Duane Lusson at Ameriprise Financial Services, LLC

09/08/2026

🏈 Iowa rivalry week is here!

Vote for your team:
🖤💛 Hawks (the obvious choice 😎)
❤️💛 State (bless your heart ❤️)

We'll count the votes, and next week Penny will proudly wear the winning team's shirt.

Let the fun begin! ⬇️🏈🔥

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/04/2026

📚🦢 A week into the school year and Penny is already thriving...

Glasses? On. 🤓
Homework? Questionable. 🤔
Lunch bag? Accounted for. ✅
Attention span? Missing. 😂

Hope everyone is settling into a great school year!

09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/02/2026

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, I can help.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

09/01/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

https://bit.ly/461jrjq

08/31/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

08/28/2026

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

Understand the tax and savings implications of the new rules for high earners.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

📚✏️ Wishing all students, teachers, school staff, and families a safe, successful, and happy school year!

As a new school year begins, may it be filled with learning, growth, new friendships, and exciting opportunities. Have a wonderful first day back and a fantastic year ahead!