Lee Ann Gregg CRPC

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.

08/18/2026

If something feels off, trust that instinct.

Many of today’s most effective scams don’t look suspicious at all — that’s what makes them so dangerous.

Here’s a look at the most common tactics we’re seeing right now — and what to do to stay one step ahead.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

08/14/2026

Retirement isn’t one‑size‑fits‑all.

Some people want travel and activity. Others want simplicity and routine. Defining what “ideal” looks like helps ensure financial decisions support the life you actually want to live.

Refine your retirement dreams by asking yourself these 7 questions.

08/13/2026

Market growth can play an important role in reaching your long-term retirement goals, but managing risk along the way matters just as much. Solutions that combine growth potential with a level of protection can help you stay focused through changing market conditions. Message me if you’d like to discuss strategies that can help you stay invested with confidence.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

08/10/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

I can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

08/07/2026

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition.

Key steps to consider ahead of your first tuition payment.

08/05/2026

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

I can help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.