Walsh & Associates, Ameriprise Financial Services

National Beach Day!

Today, we're celebrating the beauty of our coastlines and the joy of sandy toes and salty breezes. I couldn't resist sharing this throwback picture from one of our favorite family beach days. The memories made on days like this remind me why it's so important to protect and cherish these natural treasures.

National Beach Day - So thankful to have spent National Beach Day at the beach! Spent the day soaking up the sun and enjoying some much-needed relaxation. The kids had a blast, and it was great to just unwind.

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

National Son & Daughter Day - I am incredibly thankful to call these amazing individuals my sons and daughters. I couldn't be more proud of the wonderful people they have become.

On National Book Lover's Day Shannon Walsh, our Office Manager, would like to share one of her favorite books by Jodi Picoult. Shannon enjoys reading, so if you have any suggestions, feel free to pass them along!

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.

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

image.advisoremail.ameriprise.com

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.

image.advisoremail.ameriprise.com

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

image.advisoremail.ameriprise.com

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

National Parents' Day honors all parents. No matter where our parents may be, this day serves to celebrate their important role in our lives. I appreciate the support of my parents; without them I would not be where I am today.

If you have ever read the children's book "The Giving Tree" by Shel Silverstein you would know what kind of parents I had.

Looking forward to the summer games and watching incredible athletes from around the globe compete and inspire us all!

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

Grab a friend or loved one and celebrate National Tequila Day!

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

National Ice Cream Day!

Treat yourself to a scoop (or two) of your favorite ice cream today! Whether you prefer classic flavors or something unique, it's the perfect day to indulge and enjoy.

What is your go to ice cream flavor?

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y

July 15 is . Whether you’re giving time, money or something else, small contributions can go a long way. How will you give back?

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

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

Happy 4th of July! Wishing everyone a safe and joyful celebration with family, friends, and good food. Enjoy the festivities!

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

Ameriprise is celebrating its 130th anniversary. What a milestone! I'm proud to be part of a company that has a 130-year tradition of putting clients first. It’s an honor to join you on your journey to reaching your financial goals.