Edward W Ochoa, CFP, Ameriprise Financial Advisor

08/01/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/24/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

07/17/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

05/29/2026

Today is May 29, a date chosen to highlight the utility of 529 education savings plans. While these accounts are often associated strictly with four-year degrees, their scope has expanded significantly.

I often speak with families who are surprised by the flexibility these plans now offer. Beyond traditional college tuition, 529 funds can be used for:

-K-12 expenses: Recent changes have increased the annual withdrawal limit for private or parochial school tuition.

-Trade schools and credentials: Costs for professional licensing and vocational programs are often qualified expenses.

-Apprenticeships: Fees and equipment for registered apprenticeship programs may be covered.

-Roth IRA rollovers: For accounts that have been open for at least 15 years, there are now options to transition unused funds into a retirement account for the beneficiary.
If you have questions about how these recent legislative updates impact your existing plan, let's coordinate a time to talk.
https://bit.ly/49Zo7IW

05/25/2026

Today is about more than those we lost; it is about the families they left behind.

05/19/2026

Spring’s in full swing, and it’s not just closets that could use a refresh. Your financial goals might, too! I take the time to understand your priorities, helping you create a plan that aligns with where you want to go. Whether it’s tackling debt, saving for a big moment, or rethinking your budget, a little spring cleaning can go a long way.

05/10/2026

Moms teach us resilience and care—values we carry into our lives everyday. How are you honoring the moms in your life?

05/04/2026

Have you had the chance to connect with your advisor this year? If you’d welcome more proactive communication, let’s start with a complimentary initial consultation and talk about your goals and how working closely together can help you achieve them.
https://bit.ly/4td1M1c

04/29/2026

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

04/29/2026

When it comes to Medicare coverage, what has worked for you in the past might not make sense for the future. We can help you evaluate your options ahead of open enrollment. https://bit.ly/4l3LvJ5