Northshore Financial Group- Lee Roberts, CFP

10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

09/22/2023

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

08/25/2023

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

07/21/2023

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

07/10/2023

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

06/22/2023

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

06/15/2023

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

05/23/2023

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

05/04/2023

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.

04/27/2023

April 27 is Teach Your Children to Save Day. What tips do you have for teaching young adults the value of saving vs. spending?

04/24/2023

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

03/23/2023

Keep moving toward your goals one step at a time. We can work together to help you stay on track.