David J. Pinto, CFP, ChfC

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!

09/02/2026

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.

08/26/2026

Tax season reminder 📋​

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

08/19/2026

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.

08/12/2026

One day, you’re celebrating the start of a new job. Then you blink and you’re toasting to your retirement. Let’s review your retirement savings and make sure you’re on-track.

08/11/2026

As the 2026 U.S. midterm elections approach, Ameriprise Financial experts share their perspectives on how the results may influence the broader market, economy and investments.

07/30/2026

Even the most seasoned investor can feel nervous during times of volatility, but history shows that the market is resilient over the long term.

How to maintain a long-term perspective during periods of heightened volatility.

07/23/2026

Medicare plans change – and so do your needs. Even if your coverage seems to be working, a quick annual review could save you money and headaches.

Why should you revisit your Medicare benefits during open enrollment?

07/23/2026

Are you ready for retirement? I can help you know what actions to take and when to help ensure your post-work life is more relaxing than taxing.

Call me at 530-668-1833 or email: [email protected]

Our pre-retirement checklist may help you improve your savings.

07/16/2026

As we head into the second half of 2026, Ameriprise Financial experts break down key market and economic trends shaping the investment landscape.