David Buckhaults, CFP

07/10/2023

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

06/15/2023

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

05/04/2023

A new study from Ameriprise Financial shows the impact adult children continue to have on their parents’ finances. 78% of millennials have received significant financial help from family. Before you give or request money from a relative, let’s discuss the potential impacts.

A new Ameriprise survey about millennials shows that is a question that may continue to come up during planning conversations.

04/27/2023

April 27 is Teach Your Children to Save Day. What tips do you have for teaching young adults the value of saving vs. spending?

02/22/2023

One of the best ways to teach kids about money is to allow them to practice making financial decisions. How have you helped your children or grandchildren learn the basics of money management?

Here’s how you can teach your children how to save, spend, and grow their money wisely.

12/16/2022

From investments aligned with personal values to embracing technology, learn how Gen Zers and younger millennials can start building a portfolio that works for them.

It starts with trusting the process. The good news is Gen Zers and younger Millennials are on their way, a new study says.

11/02/2022

When it comes to saving for college, is your family tapping all the potential sources available to you? Let’s connect to discuss your options.

Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.

10/25/2022

Commodities like energy and agriculture have seen big price jumps this year as demand for basic materials rebounds. Let’s discuss whether commodities may be a good alternative investment.

10/21/2022

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

10/20/2022

Is your once empty nest no longer so empty? Consider these personal and financial tips if your adult children move (back) in.

There are some crucial financial and personal aspects of this living arrangement to consider before moving home.

10/18/2022

From residential to commercial to real estate investment trusts, real estate investing has shifted in recent years. Together we can explore the topic of real estate trends.