Michael Lindberg - Ameriprise Financial Advisor

09/02/2025

I’m happy to announce that I recently earned the APMA™️ Accredited Portfolio Management Advisor™️ designation!

03/06/2025

“As markets continue to focus on near-term volatility factors associated with tariffs, policy, and Big Tech, profit conditions across several areas of the market could offer fundamental support for investors who are willing to look through potential short-term dislocations.” - Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

01/31/2025

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.

01/27/2025

When you retire, will you travel the world? Volunteer? Take up a hobby? Take the quick Ameriprise Retirement Profiles quiz to discover how you may want to spend your days in retirement. When you’re done, share the results in the comments below.

How do you envision your dream retirement? Take our quiz to discover what kind of retirement you most identify with.

01/22/2025

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.

01/07/2025

Do you know your net worth? Use our net worth calculator to assess where you are along your wealth-building journey. I can help you track your net worth and identify strategies to help it grow over time.

Leverage these strategies that can help increase your net worth over time.

12/09/2024

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?

11/27/2024

Have you explored the calculators on my website? Use these tools to see the potential impact of taxes, interest rates, inflation and more.

Mike Lindberg in Schaumburg, IL has the financial calculators, tools, and estimates to meet your needs.

11/20/2024

How much should you save for retirement? Check out the retirement income calculator on my site to help you start planning. Let's connect to discuss steps to help you reach your saving goals.

For more information about these financial calculators please visit: Financial Calculators from KJE Computer Solutions, Inc.

11/13/2024

“In terms of scope and longer-term market reactions to a Trump 2.0 presidency (outside of the immediate impacts on stocks and bonds last week), there is much undetermined and left open for investors to interpret at the moment.” – Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.