Katya Thompson-Cantu - Ameriprise Financial Advisor

03/20/2025

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

03/16/2025

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

03/13/2025

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

03/10/2025

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

03/06/2025

End-of-life care is a difficult but important conversation to have between you and your loved ones. An estate plan allows you to specify your final wishes and establish special arrangements for your remains. https://bit.ly/3wxrbaD

03/04/2025

With a documented estate plan, you decide the fate of your assets based on factors you feel are most important. https://bit.ly/3wxrbaD

02/18/2025

Do you earn too much to contribute directly to a Roth IRA? Don’t miss out on the potential tax-savings benefits by taking advantage of alternate strategies for this account. I can help you identify how you can still benefit.

Roth IRAs are powerful retirement savings accounts.

02/11/2025

It’s easy to lose momentum after the excitement around New Year’s resolutions fade. Don’t let that happen to you — here are few tips to help you reach your financial goals.

Set specific, realistic money goals and make a detailed strategy to achieve them.

02/04/2025

Are you and your partner among the 62% of couples that plan to retire at different times? I can help you adapt your retirement strategy so you both feel supported.

The majority of couples retire at different times. Here’s how financial advisors can help them plan better for this.

01/28/2025

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.

12/25/2024

Merry Christmas to you and yours!

12/17/2024

It’s time for a health check – for your portfolio that is. Regularly reviewing and rebalancing your portfolio helps ensure it is aligned with your goals and risk tolerance. Schedule an annual review, and I can discuss rebalancing options.

When’s the last time you rebalanced your investment portfolio?