Duane Lusson at Ameriprise Financial Services, LLC

09/02/2026

The SALT deduction has changed — and it may affect how much you can deduct and how you plan ahead. This article breaks down what to know now. If you’re considering how these changes fit into your broader financial strategy, I can help.

Explore what the SALT deduction is and how you may be able to use it lower your overall tax bill.

09/01/2026

Planning for retirement is about feeling confident in what comes next. If you’re unsure how long your savings will last or just want a clearer plan for withdrawing assets, managing risk and taxes — I’m here to help.

Together, we can build personalized, retirement income strategies to support your goals and help your money last.

Ready to feel more confident about your future? Let’s talk.

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08/31/2026

Are you looking outside the US when you invest? Don’t sleep on the opportunities abroad. On average, 78% of top-performing companies in the MSCI ACWI have been non-US stocks over the last 15 years.

08/28/2026

A quick heads-up for retirement savers: rulers are changing.

Starting this year, catch‑up contributions may work differently for certain earners, especially when it comes to Roth accounts. Knowing what’s ahead can help avoid surprises and support smarter planning.

A small update today can make a meaningful difference tomorrow. It may be a good time to revisit your retirement savings strategy.

Understand the tax and savings implications of the new rules for high earners.

08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

08/26/2026

📚✏️ Wishing all students, teachers, school staff, and families a safe, successful, and happy school year!

As a new school year begins, may it be filled with learning, growth, new friendships, and exciting opportunities. Have a wonderful first day back and a fantastic year ahead!

08/25/2026

How do you know which Medicare plan is right for you? Consider these questions and let’s discuss which plan could meet your personalized needs.

08/24/2026

A strong retirement plan isn’t just about what you do — it’s about what you avoid.

Seemingly small missteps — around taxes, timing, or risk — can quietly impact long-term outcomes.

This article highlights 10 areas worth a closer look.

Together, we can identify what to adjust now — so your future stays on track.

Uncover strategies to avoid retirement planning pitfalls and help secure your future.

08/21/2026

Want to pursue your goals without disrupting your investment strategy? Let’s talk about how you can access liquidity while staying on track. Message me to learn more.

08/20/2026

As retirement gets closer, many people look for ways to stay invested while also protecting what they’ve built. Solutions that can help buffer the impacts of market downturns may provide greater confidence as you plan for the road ahead. Let’s connect to explore options for managing risk in retirement.