David B. Cook

What financial goals do you have for the future?

“Combined with warmer-than-expected inflation trends, still robust growth across the services economy, and U.S. Treasury yields bumping up at their highest levels of the year, some of the more extreme bullish narratives about growth and stock returns for this year are in the process of being tempered.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Growth, inflation data and Middle East tensions insert increased uncertainty into soft-landing narrative Get more expert insights by reading the latest Weekly Market Perspectives.

Closing on a home purchase is one of the biggest transactions you’ll make. Learn how to identify the red flags associated with real estate wire fraud and how to prevent yourself from falling victim.

Real estate wire fraud Buying a house? Watch for the cybercrime red flags and take steps to protect your money.

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?

What does financial independence look like for you?

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.

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

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Manage your taxes in retirement Learn more about the tax treatments of different sources of retirement income so you can keep more of your hard-earned money.

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

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

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.

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.

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.

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.

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.

The IRS announced its annual inflation adjustments for the 2024 tax year, featuring a slight uptick in income thresholds for each bracket compared to 2023. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Tax brackets for 2023 and 2024 See which tax bracket you fall into and learn more about filing statuses and deductions.

“The Fed typically uses the stairs when lifting rates higher and takes the elevator down when cutting rates.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

The uneasy dance between The Fed and markets continues Get more expert insights by reading the latest Weekly Market Perspectives.

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

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

Does your retirement plan rely on a continued paycheck? Working deep into your retirement years may not be a realistic plan. Let’s connect to discuss your options.

Planning to keep working in retirement? Your body may have a different plan. A retirement plan that relies on your paycheck may expose you to the worst of financial surprises. Seniors often retire earlier than they would like.

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

Nearly 70% of retirees will need some type of long-term care, according to the U.S. Department of Health and Human Services. Let’s talk about what you can do now to help ensure your costs are covered if that time comes.

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.

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

3 Key Ways You Can Help a Child or Grandchild Pay for College Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

While no one can predict the future, we can work together to help protect you from unexpected events. Reach out to schedule a meeting.

You work hard to save for retirement. Don’t let taxes diminish your savings more than necessary. Let’s work together with your tax professional to look at how and when your retirement assets are taxed. The sooner we adjust, the more time you’ll have to accrue the benefits.

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

How Young People Can Own Their Financial Future Authentically It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

The SECURE 2.0 Act that was signed into law this year contains more than 90 provisions. Rather than reading through the more than 300 pages, reach out to learn several important changes that may impact your retirement planning.