Stephen Wien

06/12/2025

“There isn’t a loan for retirement, and so this is in the category of put your own oxygen masks on first.” Ameriprise Financial Vice President of Financial Planning and Advice Deana Healy shares tips to help parents balance their financial goals in this interview with Fortune.

72% of parents report experiencing guilt while 35% put pressure on themselves to be the 'perfect' parent.

03/11/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

01/23/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

01/16/2025

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Review your financial situation regularly to help monitor progress and stay on track for your goals.

01/13/2025

A key element of managing your finances is knowing where your money is coming from, where it’s going and what you can do with the rest. Having a system in place can help you make smart money decisions. Let’s connect to create a plan that balances your immediate cash flow needs with longer-term priorities.

Create a personal cash flow management plan that works for your short-term needs and long-term goals.

01/10/2025

“While the picture of solid fundamentals continues to cast a mostly positive outlook for where stock prices can go this year, the lingering and unanswered questions about tariffs and policy direction amid elevated stock valuations appear to have stalled the market recently.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

12/25/2024

Merry Christmas to you and yours!

12/24/2024

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.

12/11/2024

Are you wondering when to start collecting your Social Security retirement benefits? The longer you wait, the more benefits you’ll receive, but what’s right for you depends on your unique situation. Let’s connect to discuss.

11/20/2024

When it comes to estate planning, one size doesn’t fit all. Regardless of what unique considerations your family may have, I will work with you and your estate planning team to create a plan that fits your situation.

Understand your options and potential solutions.

11/15/2024

I can help identify tax-smart strategies that make sense for your investment portfolio and your overall financial goals.

Potentially keep more of your investment returns.

10/22/2024

Are you taking full advantage of your company’s retirement saving opportunities? National Retirement Security Week is the perfect time to review your options.