Nick Anderson, CFP, CIMA - Ameriprise Financial Advisor

09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

09/07/2026

You're Invited to Our Autumn Festival!

Fall is one of Colorado's most beautiful seasons, and we'd love to celebrate it with you.

Join Summit Wealth Management at Denver Botanic Gardens Chatfield Farms on Sunday, September 27 at 10:00 a.m. for a fun-filled day featuring seasonal activities, family-friendly attractions, and of course, the corn maze!

Space is limited, so be sure to RSVP by September 23.

Reserve your spot today:
https://bit.ly/4zYWHy9

We look forward to celebrating the season with you!

09/05/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

09/03/2026

One week to go!

If Medicare is on your horizon, now is a great time to learn more about your options.

Join Summit Wealth Management for our virtual Medicare 101 webinar on Thursday, September 10, where we'll discuss Medicare costs, coverage, enrollment considerations, and changes coming next year.

Whether you're preparing to enroll for the first time or want a better understanding before open enrollment, this educational session can help.

📅 September 10, 2026
⏰ 12:00-1:00 p.m. MT
💻 Hosted on Microsoft Teams

Presented by Alexis Pepple, MBA, Independent Medicare Broker and Founder of Pepple Insurance.

Visit our Events page and reserve your spot today: https://bit.ly/4zOViKN

Feel free to invite a friend who may benefit from the discussion.

09/02/2026

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

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

09/01/2026

Inertia: The Discipline to Resist Decline

"A ship in harbor is safe, but that is not what ships are built for."
— John A. Shedd

There is an ancient Japanese practice called Misogi, rooted in the Shinto tradition.

Traditionally, Misogi involves standing beneath a cold waterfall or immersing oneself in a frigid river to cleanse the body and mind. The purpose isn't comfort. The purpose is transformation.

The modern interpretation of Misogi has evolved into something equally powerful: Choose one challenge each year that is so difficult there is roughly a 50% chance you will fail.

Why?

Because growth lives on the other side of uncertainty.

This year, my Misogi was training for and completing a 70.3 Ironman triathlon.
For nine months, I swam, biked, and ran. There were early mornings, sore muscles, missed comfort, and plenty of moments where quitting seemed easier than continuing.

That's where inertia shows up.

Inertia is the force that pulls us toward comfort, convenience, and familiarity. It's the voice that says: Skip the workout. Keep the money. Stay where you are. Don't take the risk.

The challenge isn't completing the race. The challenge is overcoming the resistance that tries to prevent us from ever starting.

The same principle applies to health and wealth. If we want to improve our health, we must choose movement over comfort. If we want to build wealth, we must delay gratification, invest consistently, and stay disciplined when uncertainty rises. If we want to grow as individuals, we must willingly place ourselves in situations where success is not guaranteed.

Growth requires discomfort.

Comfort maintains the status quo.

What is your Misogi?

What challenge have you been avoiding because it feels too difficult, too uncertain, or too uncomfortable?

Maybe it's time to jump into the river.

08/31/2026

Building wealth for retirement takes discipline. Protecting what you've built requires a plan. Mistakes around timing, taxes, risk, and distributions often go unnoticed until they're difficult to correct.

That's why proactive planning matters.

This article highlights 10 retirement savings mistakes worth reviewing, whether retirement is years away or right around the corner.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

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

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

08/25/2026

What do you want your wealth to do for you in retirement?

For many people, the answer includes seeing more of the world, creating memorable experiences, and sharing them with the people who matter most.

Making that possible year after year requires a plan that balances today's opportunities with tomorrow's needs.

This article offers insights on how travel fits into a broader retirement strategy.

At Summit Wealth Management, we help clients simplify complex financial decisions and build a plan that supports the life they want to live.

Financially prepare for your next trip with more confidence.