Anne C. Peterson, CFP, CRPC, RICP

06/11/2026

Summer is one of the busiest times for moving and homebuying 🏡
Before you make a move, consider:
• How does this fit into your long-term financial plan?
• Are you prepared for ongoing costs (not just the mortgage)?
• Does it align with your lifestyle goals?
A home is more than a purchase; it’s part of your overall financial strategy.
https://bit.ly/43tTYy0

06/08/2026

Happy 💙
Retirement is the perfect time to enjoy meaningful moments with the people who matter most.
Whether it’s traveling together, sharing hobbies, or simply spending quality time, having a solid financial plan can help make those moments possible, without worry.
Here’s to friendships that enrich life—and the freedom to enjoy them fully.
https://bit.ly/43pdfR3

06/04/2026

Graduation season is here 🎓
A new chapter, and new financial opportunities begin.
For graduates (and proud families), a few smart first steps:
• Start building credit responsibly
• Begin saving early—even small amounts
• Understand employer benefits from day one
The habits you build now can shape your entire financial future.

06/03/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.

06/02/2026

Halfway through the year is the perfect time to pause and reassess.
Are your financial goals still on track?
✅ Review your savings
✅ Check your investment allocation
✅ Adjust for any life changes
If you haven’t done a mid-year review yet, now’s the time. Let’s make sure your plan is working for you—not the other way around.

06/01/2026

Happy Pride Month! Celebrating individuality, respect, and the many stories that bring our communities together.

05/28/2026

Hello, summer ☀️
While you’re planning vacations and enjoying longer days, don’t forget your financial wellness.
A few seasonal tips:
✈️ Budget for travel ahead of time
💳 Avoid overspending on credit
📈 Keep long-term goals front of mind
Financial balance = enjoy seamless comfort and complete protection all season long.

05/27/2026

Happy 💙
Retirement is the perfect time to enjoy meaningful moments with the people who matter most.
Whether it’s traveling together, sharing hobbies, or simply spending quality time, having a solid financial plan can help make those moments possible, without worry.
Here’s to friendships that enrich life—and the freedom to enjoy them fully. https://bit.ly/4u2oGZP

05/27/2026

Summer is one of the busiest times for moving and homebuying 🏡
Before you make a move, consider:
• How does this fit into your long-term financial plan?
• Are you prepared for ongoing costs (not just the mortgage)?
• Does it align with your lifestyle goals?
A home is more than a purchase; it’s part of your overall financial strategy.
https://bit.ly/4uIpkgk

05/27/2026

A solid financial plan should evolve as life changes. Marriage, career changes, growing families, or retirement goals are all good reasons to revisit your plan.
https://bit.ly/4dB72rb