Catherine Heath, Certified Financial Planner professional

10/19/2026

🎂 Help Us Make Birthdays Brighter!

Our office is proud to support hunger relief efforts in our community through the Ameriprise Day of Service. From October 20th through November 2, we're hosting a birthday-themed donation drive to benefit Twin Lakes Food Bank.

If you'd like to support our drive, please consider dropping off birthday celebration items at our office, including:
🎂 Cake mix & frosting
🧸 Small toys
✨ Stickers & bubbles
🍬 Candy
🕯️ Candles
🎉 Streamers, napkins, and other birthday decorations

Can't make it to the office? You can support the cause with a direct donation to Twin Lakes Food Bank: https://bit.ly/4yXOKIJ

For more information, contact us at 916-351-0000 or email [email protected].

Together, we can help make birthdays a little brighter for local families in need. 💙

10/16/2026

🍂📋 Open enrollment season is here... and if your household is anything like this, you've got a lot on your plate. ☕💻👨‍👩‍👧‍👦

Between work deadlines, school schedules, activities, and everyday life, it's easy to rush through your benefits elections and simply pick what you chose last year.

Before you click "submit," take a few minutes to review:

✅ Health insurance options
✅ Retirement plan contributions
✅ HSA and FSA elections
✅ Beneficiary designations
✅ Disability and life insurance coverage

Sometimes the decisions we spend the least amount of time on can have a meaningful impact on our family's financial future.

Take a breath. Grab a cup of coffee. Review your options. Your future self may thank you. ☕🍂

🍁 What benefits election do you find most confusing each year?

10/15/2026

🍝 Taking a pasta-making class in Italy wasn't on my financial planning bingo card, but it taught a valuable lesson. 😊

The instructor didn't hand us a finished plate of pasta 🍽️. We had to learn the steps 👩‍🍳, practice the technique 🎯, and trust the process ✅.

Investing is similar. 📈

The goal isn't to chase quick results ⚡. It's to follow a well-designed plan 📝, make thoughtful decisions 🎯, and consistently move closer to where you want to be. 🚶‍♀️➡️🏔️

Thankfully, both homemade pasta 🍝 and long-term planning 📊 tend to reward patience. ⏳

And judging by the smile on my face, I'd say this recipe was a success! 😄

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

10/15/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/14/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/14/2026

As Hurricane Isaias approaches, our thoughts are with everyone in the affected areas. Please stay safe.

10/13/2026

🕷️ The Scariest Thing About Halloween Might Not Be the Spider...

It's realizing there are only a few weeks left in the year and some important financial tasks are still waiting to be checked off.

Every October, I hear some version of:

"I've been meaning to look at that..." "I'll deal with that after summer..." "I'll get to it before year-end..."

Then suddenly it's Thanksgiving.

If you've been putting off: ✔️ Reviewing your retirement plan ✔️ Updating beneficiaries ✔️ Discussing tax-saving strategies ✔️ Evaluating your investments ✔️ Creating or updating your estate plan

Consider this your friendly reminder from a very large spider.

A little planning now may help you feel much more confident heading into the new year.

What is ONE item you'd like to cross off your financial checklist before December 31st?

10/13/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/09/2026

🚨 Weekend Forecast 🚨

100% chance of folding laundry. 0% chance of enjoying it. 😆

Every Friday, my couch looks like a department store exploded on it. 👕👖🧦

I call it Pile Management.

The funny thing is, we often manage our finances the same way:

➡️ Tax planning... pile. ➡️ Retirement planning... pile. ➡️ Insurance review... pile. ➡️ Estate planning... pile.

Ignoring a pile doesn't make it smaller. (Trust me, I've tested this theory extensively. 😂)

Sometimes the hardest part is simply getting started.

👇 What's one financial task you've been meaning to get around to?

🧺💵✨

https://bit.ly/4j9rpPl