Lori Bean

07/13/2026

I'm excited to be traveling to our corporate headquarters in Minneapolis to work with our National Franchise Advisory Council.

For the past 3 years, I've been honored to offer my perspective as a field member to our corporate partners on work flow, technology, product offerings and client needs.

It's been exciting to see my input come to life on a number of corporate programs.

I look forward to working with my fellow field colleagues and seeing corporate partners!

07/10/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/08/2026

If you're about the head out on the summer road trip with your family in tow, here are some great activities to pass the time. Our family is extremely competitive, and we still play these games!

Apparently, there's an app for the license plate game!!

Enjoy and safe travels!

60+ road trip activities for kids to keep them occupied and make your road trip fun! These activities are geared for ages 3 and up, many of these family road trip activities are fun for adults too.

07/07/2026

I'm happy to announce that I recently completed the coursework for the Accredited Portfolio Management Advisor®️ designation.

The APMA®️ designation (Accredited Portfolio Management Advisor) is a financial credential authorized by the College for Financial Planning—a Kaplan Company that signifies expertise in the finer points of portfolio creation, augmentation, and maintenance.

On a fun note, I now have 21 letters after my 8 letter name! I'm going to need a bigger business card!

07/06/2026

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.

07/02/2026

I've always felt jello gets a bad rap.

I've made this dessert in rainbow colors in the past. People joked about it, then they tasted it and had a new respect for their favorite childhood dessert!

I think I'm going to try this!

What's your favorite 4th of July dessert?

This red, white and blue July Fourth Jell-O salad is cool, creamy and fruity, making it the dessert dazzler your party needs.

07/01/2026

We're halfway through the year-- is it time to utilize the "Super Catch-Up" provisions in your retirement plan?

More fun usage of AI!

07/01/2026

We're halfway through the year. If you're over 50, are you utilizing the catch- up provisions in your retirement plan?

06/29/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

06/25/2026

AI AI AI... it's all we hear about.

It makes you more efficient- it's a great resource...

But what about the fun stuff?

I recently did a closet purge and added some new suits to my wardrobe. For fun, I took pictures of my clothes and asked AI to assess and configure some outfits for me.

Not only did it make some great suggestions, it also took about 30 pounds off me and made my legs longer!

Okay, so it's not perfect... but it was a fun activity!