Kelsey Lovett - Ameriprise Financial Advisor - CFP, CEPA

05/18/2023

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.

05/14/2023

Wishing all moms a beautiful day full of love.

04/13/2023

Are you maximizing your 401(k) plan’s potential? Here are 7 questions that investors — especially those early in their career — should ask themselves when evaluating their employer-sponsored plan.

For many investors, 401(k) plans are the cornerstone of their retirement income strategy.

04/12/2023

Phishing can take numerous forms, including emails and phone calls. Learn what to watch for and how to protect yourself from malicious attempts. Here are some things to consider to help you stay safe.

Phishing attacks are phony communications designed to trick a person into giving a scammer sensitive or financial information. Find out how you can better protect yourself.

03/20/2023

Spring is in the air! It’s a great time to take a fresh look at your financial goals. Let’s connect.

03/13/2023

Great news: Hanley & Associates has earned the distinct honor of receiving the Ameriprise Financial Client Experience Award again in 2022! Hanley & Associates attained this level of distinction by consistently delivering exceptional client care, excellent service and personalized advice to help clients like you achieve their long-term financial goals. https://bit.ly/3YNZPsW

03/04/2023

This isn’t the first time the markets have fluctuated and it won’t be the last. Personalized financial advice from me/us can help you stay on track.

03/04/2023

What’s asset allocation and how does it work? Learn the basics and how it can impact your portfolio in this video from Ameriprise.

Asset allocation is a fundamental component of goal-based advice.

03/04/2023

Markets may fluctuate, but personalized financial advice can help you stay on track to reach your goals.

03/04/2023

Are you ready for the upcoming tax deadlines? Bookmark this page of key dates.

Review these important retirement account and tax deadlines to help you plan accordingly.

03/04/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Learn how to teach kids about money with these tips from our financial advisors.