Sean P. Flannery

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?

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.

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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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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!

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

Are you and your partner aligned on your retirement goals? According to a new research study from Ameriprise Financial, 93% of couples have shared goals for retirement and overwhelmingly trust their partner on money matters.

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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.

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

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

Pass on financial values to your children with these age-appropriate tips. What lessons would you add to the list?

Financial literacy for kids: Teaching kids about money Set your children up for success.

A well-diversified investment strategy can help investors participate in the current bull market while also managing against risk. Let’s connect if you’d like to discuss.

Bulls vs. bears: Will stocks continue to rise? Can the 2024 bull market push higher?

I can help you determine how investing in real estate fits into your overall financial strategy.

5 real estate investing strategies for building income and wealth Find out how to invest in real estate, as well as potential advantages and risks.

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

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

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.

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

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

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