Brett Weaver

09/23/2023

Happy Fall! What’s your favorite autumn activity?

09/22/2023

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.

09/12/2023

Retirement is a time you can discover something new. What will you explore in retirement?

09/04/2023

Wishing you a day of leisure and relaxing downtime. You’ve earned it! How are you spending the day?

08/25/2023

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

08/21/2023

It’s never too late (or early) to start saving for retirement. Let’s review your current financial picture and discuss retirement strategies that are right for you.

Understand the key steps to get started on planning for retirement.

08/04/2023

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

07/21/2023

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

07/12/2023

Whether you're thinking of downsizing or rightsizing your home in retirement, here are a few factors to consider.

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.

07/10/2023

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

07/04/2023

Wishing you a safe and celebratory Independence Day!