Lone Tree Financial Partners

10/23/2026

💡 RMD Reminder: Don't Miss Your Required Minimum Distribution 💡

If you're required to take a Required Minimum Distribution (RMD) from your retirement account, now is a great time to make sure you're on track.

RMDs are mandatory withdrawals from certain retirement accounts, and missing a distribution could result in unnecessary tax consequences. Taking a proactive approach can help you stay compliant and keep your overall financial strategy on track.

At Lone Tree Financial Partners, we can help you:

✅ Understand your RMD requirements
✅ Calculate the appropriate distribution amount
✅ Coordinate withdrawals with your broader retirement income strategy
✅ Evaluate tax-efficient distribution opportunities

As year-end approaches, don't wait until the last minute. A little planning today can help make the process smoother and more manageable.

📞 Have questions about your RMDs? We're here to help guide you through the process.

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10/20/2026

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

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

10/17/2026

💰🔍 You Might Have Unclaimed Money Waiting for You! 🔍💰

Have you ever moved, changed banks, switched employers, or forgotten about an old account? If so, you may have unclaimed property being held by a state treasury.

Unclaimed property can include:
✅ Forgotten bank accounts
✅ Uncashed paychecks
✅ Utility deposits
✅ Insurance proceeds
✅ Refunds and other financial assets

Here's a surprising fact: approximately 1 in 7 Americans has unclaimed property waiting to be claimed, and states return more than $4 billion annually to rightful owners.

At Lone Tree Financial Partners, we encourage everyone to take a few minutes to check the official unclaimed property website for each state where they have lived or worked. You might be surprised by what you find!

🔎 Start your search through your state's official unclaimed property program or visit MissingMoney.com, a search tool endorsed by the National Association of Unclaimed Property Administrators (NAUPA).

A few minutes of searching today could uncover money that's rightfully yours!

https://bit.ly/4imI2pP

10/15/2026

🩺 Medicare Open Enrollment Is Here 🩺

Medicare Open Enrollment is an important time to review your coverage and make sure your health care plan continues to meet your needs.

Life changes, health care needs evolve, and plan options can change from year to year. Taking time to evaluate your Medicare coverage can help ensure you're making the most of the benefits available to you.

At Lone Tree Financial Partners, we're here to help you:

✅ Review your current Medicare coverage
✅ Understand your plan options
✅ Evaluate prescription drug coverage needs
✅ Consider how health care costs fit into your overall financial plan

A little time spent reviewing your choices today can help provide confidence and clarity for the year ahead.

📞 Have questions about Medicare Open Enrollment or your coverage options? We're here to help guide you through the process.

https://bit.ly/4zuYv0N

10/07/2026

🔐🛡️ National Cybersecurity Awareness Month 🛡️🔐

In today's connected world, protecting your personal and financial information is more important than ever.

National Cybersecurity Awareness Month is a great reminder to take simple steps that can help safeguard your accounts, identity, and sensitive information from cyber threats and fraud.

✅ Use strong, unique passwords
✅ Enable multi-factor authentication when available
✅ Be cautious of unexpected emails, texts, and links
✅ Monitor your accounts regularly for suspicious activity
✅ Keep your devices and software up to date

At Lone Tree Financial Partners, we believe protecting your financial well-being goes beyond investments and planning. It also means helping you stay informed about ways to reduce the risk of identity theft, fraud, and cybersecurity threats.

A few proactive steps today can help provide greater peace of mind tomorrow.

10/04/2026

🌮🎉 Happy National Taco Day! 🎉🌮

Today, we're celebrating one of everyone's favorite foods: tacos!

And yes, we can't help but notice the irony... National Taco Day isn't on a Tuesday! 😄 While "Taco Tuesday" may have us conditioned to expect tacos on a Tuesday, we're happy to celebrate them any day of the week.

Whether you prefer soft shell, hard shell, chicken, beef, steak, fish, or veggie tacos, today is the perfect excuse to enjoy your favorite combination.

At Lone Tree Financial Partners, we believe it's important to enjoy the little things in life while working toward your long-term goals.

🌮 Just for fun: What's your go-to taco order, and do you think National Taco Day should always fall on a Tuesday?

10/02/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/29/2026

☕ Financial planning tip #427:

Before creating a Coffee Day post, limit yourself to one cup of coffee.

We did not follow this advice.

As you can see, our caffeine allocation strategy resulted in an aggressively coffee-themed design. Fortunately, our investment allocation strategies are much more disciplined. 😉

Happy Coffee Day from Lone Tree Financial Partners!



https://bit.ly/4z7CkxK

09/25/2026

If you needed help with everyday activities, who would step in? Long-term care planning can help you prepare for future care needs while helping protect the people you love. Message me to talk about how planning today can help protect tomorrow.

09/22/2026

Confidence comes from having a plan and a trusted partner by your side.

That's why We're proud to be backed by a firm that has helped clients navigate life's financial decisions for more than 130 years.