Navigation Wealth Management

Navigation Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC

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Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

This Memorial Day, we remember those who gave their lives in service to our country.
05/25/2026

This Memorial Day, we remember those who gave their lives in service to our country.

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of dow...
05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balanc...
05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow an...
05/10/2026

Today we celebrate the mothers, grandmothers, and maternal figures who give so much of themselves to help others grow and thrive. Wishing a heartfelt Happy Mother’s Day to all who nurture, guide, and inspire — today and every day. 💐

Today we’re celebrating the incredible women who care, support, and keep everything moving—at home and at work.We’re gra...
05/10/2026

Today we’re celebrating the incredible women who care, support, and keep everything moving—at home and at work.

We’re grateful for Beth Shiring, who not only supports our clients behind the scenes every day, but also does the same for her family.
We’re equally thankful for Jenna Kenyon, whose warmth, thoughtfulness and unwavering support is the foundation that allows her family (and our team) to thrive.

To all the moms and mother figures in our community—thank you for everything you do. We hope your day is filled with appreciation, love, and a little well earned rest.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
05/06/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

Wondering how to have open, honest conversations with your kids about money? We have you covered. ​Ameriprise financial ...
04/29/2026

Wondering how to have open, honest conversations with your kids about money? We have you covered. ​

Ameriprise financial planning expert Deana Healy shares her tips on how to talk to your kids about budgeting and saving at every age. ​

Read the article to learn more: http://bit.ly/4pG55gR.

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8484 Westpark Drive Ste 710
McLean, VA
22102

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