Patrick R. Convery, CFP

08/31/2026

The plan was a casual bike ride... but somewhere between the pedaling, photo bombs, and nonstop laughs, the memories stole the show.

08/28/2026

When financial decisions aren’t shared, the role of guidance can become even more meaningful.

Ameriprise Financial research shows that among financially solo adults who work with an advisor, guidance supports both confidence and clarity — helping people feel more secure about the future, navigate major decisions, and bring structure to long‑term planning.

08/27/2026

Graduate school isn’t just for recent grads. 🎓

Adults returning to school often face different financial challenges — from family obligations to existing debt. This article explores ways to approach grad school costs thoughtfully.

How to pay for a degree as a nontraditional student.

08/26/2026

When college is around the corner, decisions move fast.

Families often juggle tuition bills, aid offers, and payment options all at once. This guide outlines financial steps to consider as enrollment approaches. A little structure now can help families feel more prepared during a busy transition.

Key steps to consider ahead of your first tuition payment.

08/25/2026

Collecting moments, not miles... and apparently a few goofy faces along the way. Here's to embracing every season with curiosity, joy, and a little bit of chaos!

08/24/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

08/21/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

08/20/2026

There’s no one-size-fits-all approach to saving for college.

While 529 plans are a popular choice, other options may better align with your family’s priorities and how you want to plan.

This article breaks down the differences to help you decide.

We can help you find the approach that supports your goals.

What to consider as you choose an appropriate saving vehicle to meet your goals.

08/19/2026

What story does your favorite photograph tell? World Photography Day belongs to the moments captured in a frame, preserving memories, perspectives, and details that might otherwise fade away.

08/18/2026

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.