Garrett C. Koncan

Grandparents can offer a wealth of knowledge and experience to their grandchildren. What financial wisdom will you pass down to your grandchildren?

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?

We’re excited to announce that Forbes magazine has named Garrett Koncan one of their 2024 Best-in-State Next-Generation Wealth Advisors. We are so proud to work with someone who is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable. Congratulations, Garrett, on this magnificent accomplishment! https://bit.ly/4dGOVgs

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

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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.

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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.

Wishing all the dads a Happy Father’s Day!

How does life get better as you age?

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

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.

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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.

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.

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

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

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.

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.

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.

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

We are proud to announce Jack M. Dunk has been named to the Ameriprise Circle of Success – a distinction reserved for the firm’s top advisors. This recognition reflects Jack’s deep commitment to serving his clients. Join us in congratulating Jack!

Jack M Dunk, Private Wealth Advisor in Gurnee, IL Jack M Dunk is an Ameriprise Private Wealth Advisor serving the Gurnee, IL area. Get the personal financial advice you need to achieve your goals.

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.