Duane Lusson at Ameriprise Financial Services, LLC

Duane Lusson at Ameriprise Financial Services, LLC Private Wealth Advisor, Financial Advisor at Ameriprise Financial Services, LLC

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Changing jobs? A new role can affect more than just your salary.Benefits, retirement plans, and taxes often shift, too. ...
06/24/2026

Changing jobs? A new role can affect more than just your salary.

Benefits, retirement plans, and taxes often shift, too. This quick read outlines financial items worth reviewing before making a career change.

Here are four financial factors to consider before changing jobs. For more financial advice, contact an Ameriprise financial advisor to make an appointment.

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and em...
06/23/2026

Your income is one of your most valuable assets. An illness or injury can stop a paycheck long before retirement, and employer coverage may not fully replace what you earn. Disability income insurance can help protect your lifestyle if work becomes impossible. Let’s talk about how to help protect what you work so hard for.

Starting a business can blur the line between personal and professional finances.Cash flow, taxes, and planning ahead ma...
06/22/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you ...
06/21/2026

Happy Father’s Day to the dads, grandfathers, and father figures who lead with care, strength, and support. Wishing you a day of appreciation and time well spent with those who matter most.

For many, retirement is about seeing more of the world.✈️But making those experiences possible — year after year — requi...
06/20/2026

For many, retirement is about seeing more of the world.✈️

But making those experiences possible — year after year — requires more than just a wish list.

This article outlines how to plan for travel in a way that feels both fulfilling and financially sound.

I can help you make sure your travel goals fit comfortably into your life.

Financially prepare for your next trip with more confidence.

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.
06/19/2026

Juneteenth is a time to celebrate the resilience, solidarity and progress of the Black community.

Think retirement will cost less? Or that there’s plenty of time to plan?Some of the most common assumptions about retire...
06/18/2026

Think retirement will cost less? Or that there’s plenty of time to plan?

Some of the most common assumptions about retirement sound reasonable—but don’t always hold up in practice.

This article challenges a few of those beliefs and offers a more grounded perspective.🔍

Debunk these common misunderstandings and explore the realities of saving for retirement.

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.Being proactive and kno...
06/17/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

I encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how w...
06/17/2026

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisi...
06/16/2026

Long-term care doesn’t just affect finances, it affects families. Without a plan, loved ones often face difficult decisions under stress. Preparing ahead of time can ease the emotional and financial burden for everyone involved. Reach out to discuss how planning today can help protect tomorrow.

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527 W 2nd Street
Ottumwa, IA
52501

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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