Anthony Gerardot, CFP, APMA, CKA

06/11/2026

06/10/2026

Needing long-term care isn’t rare, it’s likely. Life can change in ways we don’t always anticipate, and having a plan can bring clarity and confidence when it matters most. Planning ahead can help protect your finances and give you more control over how care happens. Message me if you’d like to start the conversation.

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.

06/07/2026

Summer trips are always so memorable and often get us thinking about the next trip.

For many families, travel also becomes part of a bigger conversation around lifestyle planning, cash flow, tax strategy, and making sure major experiences fit comfortably within the long-term plan. The goal is being able to enjoy these moments confidently without feeling like you’re constantly guessing what’s realistic.

That’s where thoughtful financial planning can really add value.

https://bit.ly/4vtowvy

06/03/2026

Getting ready for a baby? Ameriprise research shows 80% of parents start planning their finances early. But there’s more to think about beyond the basics.

If you’re thinking about growing your family, We're here to help you feel more financially confident. Let’s talk about how to lay the groundwork for a secure future.

06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.