Westhafer, Moore & Miller

08/18/2025

As fraud becomes more sophisticated, staying vigilant is important. We share signs of five cybersecurity scams to help protect you and your assets.

As fraud becomes more sophisticated, staying vigilant is important. We share signs of five cybersecurity scams to help protect you and your assets.

Stay ahead of bad actors by knowing how to spot the top threats of 2025.

07/07/2025

Markets move. Goals evolve. One thing that shouldn’t change is your plan to stay on track. Let’s talk about strategies that can offer long-term growth potential while helping manage volatility, especially during uncertain times.

06/16/2025

Fact or fiction? Medicare will cover all your health care costs during retirement. Get the truth behind this myth and others.

When mapping out your retirement years, it’s critical to have the right information.

06/09/2025

Many people hope to travel the world in retirement. Where will retirement take you?

Financial considerations for traveling in retirement.

06/02/2025

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 on our website.

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

05/27/2025

Don’t wait until your child is in high school to start thinking about college costs. The earlier you begin planning the more financing options you’ll have.

5 considerations as you set your child’s education goal

05/12/2025

Did you know the IRS requires you to withdraw money from select investments at a certain age? We can help you navigate these required minimum distributions (RMDs).

Understand the nuances of RMD planning, including how to calculate your RMD, which accounts require distributions and how to avoid any potential tax penalties.

05/05/2025

A Roth IRA can provide tax-free growth and withdrawal but is converting your traditional IRA the right move for you? Let’s review the tax implications before you decide.

For certain investors, a market decline can be a good opportunity to explore the benefits of a Roth conversion.

04/21/2025

Before you begin the house hunt, we can help you organize your finances and determine how much house you can afford.

These financial steps to buying a house detail essential information for the home buying process.

04/14/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

04/07/2025

“Investing takes discipline, patience, and an understanding that market and economic conditions move through good times and bad times. How one reacts or doesn't react to the stress is what largely determines investment success over time.”
- Anthony Saglimbene, Ameriprise Chief Market Strategist

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

03/24/2025

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.