Cheryl Carretta Whitney, CFP, CRPC, MS Financial Advisor

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

10/02/2025

Markets have been on a rollercoaster this year. What might be next? Ameriprise Chief Market Strategist Anthony Saglimbene provides perspective on investing during volatility.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

06/05/2025

Are you unsure of what to do with your 401(k) when you switch jobs? There are a few options for you to consider:

1. Keep your savings with your previous employer’s 401(k) plan
2. Transfer your 401(k) from your old plan into your new employer’s plan
3. Roll over your old 401(k) into an individual retirement account (IRA)
4. Cash out your old 401(k)

I can help you decide the best option for your financial situation.

When you change jobs, you have several choices regarding what to do with your 401(k). Learn about your options.

05/26/2025

Today we commemorate those who have given their lives in service to our country. We honor their bravery now and always.

05/11/2025

Sending love and appreciation to all mothers today.

04/10/2025

As President Trump’s new tariffs take effect, what’s at stake for your portfolio? Ameriprise experts share their thoughts on the potential impacts.

Sweeping tariffs have increased market uncertainty to levels not seen since the pandemic. Learn what to consider when evaluating the impact of these new policies.

04/07/2025

It’s America Saves Week! Take time to pause and check in on your finances. One quick tip: review your subscriptions and memberships. Consider pausing or cancelling anything you’re not using right now.

03/27/2025

Investing based on your emotions can be costly. Keep these five tips in mind during times of market stress.