Andrew Walmsley - Ameriprise Financial Advisor

07/25/2024

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

07/22/2024

A thoughtful estate plan goes beyond who gets what. Let’s discuss the full benefits of an estate plan and how to get started.

Learn the fundamentals of estate planning and how it can benefit your legacy and loved ones.

11/22/2023

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the account’s tax advantaged benefits. bit.ly/3RK0Z8Y

11/18/2023

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s connect to review your portfolio and ensure it aligns with your risk tolerance, time horizon and goals. bit.ly/3RK0Z8Y

11/17/2023

Planning an early retirement? Let’s discuss when you should take Social Security benefits.

Planning an early retirement? When to take Social Security benefits requires weighing more than just your retirement date.

11/16/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

11/15/2023

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

11/14/2023

Are you concerned about the impacts of taxes on your retirement savings? These strategies can help you reduce your taxes for the long term.

Get tips to help reduce taxes in retirement. These strategies may help you keep more of your money.

11/13/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

11/08/2023

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 50 years old can contribute up to $22,500 to their 401(k) plan. Those 50 and older are eligible for an additional catch-up contribution of $7,500 in 2023. bit.ly/3RK0Z8Y

11/08/2023

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

11/05/2023

Do you know the tax benefits of 401(k)s?
bit.ly/3RK0Z8Y