Lyndsey M. Berry, Financial Advisor, Ameriprise Financial Services, LLC

04/14/2025

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

04/10/2025

Don't let short-term market movements deter you from your long-term financial goals.

04/08/2025

Achieving financial goals takes discipline and a long-range view. What actions are you taking today to reach your goals tomorrow?

04/07/2025

Before you begin the house hunt, I can help you organize your finances and determine how much house you can afford.

These financial steps to buying a house detail essential information for the home buying process.

04/03/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.

04/02/2025

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Get answers to your top questions about the current situation.

04/02/2025

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Minimize stress during the tax filing season with this checklist.

04/02/2025

Tariffs, inflation and other economic headlines have caused recent market fluctuations. See how you can navigate an uncertain landscape: https://bit.ly/41AwGWT.

04/15/2024

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Learn more about the tax treatments of different sources of retirement income so you can keep more of your hard-earned money.

04/10/2024

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

04/08/2024

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

04/01/2024

How can you retire more comfortably and confidently during a challenging market? One option to consider is leveraging a bucket strategy, which segments your assets into three, time-focused categories. Let’s discuss if this option makes sense for you and your goals.