Rick Vanderpool, CRPC, Financial Advisor

10/28/2026

Counter to popular belief, Medicare isn't free, all-inclusive healthcare. Dispel some of the most common Medicare myths:

raymondjames.com

04/25/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

04/18/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

04/15/2026

Tax Day is April 15. If you’re expecting a refund, what’s your plan — vacation, a rainy‑day fund boost, or saving for your future goals? I'm here to help you make the most of it.

04/14/2026

Learn more about why market turbulence may obscure longer-term positives
in this report from the Ameriprise Investment Research Group.

04/13/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

04/12/2026

Even years with positive returns can include meaningful drawdowns. I can guide you through the volatility and keep your focus on long-term goals. Let’s talk.

04/11/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

04/09/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

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