Mitch Satz - Ameriprise Financial Advisor

I had the privilege of working alongside Bill Rose, the most compassionate mentor in USA Swimming, who taught me everything I needed to know to be a USA Official.

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.

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

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.

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

What financial goals do you have for the future?

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Retirement is a time you can discover something new. What will you explore in retirement?

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.

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.

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.

Downsizing your home in retirement As your life evolves, your needs change. Here is what to consider as you evaluate your housing options in retirement.

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Three Tips to Help Millennials Strengthen Their Finances Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

Talking about money can be difficult. As a parent of four daughters, I have had countless teachable moments. Here are 9 ways share strong financial values with your child.

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

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.