John Vidal

03/27/2025

Did you know there’s a retirement savings lost and found? Use the Labor Department's new database to help you track down funds from a past employer.

The Retirement Savings Lost and Found Database serves as a centralized location to find lost or forgotten retirement benefits and get information on how to obtain those funds.

02/28/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

02/21/2025

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Minimize stress during the tax filing season with this checklist.

02/14/2025

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.

02/11/2025

Are you paying for services you’re not even using? Check your bills for subscriptions, memberships and other extras to uncover potential savings opportunities.

Cut spending and save more by incorporating these strategies into your financial routine.

02/03/2025

The IRS released its annual inflation adjustments for the 2025 tax year, featuring a slight uptick in income ranges for each bracket compared to 2024. Let’s review together and discuss the appropriate tax strategy for you and your goals.

Get better acquainted with the 2024 and 2025 tax brackets, the various filing statuses and the difference between taking the standard and itemized deductions.

01/30/2025

I’m proud to share that Ameriprise has been recognized by Forbes as one of America’s Best Companies 2025. My practice is focused on helping clients feel confident in their financial future and are honored to be a part of a top firm. Learn more about our ratings in the investment industry: https://bit.ly/3df9a5L

01/27/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/23/2025

If you’d like to discuss how the new year’s external environment may affect your investment portfolio, let’s connect.

Why guarded optimism is the key investor sentiment as we begin the new year.

01/10/2025

A key element of managing your finances is knowing where your money is coming from, where it’s going and what you can do with the rest. Having a system in place can help you make smart money decisions. Let’s connect to create a plan that balances your immediate cash flow needs with longer-term priorities.

Create a personal cash flow management plan that works for your short-term needs and long-term goals.

01/07/2025

Do you know your net worth? Use our net worth calculator to assess where you are along your wealth-building journey. I can help you track your net worth and identify strategies to help it grow over time.

Leverage these strategies that can help increase your net worth over time.

01/02/2025

New tax thresholds and retirement contribution limits for 2025 are now available. Let’s connect to discuss how these adjustments could affect how you save, spend and invest.

Stay on top of the cost-of-living changes from the IRS and other federal agencies with this guide.