Shawna Petrushkin, CFP

Shawna Petrushkin, CFP Next Level Financial Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

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.

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
04/17/2026

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

College cost madness? Let’s start planning for your child or grandchild’s education and review your savings options.
04/12/2026

College cost madness? Let’s start planning for your child or grandchild’s education and review your savings options.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
04/10/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

04/10/2026

Learn more about why market turbulence may obscure longer-term positives
in this report from the Ameriprise Investment Research Group.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
04/03/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

03/28/2026

Strong corporate earnings remain a bright spot in the current market environment. Despite continued geopolitical headwinds and elevated oil prices, the S&P 500 is on track for the sixth straight quarter of profit growth in Q1. Read more in this recent update from the Ameriprise Investment Research Group.

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident i...
03/27/2026

Consistency often beats “perfect timing.” When markets feel uncertain, I can help you stay invested and feel confident in your plan. Let’s talk.

Address

Oakhurst, CA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 12pm

Telephone

+15596833600

Website

Alerts

Be the first to know and let us send you an email when Shawna Petrushkin, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category