Mortimore Wealth Strategies

06/24/2026

Deciding to sell your house isn’t just about timing the market.

It’s also about taxes, selling costs, and what comes next. This article breaks down three financial considerations to review before making a move.

Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.

06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

06/22/2026

Money is one of the most common stress points for couples.

Clear communication, shared goals, and agreed‑upon systems can help. This article offers practical tips for managing finances together with confidence.

Marriage is an exciting life event—and one of the most significant family and estate financial milestones.

06/21/2026

Dad jokes never go out of style, and neither does a father’s love! Celebrating the smiles, support, and stories that brighten our lives. Happy Father’s Day!

06/19/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

06/18/2026

Can sunshine turn a regular day around? National Daylight Appreciation Day says yes! Take a bright pause and let a little daylight lift you.

06/17/2026

If you’d like to better understand how the strength of the U.S. dollar affects your personal portfolio, let’s connect.

The U.S. dollar plays a key role in shaping investment outcomes.

06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

06/15/2026

Your health matters more than you think! This Men’s Health Month, take a moment to check in, stay active, and prioritize your wellbeing.