Shawn Barnes - Ameriprise Financial Advisor

04/23/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

04/16/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

04/09/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

04/02/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

01/01/2026

How would losing 40% of your income impact your family? Unexpected events can derail even the best plans. Together, let’s talk about strategies to help guard your financial priorities.

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

06/03/2025

Do you have a child attending college in 2025? If so, don’t miss the June 30 deadline to apply for aid. All families should consider applying - regardless of income. Read more about the FAFSA and how it works in this article on our website.

Plus, what to consider before your student applies for financial aid.

05/30/2025

No one knows if or when things can go wrong. That’s why planning and protecting for uncertainties is the best way to help ensure, financially, things continue to go right. Let’s talk about what that looks like for you.