Claudia Marban & Associates

07/20/2026

Becoming an empty nester can be a big emotional shift. The house may feel a little quieter, the calendar may look different and your priorities may start to change.

It can also be a meaningful time to revisit your financial plan.

With children becoming more independent, many parents begin thinking about retirement timing, future travel, helping with college costs, supporting adult children or what they want the next chapter to look like.

Planning during this stage is not just about what is changing. It is about what may be possible next.

What is one thing you are looking forward to, or have enjoyed, in the empty nester chapter?
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07/16/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

We encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

07/14/2026

July is National Savings Month, but for many entrepreneurs and families, saving is only the starting point. The bigger question is how your savings, investments, business interests, tax strategies and long-term goals work together.

Building wealth often takes discipline. Managing it thoughtfully requires ongoing planning.

What is one financial priority you are focused on in the second half of the year?
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07/11/2026

Last night was so much fun!

A big thank you to everyone who joined us for an evening of pickleball, tennis, and great company. It was wonderful to everyone come together, enjoy some friendly competition, and spend time connecting outside the office.

We can't wait to do it again!

07/10/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

We can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

07/09/2026

Sandy and Claudia recently treated their mom to a relaxing spa day, followed by beautiful scenic views overlooking the Mississippi River.

Family time has a way of reminding us to appreciate life's simple moments.

07/08/2026

Many conversations begin with an introduction.

We’re always appreciative of the trust that comes from being referred by clients and professional connections.

Relationships continue to be at the center of everything we do.

Claudia Marban is an Ameriprise Private Wealth Advisor serving the Frankfort, IL area. Get the personal financial advice you need to achieve your goals.

07/06/2026

Fraud and cybersecurity are important topics for individuals and families at every stage of life. Scammers are becoming more sophisticated, using emails, text messages, phone calls and even artificial intelligence to make their requests look and sound more legitimate.

A few reminders to help protect your information:
• Be cautious before clicking links or opening attachments
• Verify requests for money or personal information through a trusted phone number
• Use strong, unique passwords and multifactor authentication when available
• Take your time before responding to urgent financial requests

When something feels off, it is worth pausing and double-checking. A few extra minutes can make a meaningful difference.

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07/04/2026

Happy Independence Day! Today we celebrate the freedom, traditions and communities that make this country so special.

From all of us at Claudia Marban & Associates, we wish you a safe and happy Fourth of July filled with family, friends and time well spent.

07/03/2026

In observance of Independence Day, our office will be closed Today -- Thursday, July 3.

We hope you enjoy a wonderful holiday weekend filled with family, friends and time to celebrate.

We will resume normal business hours on Monday!