Kathy E Schneider, CFP, CDFA

Kathy E Schneider, CFP, CDFA Private Wealth Advisor, Ameriprise Financial Services, LLC

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I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s t...
03/12/2026

I’m proud to share that I have been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors. This recognition reflects my commitment to serving clients like you. Thank you for your trust and loyalty!

https://bit.ly/47rmlPw

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thought...
04/09/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

I am are excited to share that I been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s...
02/28/2025

I am are excited to share that I been named to the Circle of Success – a distinction reserved for Ameriprise Financial’s top advisors.

Despite becoming increasingly selective, household spending has been durable. This could be due to a theory called the L...
12/23/2024

Despite becoming increasingly selective, household spending has been durable. This could be due to a theory called the Lipstick Effect. Here’s what you need to know.

Why consumer spending is resilient amid high prices.

Scammers have become more sophisticated. What are you doing to protect yourself and your family? Reach out if you'd like...
10/29/2024

Scammers have become more sophisticated. What are you doing to protect yourself and your family? Reach out if you'd like to see how you can guard against today’s scammers.

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful c...
10/06/2024

To help you sort through the many time-sensitive financial tasks that come up at the end of the year, here’s a helpful checklist that organizes some of the year-end deadlines you need to know. Let’s connect if you’d like help acting on any of the items listed within.

Stay on track with important tasks that could help boost your retirement savings and lower your taxes.

If possible, avoid taking early withdrawals or loans from your 401(k). Taking money out of your account can offset the a...
09/12/2024

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

While it may be tempting to “set and forget” your 401(k) investments, doing so may cost you in the long run. Let’s conne...
09/08/2024

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

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best p...
09/05/2024

Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan for you and your goals. bit.ly/3ZLkKzc

Increasing your 401(k) contribution can help you reach your retirement savings goals faster. For 2023, employees under 5...
08/29/2024

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

Do you know the tax benefits of 401(k)s?bit.ly/3RK0Z8Y
08/26/2024

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

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) ma...
08/23/2024

Many employers will match an employee’s 401(k) contribution up to a certain amount. Does your employer offer a 401(k) match? If so, let’s work together to maximize this benefit. bit.ly/3RK0Z8Y

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4800 Federal Highway Suite D200
Boca Raton, FL
33431

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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Office of Kathy E. Schneider, A private wealth advisory practice of Ameriprise Financial Services, Inc.

**Our Approach**

Through a comprehensive and thoughtful financial planning approach, we work to provide a road map to help our clients pursue their financial goals now and in retirement. We look to provide guidance by following a well-defined client service model that includes regular reviews, updates to your plan when needed, information and ongoing communication. As our relationship grows and you allow us the privilege of becoming your financial advisor and ally over time, we will help you give your wealth purpose and guide you as you travel the pathway toward a more confident future. We also seek to earn the right to be referred to family, friends, and colleagues.

**Areas of Focus**


  • Women's Financial Strategies