Bob Fix, CRPC, APMA - Ameriprise Financial Advisor

12/06/2024

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

12/02/2024

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

11/29/2024

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

11/22/2024

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

11/20/2024

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

01/08/2024

Did you know that tax rates may rise in 2026? Provisions of Tax Cuts and Jobs Act are set to expire by the end of 2025. The sooner you act, the more options you’ll have to take advantage of today's lower taxes. Let’s connect and review potential strategies with your tax professional. http://bit.ly/3RAxQga

10/20/2023

Are you missing out on 401(k) “freebies”? In this Wall Street Journal article, Ameriprise Senior Vice President of Financial Advice Strategy and Marketing Marcy Keckler shares the importance of getting your full employer-match.

Experts describe contributing to a 401(k) as “kind of a no-brainer.”

06/29/2023

What do consumers think about inflation? Data suggests that while it is moderating, most still expect prices to remain high over the next few months.

05/18/2023

Spring is in the air! It’s a great time to take a fresh look at your financial goals. Let’s connect.

04/10/2023

What does financial independence look like for you?

03/06/2023

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans