Pradeep Gokhale

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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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!

How does life get better as you age?

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.

Clients and Friends,

You are invited to an exclusive webinar presentation of “7 Things no one tells you about retirement”. Please register for this event using the register link below.
Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

Tuesday, April 16th at 5:00pm CST Hosted by:
Gulf Lakes Region of Ameriprise Financial, LLC

Presented by:
Presented by Andrew Aldi, III, CFP, CIMA Division Manager, Columbia Threadneedle Investments

WebEx Registration: https://bit.ly/49uYpJc
Dial-in: 612-351-0276
Conference ID: 751 680 008 #

Please forward this invitation to anyone you feel could benefit from this presentation. All our best,

Pradeep A. Gokhale, CRPC®️, MIM
Financial Advisor | Managing Director
Financial Solutions 4U
A financial advisory practice of Ameriprise Financial Services, LLC................................

Ameriprise Financial Services, LLC
2277 Plaza Drive, Suite 650
Sugar Land, TX 77479

Office: 281.566.5508 | Fax: 281.494.2848 | Mobile: 832.766.7181
Toll Free: 800.524.3000
Text: 832.766.7181

https://bit.ly/3VIxRRF

This is an informational seminar. There is no cost or obligation.
Ameriprise Financial does not offer tax or legal advice. Consult your tax advisor or attorney.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Columbia Threadneedle and their representatives are affiliated with Ameriprise Inc.
Ameriprise Financial Services, LLC, Member FINRA and SIPC. ©️ 2024 Ameriprise Financial, Inc. All rights reserved.
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Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

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.

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 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

Did you know that leaving an employer isn't the only time you can move your retirement savings? You can roll your 401(k) fund into an IRA at any time – even while still employed at the same place. Let’s discuss if this strategy fits with your broader retirement savings plan.

Rolling over 401(k) while still employed Are there financial benefits to working while in retirement? Learn how your earnings could affect Social Security benefits so you can make an informed decision.

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.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

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

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.