Steven J. Gehrke, CFP, CLTC, MBA

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

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.

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/11/2025

Sending love and appreciation to all mothers today.

04/07/2025

It’s America Saves Week! Take time to pause and check in on your finances. One quick tip: review your subscriptions and memberships. Consider pausing or cancelling anything you’re not using right now.

02/14/2025

Happy Valentine’s Day! May your day be filled with happiness and love. How are you planning to create meaningful connections today?

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.