Tim Davis, CRPC

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.

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.

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.

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.

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

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

Summer is here and you may be thinking about planning. 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.

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Tax-gain harvesting, explained Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

How much of your income are you assigning to expenses vs. savings goals? We can help you manage the costs of today while also working toward your goals for tomorrow.

Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

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.

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. As part of our process, we will schedule a periodic review of your investment mix and see if rebalancing is right for you.

How rebalancing can help you stay the course Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

With the Fed standing pat for now, where are the potential opportunities in fixed income? Contact us to hear our outlook on fixed income.

Regardless of where you are in your savings journey, we’re here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Wishing all the dads a Happy Father’s Day!

Are you concerned about how the upcoming elections may affect your financial health? Don't let the noise surrounding the presidential election derail your long-term investment goals. Let’s discuss how to optimize your investment strategy as the 2024 elections approach.

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

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.

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand all aspects of your benefits.

Infographic: Understanding Social Security benefits Our infographic can help answer questions about Social Security benefits, spousal benefits and more.

Did you know that tax rates may rise in 2026? Provisions of Tax Cuts and Jobs Act are set to expire by the end of 2025. That could mean paying higher taxes instead of taking a vacation for the average family. The sooner you act, the more options you’ll have to take advantage of today's lower taxes. Let’s connect and collaborate on potential strategies with your tax professional. http://bit.ly/3RAxQga

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.

2023 saw existing home sales at their lowest since 1995. Ameriprise Financial chief economist Russell Price shares his forecast on whether this trend will continue into 2024.

2024 housing market outlook: Will prices continue to rise? Find out what’s in store for the U.S. housing sector this year.

“With prospects for interest rate cuts later this year, stable economic trends, and expectations for improving profits across a broader set of industries in 2024, the long-awaited broadening of the market rally may be in its early innings.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Can the bull market handle a mid-life crisis? Get more expert insights by reading the latest Weekly Market Perspectives.

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

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.