Matthew McMenamy

03/04/2025

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Minimize stress during the tax filing season with this checklist.

02/27/2025

If you’re concerned about the potential impact that economic developments — like tariffs — this article may help provide some insight.

Get answers to your top questions about the current situation.

10/16/2024

As the world changes, it’s worth considering investment opportunities that may arise. If you’d like to discuss, let’s connect.

A look at the potential investment opportunities.

09/03/2024

Choosing when to take Social Security is one of the most important decisions you’ll make as you near retirement. You don’t have to make it alone. Let’s work together to evaluate your options and plan for your future.

08/23/2024

Does your employer offer a Roth 401(k) option? Saving after-tax dollars with a Roth 401(k) can help diversify the taxability of your investments in retirement. Let’s review and see if this strategy is right to you. bit.ly/3RK0Z8Y

08/23/2024

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.

06/14/2024

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.

03/01/2024

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Each generation has their own financial needs.

07/22/2023

Best kid ever. #9 for Jack.

04/27/2023

Reading through some prospectuses during lunch

Looking for financial advice? Ameriprise Financial has more than 10,000 Ameriprise Advisors helping people reach their goals. Find a financial advisor today.

03/23/2023

First lunch out of the office in awhile.

03/08/2023

Effective in 2024, catch-up contributions for participants aged 50 or older must be made on a Roth basis under 401(k), 403(b), and governmental 457(b) plans for certain individuals. Let’s discuss how this change may impact your retirement planning strategy.