Martin R. Navarro, CFP, AWMA, APMA - Ameriprise Financial Advisor

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

17 Tips for Baby Boomers To Tackle Their Student Debt If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

Martin R. Navarro : 5/12 is Mother’s Day! How are you celebrating the mothers in your life? If you’re a mom, how is your family celebrating YOU?

While you can't predict the future, you can help prepare for it. We'll create a contingency plan together that helps protects you from unexpected financial events and retirement surprises.

How to prepare for the unexpected Unexpected life events can have an impact on your financial goals.

Stocks have outperformed most asset classes over time. For investors with a growth objective, equities have offered long term growth.

With inflation on the rise, investors may want to consider a more defensive strategy. Let’s discuss what this means for your portfolio.

Happy Valentine’s Day! How are you celebrating with your special someone? Do you have a favorite Valentine’s Day sweet treat?

Today, I celebrate 37 years of marriage with my wife, Cristy, so that is how I will be celebrating!

It’s almost time for the big game! Who are you rooting for this year?

Should you roll over your 401(k) now or wait? Together, we can assess your options and determine the best plan of action for you and your goals.

Reasons to consider an early 401(k) roll over Changing jobs isn't the only time to roll over your 401(k). Learn about 401(k) rollover rules while still employed and other tips to manage your savings.

Get an overview of the key provisions, when they go into effect, and how they may impact your retirement strategy. Reach out to me with any questions.

SECURE Act 2.0, explained How the new retirement rules may impact you.

You may feel ready to retire but are your finances in order? Let’s review a retirement planning checklist to make sure your accounts are on track.

Financial checklist for retirement Discover how using a retirement planning checklist can help keep your organized. Speak with an Ameriprise advisor to help you prepare for your retirement.

What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track