Kate Rothenberger, MBA, CFP- Ameriprise Financial Advisor

09/08/2026

Reading opens minds, builds confidence, and creates opportunities.

On International Literacy Day, celebrate the power of learning while recognizing the growing importance of financial literacy in everyday life.

09/07/2026

Celebrating the people whose hard work fuels progress, innovation, and growth. Here's to the dedication, resilience, and impact of workers everywhere. Happy Labor Day!

09/04/2026

Thanks to everyone who joined my webinar yesterday on Understanding the psychology behind financial decisions! If you missed it, don't worry, more educational events are on the calendar.

Whether you're planning for retirement, managing retirement income, or looking to stay informed on financial topics, I'd love for you to join an upcoming session.

See what's coming up:

🔗 https://bit.ly/4qXeIJg

I hope to see you at a future event!

09/03/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

https://bit.ly/3SKB3Nm

09/02/2026

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.

https://bit.ly/4wYP7AX

09/01/2026

Clients: Thank you for all of your feedback and support! I'm excited to share that my current client satisfaction rating is 5 out of 5. If there’s someone in your life that could benefit from my services, feel free to send them my contact information.

Please review important information about My score on my website.
https://bit.ly/4wWko7D

08/31/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

https://bit.ly/4xu7wXk

08/28/2026

Your financial decisions aren’t just about numbers – they’re shaped by emotions, habits and mindset. Join me to explore how behavioral finance and social influences may impact your financial future. You’ll gain insight into recognizing common biases and learn practical strategies to help you stay focused on your long-term goals and make more confident, intentional decisions.

Learn more:
https://bit.ly/4cipGTD

08/27/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

08/26/2026

Change begins when talent, ambition, and ideas are given room to thrive. Women’s Equality Day acknowledges the generations of women whose efforts continue shaping a stronger future!