Rich Van Loan, CFP, CRPC, CLTC

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

05/11/2026

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

04/28/2026

I'm incredibly proud to be part of Ameriprise Financial, a firm that was named one of TIME’s America’s Most Iconic Companies of 2026.

For 131 years, Ameriprise has helped clients feel confident about their future and live better lives. It’s why I do what we do.

Financial planning and advice that you can trust is life-changing.

Learn more about how we’re delivering personalized financial advice and solutions that matter: https://bit.ly/3df9a5L

04/27/2026

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

04/26/2026

Explore how biological instinct drives market cycles and what this might mean for future market performance.

Why your natural instincts could impact your investment returns.

04/25/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

04/23/2026

Retirement planning is more than just financial. It’s emotional. 78% of investors say the responsibility is on their shoulders – but many feel unprepared. Feeling better prepared can start with a simple conversation. Reach out to me and let’s talk about your goals.