Angie McCarthy

A big shoutout to Cullen McCarthy, our stellar summer intern, who just wrapped up his internship and is heading back to the University of North Dakota. Cullen not only passed his Series 7 this summer but also played a crucial role in several of our projects. Wishing you the best of luck at school, Cullen!

Regardless of where you are in your savings journey, we’re here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Not all financial goals have the luxury of time. With today’s higher interest rates, a short-term investment is an accessible place to park money for near-term goals, while also earning interest. Let’s review your options during our next meeting.

Tips on short-term investments Short-term investment strategies differ from long-term strategies. Review our investment tips to help you plan for a short investment time horizon.

Did you know that all families should fill out the FAFSA, regardless of how much they earn? Let’s connect if you’d like to discuss strategies to save for your child’s education — and how FAFSA may play a role.

New FAFSA rules: How changes may affect your student’s financial aid eligibility Plan for college expenses with more confidence.

Whether they are chasing squirrels, playing fetch, or simply cuddling with us on the couch- dogs make every day brighter. Let’s celebrate their boundless love, Happy !

While generative AI has plenty of potential, the technology is prone to offering seemingly authoritative responses with imperfect information. When it comes to your financial life, you’ll want personalized advice from someone who knows your unique goals, priorities and values.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

Fact or fiction? Annuities are only for retirees. Get the truth behind this myth and more in this article.

6 common annuity myths — debunked Clear up common misunderstandings about this investment product.

You deserve to relax on vacation. Here’s how you can plan for your travel expenses, so that you can focus on experiencing new cultures and making memories.

How to plan for the costs of a big trip Make your travel dreams a financial reality.

Our team had a fantastic time attending the Redhawks' baseball game last week. It was a great opportunity to enjoy the game, bond as a team, and cheer for the Redhawks.

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Maintaining and balancing all aspects of your overall well-being has become increasingly important in today’s fast-paced world. During this complimentary session, we’ll explore the intersection between financial, physical and mental health, discuss preparing for known and unknown health care costs and explain how to adopt a healthy financial mindset.

Watching our children grow and thrive is the greatest gift of all. Here's to our amazing sons and daughters who make our hearts swell with pride.

Celebrating National Book Lovers Day with my favorite companions—pages filled with adventures, knowledge, and inspiration. Here's to getting lost in stories that ignite our imagination!

Time to acknowledge the impact of a dollar. From daily essentials to special treats, the dollar makes a difference in our lives, Happy !

Employees consider retirement plans to be the most important part of financial wellness. Message me to learn how the Ameriprise Financial Wellness program can help your workplace support employees planning for retirement.

Celebrate National Golf Month by hitting the greens and improving your swing! Whether you're a pro or a beginner, August is an excuse to enjoy this sport.

This week I am celebrating my 32nd anniversary with Ameriprise! I am so proud to work at this amazing company! Thank you to my team and all of our great clients in making this something to celebrate!

What excites you about your future? How are you preparing for it today?

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Wishing all the dads a Happy Father’s Day!

We had a fantastic night at Junkyard Brewery this week! Thank you to all that joined us for some great beers at a great venue!

We are hiring! If you know anyone who is a CPA or enrolled agent and looking for a great position as a tax specialist, please pass on their resume or have them reach out to us. The position has flexible summer hours, is bonus eligible and has great benefits. Keep us in mind if you know someone looking for a new opportunity!

How does life get better as you age?

Sharing love and gratitude with all moms today. Happy Mother’s Day!

Wishing Sara a big happy birthday today!Cheers to you! 🥂🎉 Have an awesome weekend celebrating you!