Alan R Lew, CFP

06/22/2023

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.

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.

06/12/2023

The Student Loan Forgiveness application is now live. Not sure if you qualify? Read this article to learn more.

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06/12/2023

We’re proud to share that Ameriprise has been recognized as the overall winner in the wealth manager category in Kiplinger Readers’ Choice Awards 2023. Learn more:

Learn how we've been recognized as one of the top financial advisor companies in the industry.

06/08/2023

Talking about money can be difficult. Here are 9 ways share strong financial values with your child.

Set your children up for success.

06/08/2023

“In our view, the market has grown more comfortable with some of the big uncertainties facing the economy and, to some extent, discounted most of them as mild irritants to growth.”– Anthony Saglimbene, Ameriprise Chief Market Strategist

Get more expert insights by reading the latest Weekly Market Perspectives.

06/02/2023

Congratulations to the class of 2023! Best wishes on your next grand adventure.

05/23/2023

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

05/15/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.

05/10/2023

Many people hope to travel the world in retirement. Where will retirement take you?

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.

05/04/2023

Mistakes happen, even when saving for retirement. See how you can take steps to stay on track toward your retirement goals.

You work hard to save for your retirement. To help you enjoy it and live comfortably, here are suggestions to stay on track.