Point Forward Wealth Advisors

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/14/2026

🐐🌿 Teamwork looks a little different outside the office!

Our team recently spent a day volunteering at the Oregon Zoo as part of a team-building event. Together, we helped improve the mountain goat habitat by scooping dirt, removing thistle, clearing broken branches, hauling away unwanted logs, and building new pathways throughout the enclosure.

We are grateful for the opportunity to support such an incredible community resource while spending time together outside the office. It was a rewarding day of hard work, collaboration, and giving back to our local community.

A special thank you to the Oregon Zoo for welcoming us and for all they do to care for wildlife and maintain such beautiful habitats. We were honored to contribute to such an amazing organization!

10/11/2026

10/07/2026

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.

09/16/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

09/15/2026

Here’s why today's bond market may offer compelling income opportunities for investors, according to Ameriprise Financial Fixed Income Strategist Brian Erickson.

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!

09/03/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

09/01/2026

Whether you’re changing jobs, retiring early or navigating a major life change, losing health insurance can be scary. The good news is there are several options to help you stay covered. From COBRA to marketplace plans, learn which one is right for you.

Find out how to address your health care needs in the event of a coverage gap.