Waterfront Wealth Management

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Waterfront Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

Rufus Cressend - Private Wealth Advisor CA Insurance

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There are financial tasks that can sit on a to-do list for months because nothing seems urgent, until you need an old st...
10/20/2026

There are financial tasks that can sit on a to-do list for months because nothing seems urgent, until you need an old statement, notice a charge you forgot about, or realize your information is out of date.

Reviewing old accounts, checking beneficiaries, organizing important documents, and looking ahead to renewals can help you keep track of the details that are easy to overlook.

What's one financial task you've been meaning to get around to?

A paycheck can have a lot of demands placed on it: covering everyday expenses, paying down debt, building savings, enjoy...
10/19/2026

A paycheck can have a lot of demands placed on it: covering everyday expenses, paying down debt, building savings, enjoying life, and preparing for future goals.

The difficult part is that these priorities can all matter at the same time. Putting more money toward one may mean having less available for another.

Changes in income, expenses, and personal circumstances can shift that balance, too. Seeing the full picture can help make those trade-offs easier to understand.

A lot of financial decisions happen outside the moments when we're actively thinking about money.Choosing where to live,...
10/16/2026

A lot of financial decisions happen outside the moments when we're actively thinking about money.

Choosing where to live, how to get around, how often to travel, and which conveniences become part of your routine all influence your ongoing expenses.

These choices also contribute to the life you're building. Understanding their financial impact can help you see how your day-to-day lifestyle fits into your broader financial picture.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/14/2026

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

One hundred dollars can mean groceries, a car repair, a night out, a little breathing room, or progress toward a much bi...
10/12/2026

One hundred dollars can mean groceries, a car repair, a night out, a little breathing room, or progress toward a much bigger goal.

What that amount makes possible depends on the expenses, responsibilities, and priorities someone is balancing at the time.

It's a useful reminder that a dollar amount rarely tells the whole story of someone's financial situation.

“I deserve it” is a pretty powerful spending trigger.It can show up after a stressful week, a promotion, a difficult mil...
10/08/2026

“I deserve it” is a pretty powerful spending trigger.

It can show up after a stressful week, a promotion, a difficult milestone, or months of sticking to a savings goal. And sometimes, spending money to celebrate something meaningful is exactly what you intended to do.

The interesting part is noticing when the reward starts becoming automatic, especially when every stressful day or personal win comes with a purchase.

Being tired can change the way we spend.Delivery, convenience services, last-minute purchases, and effort-saving upgrade...
10/06/2026

Being tired can change the way we spend.

Delivery, convenience services, last-minute purchases, and effort-saving upgrades can all have real value, especially when time and energy are limited. The interesting part is noticing which purchases are occasional solutions and which ones have quietly become part of the routine.

Lifestyle inflation can happen without a dramatic change in spending.A few upgrades, higher recurring costs, and new exp...
10/05/2026

Lifestyle inflation can happen without a dramatic change in spending.

A few upgrades, higher recurring costs, and new expectations can gradually change what feels “normal” each month. Paying attention to those shifts can give you a clearer picture of where your money is going.

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Ma...
10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

Address

Metairie, LA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15048891704

Website

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