Brant O. Greene CFP, MBA

What goals have you set to create a happy and healthy life for you and your loved ones?

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

7 retirement tips for every age Feel more confident about living the retirement you want, no matter what age or life stage you're in.

Wishing all the dads a Happy Father’s Day!

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

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

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

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

How does life get better as you age?

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y

Do you know the tax benefits of 401(k)s?
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Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

With the recent and rapid rise in cost of living, it’s smart to think about how to keep expenses in check. Let’s connect if you’d like help identifying opportunities to save more toward your financial goals.

Smart strategies for minimizing expenses Cut spending and save more by incorporating these strategies into your financial routine.

New year, new job? Taking a new job can have a ripple effect on your finances. Before you make your next career move, let's discuss how to make the most of your job transition.

Four financial factors to consider before changing jobs Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

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

“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.

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.

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.