Michael Costa, CFP, CRPC, APMA

09/09/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

09/08/2026

Your business equity touches everything— growth, taxes, and your personal future. We can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/03/2026

Long-term care costs can vary widely based on where you live, when you need care and the type of support you receive. Many people are surprised by just how significant those costs can be. Having a plan in place means more choices and less financial stress when it matters most. Ready to feel more prepared for whatever tomorrow brings? Message me to start your long-term care plans today.

09/02/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

09/01/2026

If you’re considering purchasing a second home, you’ll first want to evaluate the financial risks and benefits. We can help you weigh the pros and cons so that you make an informed decision that’s aligned with your long-term financial goals.

3 key financial factors to consider before purchasing an investment property or dream vacation house.

08/31/2026

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. We can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and how the federal program works.

08/27/2026

Are you getting the most out of your 401(k)? Here are seven considerations to help you maximize your employer sponsored plan.

Get more value out of your 401(k) by following these 8 steps.

08/26/2026

HONORING THE MEMORY OF DOLLY PARTON

BY THE PRESIDENT OF THE UNITED STATES OF AMERICA

A PROCLAMATION

As a mark of respect for the memory of Dolly Parton, I hereby order, by the authority vested in me by the Constitution and the laws of the United States of America, that the flag of the United States shall be flown at half-staff at the White House and upon all public buildings and grounds, at all military posts and naval stations, and on all naval vessels of the Federal Government in the District of Columbia and throughout the United States and its Territories and possessions until sunset, September 1, 2026. I also direct that the flag shall be flown at half staff for the same period at all United States embassies, legations, consular offices, and other facilities abroad, including all military facilities and naval vessels and stations.

IN WITNESS WHEREOF, I have hereunto set my hand this twenty-fifth day of August, in the year of our Lord two thousand twenty-six, and of the Independence of the United States of America the two hundred and fifty-first.

DONALD J. TRUMP

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08/26/2026

Markets have seen quite the turnaround recently. But what’s fueling this rally and are the risks really behind us? Ameriprise Financial Chief Market Strategist Anthony Saglimbene breaks down the dynamics driving the recent market movements.

3 factors driving U.S. stocks higher.