Beyond Wealth Advisors

10/26/2026

Market losses can be difficult, but they may also create a tax-planning opportunity.

Tax-loss harvesting can help offset realized gains by selling certain investments at a loss.

It’s a strategy that works best when considered within your overall investment plan, tax situation and long-term goals.

Potentially turn investment losses into tax-savings opportunities with this tax strategy.

10/23/2026

A big thank you to our amazing clients and their families for joining us at our Family Fall Festival at Niederman Family Farms! 🍂🎃🍁

From delicious food and hayrides to navigating the corn maze and enjoying all the fun fall activities, it was a wonderful evening spent making memories together. We are grateful for the opportunity to celebrate the season with such an incredible community.

10/20/2026

A lot of people think Required Minimum Distributions are only about rules, but they are really about timing and peace of mind. Knowing when they start and how they fit into your bigger picture can make the year feel far less overwhelming. It turns a confusing obligation into something you can actually plan around. That shift matters more than most people expect. Confidence often comes from understanding the basics before the deadline shows up. Sometimes the smartest move is simply giving yourself more clarity sooner.

Learn more at: www.ameripriseadvisors.com/team/beyond-wealth-advisors/insights/required-minimum-distribution-rmds/

10/18/2026

Happy Birthday Shannon! 🎉 We wish you the best on your special day!

10/17/2026

Please join us in wishing Kevin and Mindy a very Happy Wedding Anniversary! ❤️🎉

10/15/2026

Medicare Open Enrollment begins today, October 15th! When was the last time you reviewed your Medicare coverage?

Medicare Open Enrollment starts October 15, giving current Medicare participants an opportunity to review and make changes to their health and prescription drug coverage for the year ahead.

Even if you're happy with your current plan, benefits, costs, and provider networks can change each year. Taking a few minutes to review your options could help ensure you're getting the coverage that's right for your needs.

Your health is one of your most important assets. Make sure your Medicare plan continues to support your goals and lifestyle.

Find out how Medicare works, what it costs and when you should enroll.

10/14/2026

Please join us in welcoming Gavin Ross as our new Client Service Specialist! We are so excited to have him part of our team! 👏🎉

10/13/2026

Ameriprise Financial is pleased to offer clients and guests an exclusive opportunity to join a virtual presentation on Thursday – Nov 19th, 2026. The event is complimentary. Below are details about the event.

Thursday, November 19th: 5pm – 6pm Eastern
Economic Update: Russell Price, Chief Economist for Ameriprise Financial will kick off our session with his insights on today’s economic environment. Russ has been the Chief Economist for Ameriprise Financial for approximately 18 years.

His views on the economy are frequently seen in the news media, and he has been repeatedly cited by Bloomberg as a “Bloomberg Best” for being one of the most accurate forecasters of the U.S. economy.

In fact, through the end of the second quarter (Q2-2026), Bloomberg ranks him as the 4th most accurate forecaster of the U.S. economy over the previous 2 years, out of a field of approximately 70 global economists and he was the top-ranked forecaster in the U.S. brokerage industry.

Navigating AI and cybersecurity-Protecting your savings in the age of AI: featuring Stacy R. Andrews, CIMA®, CEPA® Senior Director | Wealth Advisory Solutions-Principal Asset Management, LLC. Cybercrime is no longer a niche technology issue. It's now a global economic force measured in trillions of dollars. Financial accounts remain one of the most attractive targets because criminals follow assets, personal information, and opportunities to move money. Trust is ultimately your most valuable asset, and cybersecurity plays a direct role in protecting that trust. Listen in to hear the latest tips on how we can STOP cybercrime.

Registration Link Ameriprise Virtual Client Event: https://bit.ly/4s58w2o

Learn more at: https://bit.ly/4dDoFpS

10/11/2026

Happy Birthday Sydney! 🎉 We wish you the best on your special day!

10/09/2026

Please join us in welcoming Simran Vishwkarma as our new Client Service Specialist! We are so excited to have her part of our team! 👏🎉