Cadence Wealth Management Solutions

10/10/2026

30 years is a milestone worth celebrating!

Please join us in congratulating Laurie on 30 years with Ameriprise Financial!

Three decades of dedication, hard work, and commitment to the people she works alongside and serves is something to be proud of. We're grateful for the experience, care, and energy Laurie brings to Cadence Wealth Management Solutions each day.

Congratulations on this incredible milestone, Laurie! We're lucky to have you on our team!

10/09/2026

Fall can be an ideal time to travel: cooler weather, changing scenery and, in many destinations, fewer summer crowds. Travel + Leisure highlights U.S. cities worth considering for an autumn getaway, with plenty of food, culture and outdoor experiences along the way.

If you could take one long fall weekend anywhere, where would you go?

From Boston to Santa Fe, these are the top 21 U.S. cities for an unforgettable fall getaway, with seasonal feasts, Oktoberfest celebrations, and scenic strolls.

10/05/2026

October is National Financial Planning Month.

A financial plan is not meant to sit on a shelf. It should evolve as your family, career, priorities and responsibilities change.

This month can be a useful reminder to revisit a few questions:

• What has changed since the beginning of the year?
• Are your retirement and savings goals still on track?
• Are there decisions you want to address before year-end?
• Have your estate, insurance or charitable priorities changed?

Small check-ins can make larger financial decisions easier to navigate.
https://bit.ly/4ydo9Xa

10/02/2026

Fall in Rochester is made for getting out and enjoying the season. Visit Rochester rounded up local ideas ranging from apple picking and farmers markets to fall foliage, festivals, performances and seasonal food stops.

What is one Rochester-area fall tradition you look forward to every year?

Rochester, NY is filled with festive activities that will help you make the most of the fall season. Check out this list of 30 things to do and to add to your autumn bucket list.

09/28/2026

Fall has arrived in Rochester.

As the season changes, consider taking a few minutes to review:

• Retirement contributions
• Emergency savings
• Insurance coverage
• Beneficiary designations
• Charitable giving
• Education savings
• Year-end financial and tax appointments

Small reviews throughout the year may make year-end decisions feel more manageable.
https://bit.ly/3VUdBOR

09/28/2026

Congratulations to Ben Stone on passing his Series 7 Exam last week! It is well deserved and just the beginning of great things to come!🌟👏🏼🎊

09/25/2026

Recognizing just a few of the many wonderful daughters at Cadence Wealth Management Solutions this National Daughters Day💕

09/25/2026

Your net worth is more than just a number — it can be a useful way to measure your financial progress over time.

By regularly tracking your assets and liabilities, you can get a clearer picture of where you stand and identify opportunities to strengthen your financial position. Strategies such as paying down debt, consistently saving and investing, building a cash reserve and increasing retirement contributions can all play a role.

See how to calculate your net worth and explore steps that may help you grow it over time.

Read more:

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

09/25/2026

🏆⚾ Congratulations to the Rochester Red Wings on winning the series and claiming the International League Championship! What a season! 🎉

The Rochester Red Wings (2-1) punched their ticket to the Triple-A National Championship Game after eliminating the Memphis Redbirds (1-2) with a 3-2 victory. Trailing 2-1 in the eighth inning, CF Andrew Pinckney ripped an RBI double to tie the game at two and scored the go-ahead run to clinch

09/24/2026

Aging parents may gradually need help with financial responsibilities before they need full-time care.

Possible warning signs include:

• Unopened mail or unpaid bills
• Confusion about account activity
• Difficulty managing property
• Unfamiliar charitable requests
• Changes in spending behavior
• Trouble remembering financial conversations

Families may benefit from discussing who can help, what legal authority may be needed and where important documents are stored before an urgent situation develops.
https://bit.ly/4hc0KQC