Codacovi & Associates

Financial fraud is becoming more sophisticated and harder to detect. Be on the alert for these emerging scams and trends.

5 cybersecurity scams to watch for in 2024 Find out how you can detect and protect yourself from the latest fraudulent trends.

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

What does your ideal retirement look like? I can partner with you to help you achieve your retirement savings goals and bring your dream retirement to life.

Ways to boost your retirement savings Rev up your retirement savings with these tips.

Here’s an interesting analysis from Franklin Templeton on the upcoming U.S. elections. If you have any concerns about the potential market impact, let’s connect.

Do elections matter for markets? Understand the potential market implications of competing policy outcomes.

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

While generative AI has plenty of potential, the technology is prone to offering seemingly authoritative responses with imperfect information. When it comes to your financial life, you’ll want personalized advice from someone who knows your unique goals, priorities and values.

Artificial intelligence and your financial life Safely take advantage of AI’s benefits and mitigate the potential risks.

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

Did you know that each year you can give up to $18,000 ($36,000 for married couples) to as many people as you would like without incurring a federal gift tax liability? You can strategically give throughout your lifetime to help secure your loved ones’ futures, protect your assets and ease the tax burden on you and your estate.

Giving while living How to make lifetime gifting a part of your estate plan

"There has been an important shift in the direction of market action over the last week or so and one where the underappreciated have suddenly sprung to life and are now exacting some revenge on the investors who have doubted (i.e., underweighted) their place within a portfolio.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

A shift in market sentiment gives life to forgotten sectors Get more expert insights by reading the latest Weekly Market Perspectives.

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

Have you checked your 401(k) so far this year? It may be time for a review. can help you rebalance as needed.

Here’s what to consider when looking at interest rates and their influence on stock prices.

Will persistently high interest rates dampen stock momentum? Investors seeking clarity on the future direction of stocks may want to consider these clues.

Do you plan to help your child or grandchild pay for college? We, 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

When it comes to paying for education, how much should you — or a student in your life — take out in loans? Find answers to this question and others about student borrowing and college loans.

Should you take out a loan for your child’s college? And answers to more of your questions on student debt.

Wishing all the dads a Happy Father’s Day!

“Stocks rallied higher on the final day of the month following data showing personal income remaining largely static versus month-ago levels, the Fed’s preferred inflation gauge coming in line with expectations, and spending trends cooling.”- Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

Ameriprise is celebrating its 130th anniversary. What a milestone! I'm proud to be part of a company that has a 130-year tradition of putting clients first. It’s an honor to join you on your journey to reaching your financial goals.

“Under the surface, several stocks and sectors are still attractively priced based on their forward earnings expectations over the next twelve months.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Several economic reports this week could help shape stock direction Get more expert insights by reading the latest Weekly Market Perspectives.

Without action from Congress, Social Security will be unable to fully pay benefits starting in 2035, according to 2024 OASDI Trustees Report. If you are concerned about the uncertainty of these funds, we can work to add more flexibility into your personalized retirement income plan.

Social Security Trustees Project Fund Shortfall in 2035 Benefits would be cut by 17% without action by Congress

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.

How does life get better as you age?

Will you have enough money to last you through retirement? There’s a common misconception that we need to be set up to save TO retirement instead of THROUGH retirement. Let’s chat about your retirement goals and current retirement savings plan.