Nichole C. LaChance, CFP

06/09/2025

Do you have a child attending college in 2025? If so, don’t miss the June 30 deadline to apply for aid. All families should consider applying - regardless of income. Read more about the FAFSA and how it works in this article.

Plus, what to consider before your student applies for financial aid.

06/06/2025

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

06/04/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review?

Review your financial situation regularly to help monitor progress and stay on track for your goals.

04/29/2024

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years from now and how we can work together to help you get there.

04/24/2024

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.

04/22/2024

In retirement, do you plan to stay in your current home or downsize? Let’s talk through the different scenarios and the impact each could have on your financial goals.

Understand your different housing options and how a new home may affect your retirement.

04/18/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

04/17/2024

The first quarter of 2024 was undoubtedly a welcome one for investors. Here’s what investors should be watching for in Q2.

Can a strong start for stocks set the tone for the rest of the year?

12/08/2023

Are you comfortable with how and to whom your wealth will pass to? We can create a plan that includes a solution to help give you more control over what you pass on.

12/06/2023

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

12/04/2023

What questions do you have about Required Minimum Distributions (RMDs) in retirement? Let’s connect and make sure your distributions are on the right track!

12/01/2023

With the holiday season in full swing, gift giving – whether charitable or personal – is top of mind for many. Here are a few factors to consider if you’re planning to give a significant gift to loved ones or charities.

6 strategic factors to consider before you give.