Samuel Lookner-Ameriprise Financial Advisor

06/18/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

06/18/2026

Don’t let normal market highs and lows throw you off balance. I can help you navigate any fluctuations and stay focused on your goals.

06/18/2026

AI is creating new opportunities across markets. Let’s connect if you’d like to discuss putting these article’s insights into action.

Explore how to position your portfolio for AI investment growth.

06/18/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

06/12/2026

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Use the tax code to your benefit for a loved one’s education.

06/12/2026

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.

06/12/2026

College planning often starts with one key step: setting clear expectations.

Early clarity around costs, timelines, and priorities can help turn uncertainty into a more focused strategy.

This article highlights where to begin.

Together, we can create a plan that aligns with your goals—and supports what matters most to your family.

5 considerations as you set your child’s education goal

06/12/2026

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.

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

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

06/12/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

06/05/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.