Burd & Dalessandro Wealth Management

What does your ideal retirement look like? We can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Ways to boost your retirement savings Rev up your retirement savings with these tips.

The rapid adoption of cloud computing and AI is significantly driving the expansion and modernization of data centers. Here’s an overview of the overall investment landscape.

The rise of the data center ecosystem Find out which underlying technologies and opportunities may be poised for significant growth.

History shows that the difficult practice of staying the course — or buying stocks while others are selling — can pay off in the long run. Let’s connect to discuss.

Making sense of the recent market volatility The investor concerns that fueled the recent stock correction continue to linger.

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. We're here to help and guide you through the process of applying for these benefits.

What to know about Social Security survivors benefits Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

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.

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

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

With the projected shortfall of Social Security in the news, you may be worried. We can help you plan for a great retirement — regardless of what happens with Social Security.

Debunking 6 Social Security myths Get the facts on how the Social Security program works for retirees.

Don't let volatility derail your retirement goals. Stay informed and prepared for market fluctuations. Reach out to discuss your options.

Have you named beneficiaries on your financial accounts? If so, when is the last time you updated them? We can review your designations to make sure your assets will go exactly where you intend.

Why naming beneficiaries is an essential part of estate planning What to know about this critical estate planning step.

Without action from Congress, Social Security will be unable to fully pay benefits starting in 2035, according to 2024 OASDI Trustees Report. If you are concerned about the uncertainty of these funds, we can work to add more flexibility into your personalized retirement income plan.

Social Security Trustees Project Fund Shortfall in 2035 Benefits would be cut by 17% without action by Congress

There can be a lot of misleading noise out there about the state of the U.S. economy. Don’t let it lead you astray when it comes to your investing decisions.

Common economic myths — debunked Separate fact from fiction.

“Under the surface, several stocks and sectors are still attractively priced based on their forward earnings expectations over the next twelve months.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

Did you know the IRS requires you to withdraw money from select investments at a certain age? We can help you navigate these required minimum distributions (RMDs).

The 2023 tax season is almost over — and it’s not too early to start planning for 2024. Connect with us if you’d like to discuss proactive strategies you can take now to reduce your 2024 taxes.

Proactive tax planning: 7 steps Learn about tax brackets, withholding amounts, deduction strategies and more.

If you’re interested in incorporating dividend-paying stocks into your portfolio, let’s connect.

The power of dividends: 3 trends to watch Why dividend-paying stocks shouldn’t be overlooked by investors.

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.

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

Did you know that life insurance can offer benefits during your lifetime, not just after your death? We can help you evaluate your options – and understand less known life insurance benefits.

Why life insurance may be worth more than you think Life insurance solutions may be more accessible and less costly than you think.

It’s understandable for investors to be cautious about the ongoing rally in generative AI-related stocks. Let’s connect if you have questions or concerns.

AI boom or AI bubble? Why recent AI-fueled stock gains may have longevity.

You can’t predict a job loss, but you can prepare for it. Here’s a list of steps you can take in advance – just in case.

How to prepare for job loss Learn how to prepare for job loss. Ameriprise financial advisors offer helpful advice on how you can start preparing for a potential job loss. Learn more here.

The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2.

What the Q1 stock gains may tell us about the 2024 market Can a strong start for stocks set the tone for the rest of the year?

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.

Are you paying for services you’re not even using? Check your bills for subscriptions, memberships and other extras to uncover potential savings opportunities.

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While grieving the loss of a loved one, it can be difficult juggle funeral planning and financial matters – on top of the emotional strain. This guide can help reduce stress during this difficult time.

Financial steps to take when you lose a loved one A checklist to navigate the financial decisions after the death of a close family member or friend.

With high interest rates, rising prices and a cooling job market, it’s understandable to feel uneasy about the economy. Let’s connect if you’d like to discuss financial steps you can take to feel more secure.

6 strategies to manage economic uncertainty How to reduce your financial risk when the broader economic landscape feels challenging.

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.

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Downsizing your home in retirement Understand your different housing options and how a new home may affect your retirement.

Spring means the start of wedding season. If you or a loved one is preparing to walk down the aisle, review these tips for starting your marriage on the right financial path.

Have these financial discussions before you get married Before you get married, discuss these important financial topics with your partner. Contact an Ameriprise financial advisor today to learn more.