Rick Ochterbeck, CFP Private Wealth Advisor

11/27/2025

Happy Thanksgiving! What are you thankful for this year?

11/11/2025

Today, we honor all those who have served our country. We thank you for your service and sacrifice.

09/01/2025

Wishing you a safe, fun and relaxing Labor Day.

08/26/2025

During times of uncertainty and volatility, bonds can bring a degree of stability to your portfolio. If you’d like to discuss how to incorporate fixed income into your investment strategy, let’s connect.

Bonds have brought stability and solid returns to portfolios in 2025. Will that continue?

08/20/2025

Are you five years or less from retirement? If so, it’s time to start planning your Social Security income strategy. I can help you understand your benefits to know when you should start collecting.

Find out what Social Security benefits you may qualify for and when you should start collecting.

08/12/2025

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.

07/04/2025

Happy Independence Day! How do you plan to celebrate this Fourth of July?

07/01/2025

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

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

06/15/2025

Happy Father’s Day to dads everywhere! How are you celebrating your dad today?

05/30/2025

Successful financial planning is more than just good money management. It’s looking comprehensively at all that can go right, while protecting for all that can go wrong. Let’s talk wholistically about getting you from here to there.

05/29/2025

May 29 is the perfect day for some college math. Use this calculator to estimate the cost of higher education for your child or grandchild. https://bit.ly/4iF0G9M

05/28/2025

Your money deserves to grow to its full potential. With tax-deferred solutions, you can keep more of what you earn working for you. Let’s discuss how we can help make your plan more efficient.