Asta Muldoon, CFP, MS, CDFA

Asta Muldoon, CFP, MS, CDFA Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC

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06/16/2026

The markets rallied today and experienced solid gains. provides their thoughts on today’s market upturn in After the Close.

Retirement often brings new financial decisions, including:• Creating sustainable income• Managing taxes• Required minim...
06/15/2026

Retirement often brings new financial decisions, including:
• Creating sustainable income
• Managing taxes
• Required minimum distributions
• Healthcare planning
• Estate considerations
• Updating beneficiaries

Planning doesn’t stop at retirement — in many ways, the strategy simply shifts.
https://bit.ly/4v6DV5a

Internet Myth of the Week:“I can wait until retirement to figure everything out.”Retirement planning is often most effec...
06/13/2026

Internet Myth of the Week:

“I can wait until retirement to figure everything out.”

Retirement planning is often most effective when approached gradually over time — not all at once.

Small planning conversations today can help create more flexibility and clarity later.
https://bit.ly/4fJGUvA

Retirement planning as a single woman comes with unique opportunities and considerations. This article explores practica...
06/11/2026

Retirement planning as a single woman comes with unique opportunities and considerations. This article explores practical steps to help build financial independence, prepare for the future, and create a retirement strategy aligned with your goals and lifestyle.”

Read the full article here:

Overcoming the Gender Pay Gap and Building Financial Independence.

The right timing depends on several factors, including:• Your retirement timeline• Income needs• Health considerations• ...
06/08/2026

The right timing depends on several factors, including:
• Your retirement timeline
• Income needs
• Health considerations
• Marital status
• Other retirement assets

For some people, claiming earlier makes sense. Others may benefit from waiting longer.

It’s important to understand how Social Security fits into your broader retirement income strategy.
https://bit.ly/4xeWLZd

She came. She studied. She conquered. Huge congratulations to Eva for passing her Series 7 exam! After countless hours o...
06/06/2026

She came. She studied. She conquered.

Huge congratulations to Eva for passing her Series 7 exam! After countless hours of studying, determination, and probably more coffee than she'd like to admit, she officially crushed it.

We're excited to celebrate this major milestone and can't wait to see what's next. Way to go, Eva!

06/05/2026

Stock markets can be unpredictable in the short term. See what has to say about today’s activity.

An inheritance can create both opportunities and important financial decisions.Depending on the type of assets involved,...
06/05/2026

An inheritance can create both opportunities and important financial decisions.

Depending on the type of assets involved, there may be:
• Tax considerations
• Beneficiary rules
• Investment decisions
• Estate planning updates
• Long-term income implications

Before making quick decisions, it can help to understand how inherited assets fit into your overall financial picture.
https://bit.ly/4x8q3Zw

06/04/2026
06/04/2026

A reflection on Die With Zero and the idea of using money with intention—not just saving. It encourages thoughtful planning, asking when to enjoy what you’ve built, and aligning your financial decisions with the life you want today.
Legal file: 8737133

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Mattapoisett, MA

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Wednesday 9am - 5pm
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Friday 9am - 5pm

Telephone

+15089162337

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