Eric Oatman

02/27/2024

Inflation pressures are easing and the economy is cooling. Here’s what that may mean for the direction of interest rates in 2024.

Get our interest rate outlook for 2024.

02/26/2024

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.

Each generation has their own financial needs.

02/24/2024

Do you feel like you need to play catch-up with your retirement plans? No matter where you are in your career, we can help you save for retirement now.

02/23/2024

I will partner with your tax professional to identify which tax deductions and credits may benefit you.

Reduce your tax liability by taking advantage of the different tax breaks that may be available to you.

02/22/2024

Are you nearing retirement? If so, let’s connect to develop a tax-efficient withdrawal strategy that takes four key factors into consideration:
1. Expenses
2. Sources of income
3. Tax situation
4. The current market

4 factors for investors to consider

02/21/2024

The S&P 500 Index recently surpassed 5,000 for the first time ever. Since the October lows, the Index is up over +21.0%. It’s hard to ignore the continued strength and resiliency of the U.S. economy, outsized profit growth from Big Tech, falling inflation, and the growing likelihood the Federal Reserve will cut interest rates this year.

02/20/2024

Are you prepared for market volatility? Here are five tips for navigating the fluctuations.

02/12/2024

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

Here’s what to expect and when.

02/10/2024

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.

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.

02/09/2024

Pass on financial values to your children with these age-appropriate tips. What lessons would you add to the list?

Set your children up for success.

02/08/2024

As you prepare for the 2023 tax season, I am available to partner with your tax professional to help make the filing process easier on you.

Minimize stress during the tax filing season with this checklist.