Joe Enders, Financial Advisor, Ameriprise Financial Services, Inc

What goals have you set to create a happy and healthy life for you and your loved ones?

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

“The economy is growing, which is a positive for corporate profits, which should be a positive for stock prices outside of some near-term volatility.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Market rotation continues as investors eye big tech earnings, fed decision Get more expert insights by reading the latest Weekly Market Perspectives.

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

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Top Money Moves for Boomers, Gen X, Millennials and Gen Z Each generation has their own financial needs.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

Wishing all the dads a Happy Father’s Day!

There have been some reported glitches with the rollout of the new 2024-25 FAFSA form. If you’ve had issues filling out the application, know that you still have time before the June 30 deadline.

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

“Under the surface, several stocks and sectors are still attractively priced based on their forward earnings expectations over the next twelve months.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

How does life get better as you age?

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

“The Fed remains on pace to cut rates this year, employment in the U.S. is softening but remains strong, and Big Tech (the main driver of S&P 500 profit growth in 2024) continues to drive forward on all cylinders.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Even a Hollywood director couldn’t have scripted better developments for investors last week Get more expert insights by reading the latest Weekly Market Perspectives.

Considering an encore career? Continuing to work after you retire may make it easier to stay active, connected and build a healthy retirement fund. I can help you consider various factors including Social Security and your employer benefits.

Working after retirement: benefits of working when retired Are there benefits to working after retirement? Does working affect Social Security? Find these answers and more information on working in retirement.

Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity.

How new 529 rules can help with retirement planning How SECURE Act 2.0 has impacted 529 plans.

You may have an estate plan, however, my experience is that clients often find themselves needing help and support in the event of incapacity or loss which go beyond the “big” plans. This program, will provide you planning tools to ensure you and your family are well prepared to execute on details that every one of us should plan for.

What we have realized is wishes don’t always work out as planned and can create tension on heirs, for one of the following reasons:

• Beneficiaries not seeing eye to eye
• Trusts not being fully funded
• Heirs do not have all the information they need

Please join us for our upcoming virtual presentation “Family Love Letter” on April 23rd @ 12pm ET. To learn more or register visit my website: https://bit.ly/4aFm8rO

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years rom now and how we can work together to help you get there.

Sending warm wishes to you and yours this holiday season!

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?