Chris McKeown, APMA, CRPC

Financial advisors can help secure financial futures. How can we work together?

As you approach your retirement years, calculating your tax obligations can be tricky. Together with your tax professional, let’s review your financial goals and discuss how taxes will play a role.

What do taxes mean for your retirement income? Many decisions and variables impact retirement income, including taxes. Answers to 6 key questions.

Don’t let runaway expenses due to inflation stand in the way of your financial goals. Let’s connect.

Tulsa, OK financial advice topics | Chris Mc Keown See news articles and advice on financial planning and setting goals, from Chris Mc Keown in Tulsa, OK.

🎉 Happy Birthday to our incredible bossman, Joey! 🎉

Today we celebrate not just another year of life, but another year of leadership, vision, and inspiration. Joey, your dedication, passion, and innovative spirit have propelled our business to new heights. Your guidance and unwavering commitment to excellence make every day at work a rewarding experience.

Here's to a fantastic birthday filled with joy, relaxation, and all the things that make you happiest. May the year ahead bring you continued success, good health, and boundless happiness.

Cheers to you, Joey! 🥳

Having the right protection is an investment in your financial future. Let’s talk about living beyond today and how decisions you make now determine how you and your loved ones will live later.

Did you know that dividends are only subject to capitals tax, whereas interest payments are taxed as ordinary income? Let’s discuss ways you can minimize taxes and choose the best investment strategy to meet your goals.

The wonderful Lindsey House!! Such a caring, strong helping hand they give to mothers in need!

We appreciate our friends at Small and Associates Financial for stopping by with some cute hygiene bags and laundry products for our moms and coloring activities for our kiddos!

Anytime a group hosts a collection drive for our families, who are working to pay off debt and save money while recovering from tough situations, one more burden is eased. Thank you!!

For many, retirement means the freedom and flexibility to travel. Before you pack your bags, here are a few tips.

Retire and roam Financial considerations for traveling in retirement.

When should you enroll in Medicare? What does Medicare cover? Get answers to these common questions and more.

Ameriprise Advisors Learn how Ameriprise Financial has helped clients feel confident about their financial futures for more than 125 years.

If you're like most couples, you want to make sure you protect each other first, before other assets are passed on to your beneficiaries. Let's talk about ways you can add spousal safeguards.

Don’t let taxes get in the way of leaving the legacy you want. There’s a solution to help you pass on your wealth tax-efficiently to the next generation. Let’s talk about what you want.

Are you struggling to pay for college, like so many Americans? Let’s discuss savings strategies that may help lessen the burden.

Thinking of buying a new home? Consider these home-buying tips to help you go from house hunter to homeowner.

5 financial steps for home buyers These financial steps to buying a house detail essential information for the home buying process.

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

It’s never too early – or too late – to establish an estate plan. Together with your attorney, we can plan for the legacy you want to leave.

7 questions about estate planning Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

Protect yourself and your loved ones financially from life’s uncertainties so they could carry on with the lifestyle you want for them. Let’s set up time to review your protection plan.

The path to financial independence looks different for everyone. Help your employees achieve financial freedom by offering them workplace financial education with the Ameriprise Financial Wellness program. Message me to learn more.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Through the Ameriprise Financial Wellness program, we can help your employees understand investing and how they can align their financial strategy to short- and long-term goals. Message me to learn more.

Estate planning is a team sport, typically involving you, your family and numerous other professionals. I am here to help assemble and coordinate your team to draft a plan unique to you and your legacy goals.

How to choose an estate planning team What to look for in an attorney, trustee, executor and other critical roles.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Do you live with a partner but don't plan to marry? Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares why a cohabitation agreement may help you align on key areas like estate and retirement planning.

What Are Cohabitation Agreements and Who Are They For? Experts say issues like money, property, family support and retirement assets need to be part your cohabitation agreement.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

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.

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

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

What excites you about your future? How are you preparing for it today?