Jason Wendt CEPA, APMA, AIF

10/16/2026

Medicare decisions aren’t always “set it and forget it.”

Plans, costs and healthcare needs can change from year to year — and those changes may affect your retirement income plan and overall budget.

An annual review can help you determine whether your current coverage still fits and where an adjustment may make sense.

Schedule a conversation to review your Medicare coverage and its impact on your retirement budget.

Why should you revisit your Medicare benefits during open enrollment?

10/16/2026

Market losses can be difficult, but they may also create a tax-planning opportunity.

Tax-loss harvesting can help offset realized gains by selling certain investments at a loss.

It’s a strategy that works best when considered within your overall investment plan, tax situation and long-term goals.

Potentially turn investment losses into tax-savings opportunities with this tax strategy.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

Is your Medicare coverage still working for you?

The coverage that fit your needs a few years ago may not be the best fit today.

Learn when you can make changes and what to consider as you review your options.

Get answers to common questions about changing your Medicare benefits.

10/14/2026

Open enrollment is about more than choosing a healthcare plan.

Your selections can affect your benefits, out-of-pocket costs, cash flow and broader financial plan for the year ahead.

Before you enroll, use these seven questions to take a closer look at your options — and consider how your choices fit into your overall planning.

Take advantage of all the benefits offered by your employer with these open enrollment tips.

10/14/2026

Getting ready to enroll in Medicare?

Understanding your deadlines, coverage options and potential costs can help you approach the process with more confidence.

Review the key steps — and common mistakes to avoid — before you sign up.

A step-by-step guide to enrollment.

10/13/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/12/2026

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.

10/09/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/07/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.