Kiefer & Osgood Private Wealth Management

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

08/27/2026

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.

08/24/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

08/21/2026

Are you concerned about your retirement readiness? The right strategy can make all the difference – bringing clarity and confidence. Let’s connect to explore where you stand.

08/19/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

08/17/2026

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.

08/14/2026

To discuss further, email Brian at [email protected]

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.

08/10/2026

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.

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 how the federal program works.

08/07/2026

Are you ready for retirement? can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

We can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Our pre-retirement checklist may help you improve your savings.

08/05/2026

Don’t let normal market highs and lows throw you off balance. We can help you navigate any fluctuations and stay focused on your goals.