Jon D. Parker

08/05/2024

In the unfortunate circumstance that you lose a loved one, Social Security survivors’ benefits can offer financial peace of mind. I’m here to help and guide you through the process of applying for these benefits.

Social Security survivor benefits can help aid your family if a loved one passes. Here’s what you need to know about the program.

07/31/2024

Did you know that all families should fill out the FAFSA, regardless of how much they earn? Let’s connect if you’d like to discuss strategies to save for your child’s education — and how FAFSA may play a role.

Plan for college expenses with more confidence.

07/24/2024

The first half of 2024 is in the books. Ameriprise Financial Chief Economist Russell Price provides his insights on what may be in store as the year progresses.

Find out what the future may hold for the U.S. economy.

07/22/2024

Fact or fiction?: Annuities are only for retirees. Get the truth behind this myth and more in this article.

Clear up common misunderstandings about this investment product.

07/17/2024

I can help you tune your bond and fixed income allocation for what may lie ahead.

Why investors may want to make a move to fixed income before interest rate cuts transpire.

07/15/2024

How much of your income are you assigning to expenses vs. savings goals? I can help you manage the costs of today while also working toward your goals for tomorrow.

07/12/2024

Finding the right balance between risk and reward can help minimize financial stress. In times of turbulence, rebalancing can help bring your portfolio back in line with your long-term strategy. I can review your investment mix and see if rebalancing is right for you.

Rebalancing your portfolio can help you fight instincts to sideline assets when markets get rough.

07/10/2024

With the Tax Cuts and Jobs Acts set to expire at the end of 2025, investors may want to consider how they can take advantage of the lower tax brackets. This strategy is one way to do so.

Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.

07/08/2024

Annuities come in many different forms and can be challenging to understand. I can help you make sense of them ― and how they may fit into your retirement income strategy.

Clear up common misunderstandings about this investment product.

07/04/2024

Happy Independence Day, America! How will you celebrate this Fourth of July?

07/03/2024

Regardless of where you are in your savings journey, I’m here to help you stay on track — so you can enjoy the retirement you’ve always envisioned.

Feel more confident about living the retirement you want, no matter what age or life stage you're in.

07/01/2024

Fluctuating markets can sometimes lead to emotion-driven investment choices. Before you make a move, let’s connect to discuss any changes to your risk tolerance and time horizon.

How can you mitigate investment risk? Consider these investment strategies to help reduce investment risk and potentially earn more consistent returns over time.