Bodemeijer & Associates

10/15/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

10/07/2026

You care about leaving a legacy to your family and causes that are important to you. Let’s talk about how you can give as much as possible by protecting your legacy—and potentially increasing the value of what you leave behind.

10/05/2026

In honor of Do Something Nice Day, find one small way to brighten someone’s day, including your own. A smile, compliment, helping hand, or thoughtful gesture can go further than you think.

10/01/2026

A financial plan is about more than numbers. It’s about the life you want those numbers to support.

October is National Financial Planning Month, take a moment to think about your goals, your priorities, and your future.

We can help you create a plan designed to turn today’s steps into tomorrow’s progress. Let’s talk about what matters most to you and the steps that can help move you forward.

09/21/2026

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.

09/18/2026

A simple plan today can make a lasting difference tomorrow. Life insurance can help provide financial security for the people who matter most and help keep their future on track if the unexpected happens. Planning ahead is one way to protect what you’ve worked hard to build. Message me to start the conversation.

09/07/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

08/20/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and how the federal program works.

08/17/2026

Today, we're celebrating the incredible nonprofit organizations that strengthen our communities, support important causes, and create lasting change.

Many of our clients are passionate about giving back and support a wide variety of charitable organizations through donations, volunteer work, and philanthropic planning.

If making an impact is important to you, we'd love to help. Schedule a conversation with our team to explore strategies for supporting the causes you care about, while incorporating your charitable goals into your overall financial plan.

Together, we can help you create a meaningful legacy of giving.

https://bit.ly/4wCjP2P

Bodemeijer & Associates is an Ameriprise private wealth advisory practice in Thousand Oaks CA. Get the personal financial advice you need.

08/11/2026

I’m honored to be invited to attend the Circle of Success National Conference in Denver this week. Ameriprise Financial sponsors this event to recognize the firm’s top advisors. I’ll spend my time networking with other advisors and experts in the field to share ideas on how to help clients like you reach their financial goals.