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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Planning independently often requires looking further ahead.Ameriprise Financial research shows that advisors help solo ...
06/03/2026

Planning independently often requires looking further ahead.

Ameriprise Financial research shows that advisors help solo adults translate long-term goals into concrete plans — from timing and income planning to defining long‑term financial goals.

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphas...
06/02/2026

Uncertainty is inevitable, but your financial approach doesn’t have to feel uncertain. Retirement strategies that emphasize both opportunity and resilience can help create a greater sense of stability over time. Planning ahead can make all the difference. Send me a message to explore your options.

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, fin...
06/01/2026

Over the last 25 years, 17 out of 20 of the best days of the market either happened during the tech bubble bursting, financial crisis or COVID-19 pandemic. It’s difficult to predict the markets – do you let volatility affect how you invest?

Feeling confident today doesn’t remove the need to plan ahead.Ameriprise Financial research shows many financially solo ...
05/30/2026

Feeling confident today doesn’t remove the need to plan ahead.

Ameriprise Financial research shows many financially solo adults are thinking carefully about aging, long‑term care costs, and making savings last — key considerations when planning independently.

Managing finances independently doesn’t mean every decision is made alone.Ameriprise Financial research highlights how m...
05/29/2026

Managing finances independently doesn’t mean every decision is made alone.

Ameriprise Financial research highlights how many financially solo adults seek guidance when navigating major or unfamiliar decisions — especially as they look to the future.

For many financially solo adults, independence isn’t a temporary phase.New research from Ameriprise Financial shows long...
05/28/2026

For many financially solo adults, independence isn’t a temporary phase.

New research from Ameriprise Financial shows long‑term financial autonomy shapes how people set priorities, plan ahead, and define their goals — regardless of future relationship changes.

Financial independence is sometimes misunderstood as isolating or risky.Ameriprise Financial research shows many financi...
05/27/2026

Financial independence is sometimes misunderstood as isolating or risky.

Ameriprise Financial research shows many financially solo adults feel confident in their financial situation and take pride in managing money on their own.

A closer look at the data offers a more accurate picture of today’s solo adults.

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term grow...
05/26/2026

Planning for retirement means preparing for both the expected and the unexpected. Approaches that support long‑term growth while helping manage uncertainty can make it easier to stay focused on your goals. A solid strategy today can help create more confidence for tomorrow. Message me if you’d like to start the conversation.

Today we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their courage, self...
05/25/2026

Today we remember and honor the brave men and women who made the ultimate sacrifice for our freedom. Their courage, selflessness, and dedication will never be forgotten. This Memorial Day, take a moment to reflect, give thanks, and honor those who gave everything for us. ❤️🤍💙

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527 W 2nd Street
Ottumwa, IA
52501

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

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