Jeffrey Deprisco, Financial Advisor, Ameriprise Financial Services, Inc.

06/21/2026

Happy Fathers Day!

06/18/2026

New rules. New considerations.

Updates to 529 plans and the introduction of “Trump Accounts” are expanding how families may approach long-term education and retirement planning for children. If your child may be eligible, it’s worth understanding how these options differ and where each may fit.

Have questions? We’re here to help.

🔗 Learn more about the program: https://bit.ly/4xHpYfS

🔗 Explore 529 plan basics: www.ameripriseadvisors.com/jeffrey.p.deprisco/insights/529-plan-faq/

Trump Accounts provide eligible American children with tax-advantaged investment accounts courtesy of President Donald J. Trump.

06/10/2026

A timely update for your retirement planning 👇

The latest Social Security report projects the trust fund could be depleted by 2032, with benefits potentially reduced to about 78% if no changes are made.

While this sounds concerning, Social Security isn’t going away—but it does highlight the importance of having a well-rounded plan in place.

If you’d like to talk through how this could impact you, I’m here to help.

The Social Security Administration has released a report with new projections as to when the trust funds that help pay benefits may be depleted.

05/29/2026

A 529 Plan has more flexibility than you might think, including helping your loved one save for retirement. Did you know there are many ways to repurpose unused 529 Plan funds — without penalty — even if your loved one does not go to college? Get in touch to discuss your options.

05/27/2026

Join us in celebrating a very special birthday today—Maria, our amazing Office Manager!

Maria keeps everything running smoothly and always brings positivity to our team. We’re so grateful for all she does!

Help us wish her a wonderful birthday!

05/25/2026

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

05/20/2026

Please join us in celebrating Nikki, our Client Service Manager, as she graduates today!
She’s officially earned her Master's degree in Business Administration from Salisbury University’s Perdue School of Business!
We couldn’t be prouder to have her as part of our team. We’re excited to continue growing with her and can’t wait to see all the amazing things she’ll accomplish next.

05/13/2026

Join our Monthly Seminar Series: Getting Your Financial House in Order: Simple Steps for Clarity and Confidence
Learn practical ways to organize your finances, plan for the year ahead, and set realistic goals so you can move forward with clarity and confidence.
📅 Thursday, May 21
⏰ 1:00–1:45 PM ET
RSVP to register and reserve your spot.

04/23/2026

Happy Administrative Professionals Day! Behind every great team is an amazing admin crew! We’re so grateful for our administrative team who keep our office running day in and day out.
Pictured left to right: Delaney McOmber, Financial Planning Intern; Maria Zweifel, Office Manager; Nikki Dayball, Client Service Manager.

04/07/2026

Some of the most meaningful plans we can make are the ones that bring clarity and comfort to the people we care about most. Join us for an educational webinar focused on funeral pre-planning and how documenting your wishes can help ease decisions for loved ones in the future.

📅 Thursday, April 16, 2026
🕐 1:00 – 1:45 PM EDT
💻 Online Event

Presented by Kim Reiter and Pat Schonacher, Family Service Advisors from Johnson County Memorial Gardens

During this session, we will:
• Introduce the Final Wishes Organizer to help document important decisions
• Discuss why many families choose to plan in advance
• Review the difference between pre-planning and pre-funding
• Explore the pros and cons of funeral policies

📞 For more information: 410.860.1137
📧 RSVP [email protected]