pan (seam side down).
Melt butter in a pan over medium heat then whisk in the flour and cook for 1
minute while stirring. Add the broth and whisk until smooth. Once the sauce
is thickened, turn off the heat and add sour cream and chilies and mix until all
combined. Pour the sauce over the enchiladas and top with the remaining cheese.

In a preheated oven to 350 degrees, bake for 20 to 25 minutes then broil a few
minutes to brown the cheese.

05/20/2026

We celebrated Sara’s birthday last week - the one who makes workdays better. We are grateful to have such a wonderful colleague on the team. Happiest Birthday to you Sara!