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Graig A Huber, Private Wealth Advisor with Provident Private Wealth, A private wealth advisory practice of Ameriprise Financial Services, LLC

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Medicare decisions aren’t always “set it and forget it.”Plans, costs and healthcare needs can change from year to year —...
11/02/2026

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?

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

Protecting your wealth also means protecting your personal and financial information.A few proactive habits can help gua...
10/30/2026

Protecting your wealth also means protecting your personal and financial information.

A few proactive habits can help guard your accounts, identity and sensitive data from fraud.

Use this checklist as a starting point — and let’s discuss how cybersecurity fits into protecting your broader financial life.

Help keep your information safe from fraud and bad actors.

Market losses can be difficult, but they may also create a tax-planning opportunity. Tax-loss harvesting can help offset...
10/29/2026

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.

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.Tax...
10/28/2026

Selling an investment at a gain may not always be something to avoid — in some cases, it can be a strategic tax move.

Tax-gain harvesting is a lesser-known approach that may help certain investors manage future taxes and support long-term planning goals.

Before putting it into practice, it’s important to consider how the decision fits with your portfolio, income and broader financial plan.

Let’s discuss how tax-smart investment strategies may fit into your broader financial plan.

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and worki...
10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

Are you making the most of your retirement savings opportunities? Increasing your contributions, even gradually, can add...
10/27/2026

Are you making the most of your retirement savings opportunities?

Increasing your contributions, even gradually, can add up overtime and may offer tax advantages.

I can help you evaluate a contribution strategy that considers your goals, budget and overall financial plan.

What could an extra year of consistent saving mean for your future lifestyle?

Making the maximum contributions today can make a huge difference over time. We crunch the numbers.

If something feels off, pause before you act. Today’s scams can look surprisingly legitimate, making them harder to spot...
10/26/2026

If something feels off, pause before you act.

Today’s scams can look surprisingly legitimate, making them harder to spot — and the financial impact can be significant.

Knowing the warning signs is one way to help protect your financial life and the plan you’ve worked hard to build.

Stay ahead of bad actors by learning how to spot the top threats of 2026.

Open enrollment is about more than choosing a healthcare plan. Your selections can affect your benefits, out-of-pocket c...
10/23/2026

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.

Is your Medicare coverage still working for you?The coverage that fit your needs a few years ago may not be the best fit...
10/22/2026

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.

Address

435 East Main Street, Suite 185
Greenwood, IN
46143

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13174973665

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