Jeannine Strand, CFP, CRPC, APMA

07/21/2026

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Use the tax code to your benefit for a loved one’s education.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.

07/15/2026

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

07/13/2026

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

I can help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.

07/10/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

07/07/2026

If paying for education – yours, a child’s or a loved one’s – is one of your financial goals, let’s review the strategies available to you.

07/04/2026

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

06/30/2026

An unexpected illness or injury can change more than your health. Disability income insurance helps provide a monthly benefit if you’re unable to work, so you can focus on recovery instead of financial stress. Planning ahead gives you more certainty when life takes an unexpected turn. Reach out if you’d like to start the conversation.

06/25/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and how the federal program works.

06/24/2026

Do you have a child attending college in 2025? If so, don’t miss the June 30 deadline to apply for aid. All families should consider applying - regardless of income. Read more about the FAFSA and how it works in this article on my website.

Plus, what to consider before your student applies for financial aid.