White and Associates, An Ameriprise Private Wealth Advisory Practice

10/22/2021

If you could no longer work because you got sick or injured, could you pay your bills? Let’s make sure you don’t have to worry about it.

10/11/2021

Estate planning is about protecting your loved ones, even from taxes. Let’s talk about transferring assets to heirs that can create the smallest possible tax burden.

09/27/2021

If your aging parents need financial support from you, it’s important to set clear boundaries. Learn how you can help while also protecting your own savings.

Are you part of the one third of Americans who are providing financial assistance to your parents? Here's how to do it without wrecking your own savings—or your financial future.

08/12/2021

The loss of a family member is difficult. Here is a summary of common steps that can help ease the stress of financial decisions soon after. Our team is here to help with this process - give us a call today at 952-835-8181 to set up a meeting.

A guide to help you navigate financial implications after a family member passes away.

08/09/2021

If you could retire anywhere in the U.S., which state would you choose and why?

Georgia, Florida and Tennessee top the latest Bankrate ranking.

08/06/2021

Most investors experience at least one financial setback in their lifetime – and overcome it, according to a study from Ameriprise Financial.

Learn about the financial setbacks investors have experienced and get tips on how to make a financial comeback.

08/04/2021

Do you feel confident you're on track to reach your financial goals? We offer personalized financial advice based on your goals and priorities. When you’re ready, reach out to schedule your complimentary initial consultation.

07/30/2021

As you age, healthcare becomes a much larger portion of your total annual spending. The average individual, aged 65-74, can expect to spend around $6,665 annually on out-of-pocket healthcare expenses. Contact us today to create a plan to help cover future healthcare costs.

07/30/2021

You take steps every day to protect what’s important. We can help you make sure you’re doing all you can to protect them financially too.

07/27/2021

Your 30s are a great time to get your finances running smoothly. If you or someone close to you is looking for a second set of eyes, we can help.

It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly.

06/28/2021

If you’re changing jobs, you have options when it comes to your previous employer’s 401(k). We can help you navigate the process. Call our office today to set up an appointment with your Financial Advisor.
952-835-8181

The high job turnover of the last year has orphaned too many retirement accounts.

06/23/2021

Are you protecting yourself online? Here are four tips to keep your money and identity safe.

Scammers are getting craftier. Fight back with knowledge.