Aaron N. Wolson

Understanding the ins and outs of Medicare can be overwhelming and confusing— from coverage & costs to the enrollment process. Reach out for a detailed overview of Medicare as well as a list of resources that can help you make the most of your coverage.

“Fed rate cuts are coming. But it's less important whether the first cut is 25 or 50 basis points, in our view. The more important dynamic for investors to keep tabs on is whether rate cuts take the escalator or elevator down from there.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Investors shouldn’t root for aggressive rate cuts Get more expert insights by reading the latest Weekly Market Perspectives.

Help your employees enroll in benefits that support their short- and long-term goals. Message me to learn how the Ameriprise Financial Wellness program can work with your workplace to support employees during open enrollment.

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

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

One way to understand the value of a company is to compare its stock price relative to the earnings analysts expect the company to produce in the next year. Since Covid-19, the price/earnings (p/e) of large companies has increased, while those of smaller companies has declined. This indicates that smaller companies are relatively cheap. These trends may move either direction in the short-term, however, they often revert to normal in the long-term. Long-term strategic investors should consider the valuation discrepancy as an opportunity to review their current allocation with their Ameriprise financial advisor.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

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

Geopolitical unrest, record debt levels, inflation, interest rates… Are you worried about how today’s environment is affecting your financial wellness? Let’s discuss the characteristics of different investment options and how to analyze whether they could potentially align with your long-term financial goals.

Small cap company stocks don’t typically perform well under pressure but are faring well during the recent pullback. Prior to July 10th, large cap peers had overperformed by a large margin. .

79% of employees find that receiving resources from their employer on retirement planning is important. Message me to learn how your workplace can help support and deliver retirement planning education to your employees.

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.

Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from on today's market swings.

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An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

The potential for long-term care expenses can pose a significant risk to the wealth you’ve accumulated— wealth you want for retirement or to leave as a legacy. Let’s talk about what you can do to help protect it.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Paying for college is stressful enough, but it’s even harder when you and your child haven’t set expectations on if or how you’ll share the financial burden. Reach out to learn steps you can take to make college more affordable.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

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.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

Protect yourself and your loved ones financially from life’s uncertainties so they could carry on with the lifestyle you want for them. Let’s set up time to review your protection plan.

“Several areas of the job market that were running hot last year have cooled this year, helping ease pressures on inflation and rebalance labor conditions.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Could investors be on the verge of the long-awaited soft-landing scenario? Get more expert insights by reading the latest Weekly Market Perspectives.

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

Through the Ameriprise Financial Wellness program, we can help your employees understand investing and how they can align their financial strategy to short- and long-term goals. Message me to learn more.