Shannon A. Schiavo, CFP, CLTC

Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s connect to discuss any changes to your risk tolerance and time horizon.

3 ways to help reduce investment risk How can you mitigate investment risk? Consider these investment strategies to help reduce investment risk and potentially earn more consistent returns over time.

Stocks and bonds: What’s the optimal mix? While both can help grow your money, there are several important distinctions to consider. I can help you get started.

Investing in Stocks and Bonds Learn about the benefits and risks of investing in stocks and bonds.

Wishing all the dads a Happy Father’s Day!

Do you plan to help your child or grandchild pay for college? I, along with your tax professional, can help you evaluate how to take advantage of the tax code to save more.

Tax strategies for college savings and gifting Use the tax code to your benefit for a loved one’s education

Will or trust: Which one is right for you? Learn the basics of both and how they may fit into your broader estate planning needs.

The basics of wills and trusts Get answers to frequently asked questions about the basics of wills and trusts.

Baby boomers are poised to pass on $84.4 trillion in wealth over the next two decades. Whether your inheritance is big or small, you don’t have to navigate the complexities alone. I will guide you through the process and help you determine how your inheritance may impact your financial goals.

Preparing for — and managing — an inheritance Effectively navigate the process of receiving and managing inherited wealth with this guide.

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.

Sharing love and gratitude with all moms today. Happy Mother’s Day!

Saving is a habit, not a destination. In honor of , let’s review your financial plan and make sure you’re optimizing your savings.

The 2023 tax season is almost over — and it’s not too early to start planning for 2024. Connect with us if you’d like to discuss proactive strategies you can take now to reduce your 2024 taxes.

Proactive tax planning: 7 steps Learn about tax brackets, withholding amounts, deduction strategies and more.

With high interest rates, rising prices and a cooling job market, it’s understandable to feel uneasy about the economy. Let’s connect if you’d like to discuss financial steps you can take to feel more secure.

6 strategies to manage economic uncertainty How to reduce your financial risk when the broader economic landscape feels challenging.

A well-diversified investment strategy can help investors participate in the current bull market while also managing against risk. Let’s connect if you’d like to discuss.

Bulls vs. bears: Will stocks continue to rise? Can the 2024 bull market push higher?

2023 saw existing home sales at their lowest since 1995. Ameriprise Financial chief economist Russell Price shares his forecast on whether this trend will continue into 2024.

2024 housing market outlook: Will prices continue to rise? Find out what’s in store for the U.S. housing sector this year.

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

Tax filing season is upon us. Here’s when to expect your tax statements from Ameriprise Financial.

Tax statement mailing dates Here’s what to expect and when.

A tax refund can help you fast-track the path to your financial goals. Let’s connect if you want help strategizing the different ways you can leverage yours.

7 ways to make your tax refund work for you How to use your tax refund to reach your financial goals

Let’s discuss how to help safeguard your nest egg. You’ve worked too hard to let it go unprotected.

Whether you’re starting a new business or looking to grow one you already own, managing the financial aspects can be a huge undertaking. I can help you develop a personalized financial strategy for your venture.

Financial planning for business owners Starting a business? Keep these financial implications in mind so you can prepare accordingly.

Tax rates are set to increase once the Tax Cuts and Jobs Act sunsets at the end of 2025. Here are three actions to consider taking before the current tax rates expire. Let's connect to discuss how these and other tax-saving strategies may help you.

3 actions to consider before the 2017 tax cuts expire Take advantage of the Tax Cuts and Jobs Act (TCJA) before it sunsets.

If giving is a priority for you, consider the potential charitable and tax benefits of a qualified charitable distribution (QCD). I can help you weigh the pros and cons of this approach.

Is a qualified charitable distribution right for you? What is a qualified charitable distribution? And is it right for you? Learn about the benefits and requirements of a qualified charitable distribution.

Are you making any of these six common tax mistakes? I will work with you and your tax professional to help you use the current tax code to your advantage.

6 common tax mistakes for investors to avoid Avoid these common missteps to lessen the impact of taxes on your investment portfolio.

In honor of National Get Organized Month, let’s set up time to take a look at all aspects of your financial life – from your investments to your estate plan to your retirement plan.