Richelle Rasmussen - Ameriprise Financial Advisor

Richelle Rasmussen - Ameriprise Financial Advisor Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the fi...
12/15/2025

Whether you’re currently a caregiver or want to be prepared for the possibility, we can work together to navigate the financial implications.

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date an...
11/18/2025

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

Changing jobs?  Together, we can evaluate your 401(k) options and determine what's best for your long-term plans
10/15/2025

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference b...
09/23/2025

An estate plan allows you to leave all or a portion of your wealth to a charity of your choice – and make a difference beyond your lifetime. https://bit.ly/3wxrbaD

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receip...
09/22/2025

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the im...
09/19/2025

If you plan to pass on your wealth to loved ones upon your death, the estate planning process can help you reduce the impact of taxes on your assets. https://bit.ly/3wxrbaD

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use t...
09/18/2025

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and ...
09/17/2025

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

By setting your own estate plan, you can avoid going through probate – a court process that would release your records p...
09/16/2025

By setting your own estate plan, you can avoid going through probate – a court process that would release your records publicly. https://bit.ly/3wxrbaD

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can ...
09/15/2025

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful plann...
09/13/2025

Without an estate plan, your loved ones may be left to navigate complex legal and financial challenges. Thoughtful planning can simplify a difficult process for your family in the future. https://bit.ly/3wxrbaD

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or househol...
09/12/2025

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

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247 E. 2100 S
Salt Lake City, UT
84115

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Thursday 8am - 5pm
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