Megan L. Spear, CFP, CRPC, APMA

06/02/2026

Health care costs in retirement can sneak up on you, but the good news is you can plan ahead. From Medicare to HSAs to long-term care insurance, there are strategies to help you. Here are a few to get started.

Know your options when it comes to managing this major expense in your retirement years.

05/29/2026

Such a great time taking our team out for brunch today. 💐

Grateful for this group and all the hard work, laughter, and support they bring every day. Days like this are just a small way to say thank you 💛

05/28/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

05/28/2026

Are you saving enough for college? From 529 plans to Coverdell Education Savings Accounts, there are numerous saving options to consider.

What to consider as you choose an appropriate saving vehicle to meet your goals.

05/28/2026

If higher inflation has you concerned about your financial position, let’s connect. I can help you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.

05/26/2026

Wishing Allison a very happy birthday! 🎂

Hope your day is filled with celebration and the year ahead brings many exciting opportunities.

05/25/2026

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

05/24/2026

In observance of Memorial Day, our office will be closed on May 25, 2026. In the spirit of our Family Focus, we wish you a peaceful day of remembrance with those closest to you.

05/23/2026

Want more than a one size fits all approach to investing? Direct indexing is a way to build a portfolio that tracks an index – but still allows for personalization, including tax
considerations and investment preferences. Reach out to me to talk about whether direct indexing fits your plan.

05/22/2026

If higher inflation has you concerned about your financial position, let’s connect. I canhelp you make sense of any personal and portfolio impacts.

Learn why price pressures are re-emerging and whether this upswing could prove short-lived or more enduring.