Keith Weltens - Ameriprise Financial Advisor

05/23/2024

Are you one of the 68% of people who plan to leave real estate to your heirs? Whether it’s a primary residence or a vacation home, communicating your intentions can help mitigate any confusion. Here are three tips to help you start the conversation.

How you set up your gift and communicate your wishes can be an act of kindness for loved ones.

08/03/2023

If you’re curious about investing in real estate, let’s connect. We can help you evaluate these strategies in light of your overall financial goals.

How can you build wealth and generate income using real estate?

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?

03/16/2023

Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 403(b), and governmental 457(b) plans for certain individuals. Let’s discuss how this change may impact your retirement planning strategy.

03/14/2023

If you’re approaching retirement age, the SECURE Act 2.0 now allows you to save more to retirement accounts before you leave the workforce. Let’s review your plans and see how catch-up contribution changes may affect you.

03/10/2023

Beginning in 2024, beneficiaries of 529 plans that have been in place for 15 years or more may be able to transfer the assets to their Roth IRA – subject to the annual IRA contribution limits up to a lifetime maximum of $35,000. If you’re concerned about overfunding your child or grandchild’s 529 plan, this change could offer you more flexibility.

03/08/2023

Did you know: The recently passed SECURE Act 2.0 legislation increased the required minimum distribution (RMD) age to 73 in 2023 and 75 in 2033. Let’s discuss what this means for you and your retirement goals.

03/07/2023

Are you holding elevated balances in your checking or saving account? If so, you may want to consider a higher-yielding cash investment, such as a money market fund or Treasury Bills. Let’s connect – we can determine the right cash investments for your situation.

Cash has returned as a viable investing opportunity.