The Henry Group, a private wealth advisory practice of Ameriprise

06/12/2026

Retirement isn’t just about deciding when to stop working.

It can involve:
• Income planning
• Healthcare considerations
• Social Security timing
• Taxes
• Lifestyle changes
• Legacy goals

The transition into retirement is often more complex than people expect — which is why preparing early can make a difference.
https://bit.ly/4epePr7

06/10/2026

A 1031 exchange can be a valuable strategy for real estate investors looking to defer capital gains taxes while continuing to grow their investment portfolio.

In our latest article, we break down the basics of how 1031 exchanges work, key rules to know, and important considerations before getting started.

Read more here:

For real estate investors, selling a property can create new opportunities—but it can also come with tax considerations.

06/09/2026

A growing disconnect between two market forces — AI and consumers — may test the recent stock rally. Ameriprise Financial Chief Market Strategist Anthony Saglimbene explains this widening divide and how it could become a key risk for markets going forward.

06/08/2026

Having a high income and building long-term financial stability are not always the same thing.

Building wealth is one thing. Creating a strategy to support your goals over time is another.

That’s why planning matters.
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06/05/2026

Happy National Donut Day!

A little sugar and coffee to help power the team through another Friday.

What’s your go-to donut order?

06/03/2026

Halfway through the year is a great time to pause and reassess.

Are your financial goals still aligned with where life is today?

Summer often brings changes — travel, college planning, career moves, retirement discussions, and shifting priorities. A mid-year review can help identify opportunities and keep long-term plans moving forward.
https://bit.ly/4ubaeys

05/29/2026

Saving for education is a goal many families share.

529 plans are one way to begin planning for future education expenses and explore available options over time.
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05/27/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

05/25/2026

This Memorial Day, we pause to remember and honor those who gave their lives in service to our country.

We are grateful for their sacrifice.

05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.