Shana Hudson, CFP

Shana Hudson, CFP Private Wealth Advisor at Ameriprise Financial Services, LLC

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Medicare looks back two years when determining certain premiums.So a Roth conversion, sale of appreciated investments, o...
07/20/2026

Medicare looks back two years when determining certain premiums.

So a Roth conversion, sale of appreciated investments, or large retirement withdrawal may improve the long-term plan while also increasing Medicare costs for a period of time.

That does not make the move wrong. It makes timing and coordination more important.

Before making a major income decision, it may be worth reviewing the Medicare impact too.

https://bit.ly/4b22HLQ

New Fed chair. New uncertainty. Same planning lesson.The question is not whether the Fed cuts, hikes, or holds.The bette...
07/16/2026

New Fed chair. New uncertainty. Same planning lesson.

The question is not whether the Fed cuts, hikes, or holds.

The better question is whether your plan can handle more than one outcome.

Lower rates may help borrowers. Higher rates may help savers. A long pause may change the math for cash, bonds, real estate, business loans, and retirement income.

But none of those scenarios should be the only way your plan works.

Good planning is not about making the perfect Fed prediction.

It is about being prepared if the prediction is wrong.

https://bit.ly/4figiQB

So many people want the outcome. Few are willing to become the person who earns it.
07/15/2026

So many people want the outcome. Few are willing to become the person who earns it.

SpaceX. ChatGPT. The next IPO everyone wants to talk about.Hot IPOs are exciting. But a strong investment plan is not bu...
07/13/2026

SpaceX. ChatGPT. The next IPO everyone wants to talk about.

Hot IPOs are exciting. But a strong investment plan is not built on excitement.

It is built on knowing what you own, why you own it, and how much risk you are actually taking.

Because the biggest mistake may not be missing the IPO.

It may be chasing it without a plan.

https://bit.ly/4wGWYDD

AI may be one of the biggest investment themes of this decade.But it is not one single wave.Infrastructure, data, cloud ...
07/10/2026

AI may be one of the biggest investment themes of this decade.

But it is not one single wave.

Infrastructure, data, cloud platforms, software integration, and productivity gains may each create different opportunities over time.

That matters because today’s market leaders may not be tomorrow’s.

If AI has become a bigger part of your portfolio, it may be worth asking whether your exposure still fits your goals, risk tolerance, and time horizon.

https://bit.ly/4eTbpyq

There’s a new asset worth protecting: attention.
07/09/2026

There’s a new asset worth protecting: attention.

Half the year is already behind us.And sometimes the financial plan you started the year with does not perfectly match t...
07/07/2026

Half the year is already behind us.

And sometimes the financial plan you started the year with does not perfectly match the life you are actually living now.

That is why a midyear review can be so valuable. Just to pause, look at the full picture, and ask:

Are we still on track for what matters most?

If your life has a lot of moving parts, this can be a good time to have that conversation before the year gets away from you.

https://bit.ly/4piSwsb

Private credit has gained attention as investors look for income beyond traditional bonds.But higher income potential of...
07/03/2026

Private credit has gained attention as investors look for income beyond traditional bonds.

But higher income potential often comes with trade-offs: less liquidity, harder valuations, and different risks than public markets.

The key is understanding what you own and how it fits your broader plan.

If you have questions about alternative investments, now may be a good time to review your strategy.

https://bit.ly/4wjydgp

Rest is part of the plan too.
07/01/2026

Rest is part of the plan too.

AI is a powerful investment theme, but powerful themes can still become crowded, expensive, and vulnerable to disappoint...
06/29/2026

AI is a powerful investment theme, but powerful themes can still become crowded, expensive, and vulnerable to disappointment.

The point is not to avoid innovation. It is to avoid letting excitement replace discipline.

If you are unsure how much AI or tech exposure you currently have, now may be a good time to review your strategy.

https://bit.ly/3Ta0Zll

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