Stephen A. Grimmie, CFP

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

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.

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

What financial goals do you have for the future?

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Retirement planning: The basics Understand the key steps to get started on planning for retirement.

“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.

Periods of interest rate changes can bring much uncertainty for the markets and economy. Let’s discuss how previous rate cycles can help you make informed investment decisions.

The path to financial independence looks different for everyone. Help your employees achieve financial freedom by offering them workplace financial education with the Ameriprise Financial Wellness program. Message me to learn more.

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

Do you live with a partner but don't plan to marry? Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares why a cohabitation agreement may help you align on key areas like estate and retirement planning.

What Are Cohabitation Agreements and Who Are They For? Experts say issues like money, property, family support and retirement assets need to be part your cohabitation agreement.

Did you know: Your ability to earn an income is one of your most significant financial assets. In the event that you lose your job, life and disability insurance coverage can offer a layer of financial security and peace of mind.

Protecting your earned income with disability and life insurance Help protect your family’s financial future in the event of disability or death with these insurance solutions.

History has shown that staying invested can have its rewards. When we take the long view, past recessions look like bumps in the road along the path of long-term growth. Are you prepared to look past short-term volatility? Let’s talk about steps you can take to stay focused on your long-term goals.

How does life get better as you age?

The S&P 500 Index recently surpassed 5,000 for the first time ever. Since the October lows, the Index is up over +21.0%. It’s hard to ignore the continued strength and resiliency of the U.S. economy, outsized profit growth from Big Tech, falling inflation, and the growing likelihood the Federal Reserve will cut interest rates this year.

The pay gap isn’t the only gender gap affecting the financial welfare of women and their families. Let’s talk about closing the protection gender gap too.

“The disinflation narrative for this year remains intact. Despite potentially further non-linear moves in some components of CPI over the coming months, we continue to believe inflation is on a sustainable path lower.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Despite recent inflation data, disinflation trends remain intact Get more expert insights by reading the latest Weekly Market Perspectives.

Let’s discuss how to help safeguard your nest egg. You’ve worked too hard to let it go unprotected.

“Though a modest reset in rate expectations and a backup in bond yields weighed on stock momentum earlier this month, by the close of last week, traders and investors were again taking another bite out Big Tech and returning to the areas that worked so well in 2023.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Big Tech lifts stocks higher, moves back into leadership position Get more expert insights by reading the latest Weekly Market Perspectives.

Did you know that dividends are only subject to capitals tax, whereas interest payments are taxed as ordinary income? Let’s discuss ways you can minimize taxes and choose the best investment strategy to meet your goals.

Slower, yet soundly positive, economic growth is what the Ameriprise Investment Research Group is watching for in 2024. Read more in this publication.

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Are you comfortable with how and to whom your wealth will pass to? can create a plan that includes a solution to help give you more control over what you pass on.

“After three months of fretting over lingering inflation fears, higher interest rates, and looming recession risks, investors received several economic updates last week suggesting those concerns may have been overstated.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Have subdued inflation readings changed the market narrative? Get more expert insights by reading the latest Weekly Market Perspectives.

“In our view, the next few months should provide more clarity on rate policy, economic conditions, and earnings trends, which could help establish an investment roadmap heading into 2024.” Anthony Saglimbene, Ameriprise Chief Market Strategist

Reads on economic activity paint a mixed picture Get more expert insights by reading the latest Weekly Market Perspectives.

It’s never too early – or too late – to establish an estate plan. Together with your attorney, we can plan for the legacy you want to leave.

7 questions about estate planning What is estate planning? Learn about the benefits and importance of estate planning so you’re able to make the most informed decisions about your future.

Fall is here! Get ready for cooler weather by inspecting these important areas of your home.

If it’s been a while since you’ve reviewed your life insurance strategy, it may be time for a refresher. In this article, Ameriprise Vice President of Retirement & Protection Strategies Kara Sherman shares four factors to keep in mind.

Four Ways Life Insurance Can Grow and Protect Your Wealth If you haven’t checked in on your life insurance strategy lately, now would be a good time to ensure you know how it can help beyond providing a death benefit.

Looking for a new place to live? Here are the biggest pros and cons for renting vs. buying a home.

Should you rent or buy? Learn the pros and cons so that you can determine what makes financial sense for you.