Shawna Petrushkin, CFP
Private Wealth Advisor, Petrushkin & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Investment markets don’t move in a straight line but through periods of gain and loss. Check out the latest insights from on today's market swings.
Stock markets can be unpredictable in the short term. See what has to say about today’s activity.
As the first half of 2024 ends on a strong note, what might drive market and economic conditions in the second half? Ameriprise Financial experts weigh in.
01/07/2024
Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.
Ameriprise Financial Chief Economist Russell Price explains why inflation remains sticky and what this may mean for interest rate cuts in 2024.
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.
18/04/2024
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.
As the first quarter of 2024 ends, Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in Q2.
09/04/2024
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.
12/03/2024
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.
07/03/2024
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.
27/02/2024
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.
Find out why returns on cash investments will likely fade in 2024 and where similar yields may be found instead.
07/02/2024
Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.
Ameriprise Financial experts share the key themes they believe will drive market and economic conditions in 2024.
03/01/2024
January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.
Ameriprise Chief Economist Russell Price offers his reflections on the 2023 U.S. economy and shares his expert insight on what may be in store for the year ahead.
12/12/2023
Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.
03/12/2023
We are proud to announce Kent Keith has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Kent’s deep commitment to serving Next Level/Ameriprise clients. Join us in congratulating Kent!
www.NextLevelFA.com
Next Level Financial Advisors - Blue Bell, PA: Ameriprise Next Level Financial Advisors is an Ameriprise private wealth advisory practice in Blue Bell PA. Get the personal financial advice you need.
28/11/2023
What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.
As the year winds down, investors may have more questions than answers about where the market and economy are headed. Ameriprise Financial Chief Market Strategist Anthony Saglimbene shares three steps that investors can take to help weather the present uncertainty as 2023 ends.
The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.
24/10/2023
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.
16/10/2023
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?
04/10/2023
October is National Cybersecurity Awareness Month – learn how to protect yourself and your loved ones against cybercrime and financial fraud.
How you can protect yourself Learn about ways you can protect your online accounts and your personal information.
03/10/2023
In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.
22/09/2023
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.
The rise in interest rates by the Federal Reserve is leading to higher borrowing costs and tightening credit standards for consumers. Ameriprise Fixed Income Strategist Brian Erickson shares actions that individuals can take to help cope with this new environment.
25/08/2023
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.
While progress has been made to address inflation in 2023, the picture could become muddied. Ameriprise Financial Chief Economist Russell Price explains why.
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