Paladin Legacy Advisory Group-Rodney Jacobs

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Paladin Legacy Advisory Group-Rodney Jacobs

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Paladin Legacy Advisory Group, A private wealth advisory practice of Ameriprise Financial Services, LLC

Rodney Jacobs, Financial Advisor, Ameriprise Financial Services, LLC

05/29/2026

Tax season reminder 📅

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

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.

05/25/2026

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

05/22/2026

Tax season reminder 📋

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

05/19/2026

When it comes to long-term goals, flexibility matters. Building a plan that allows for growth while being mindful of downside risk can help you navigate market changes with less stress. The right strategy isn’t about timing the market, it’s about planning for it. Message me to learn more.

05/15/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.

An HSA may offer:
✅ Contributions that may be taxable
✅ Tax-deferred growth
✅ Tax-free withdrawals for qualified medical expenses

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

05/13/2026

Midterm elections don’t just shape the political landscape; they impact financial markets too. Find how stocks typically behave during a midterm election year and learn portfolio positioning strategies to navigate the 2026 election cycle.

05/12/2026

Market ups and downs are part of investing, but they don’t have to derail long-term plans. Having a strategy that balances growth potential with risk awareness can help bring more confidence to retirement planning. A thoughtful approach can make it easier to stay on track through changing market conditions. Message me if you’d like to start the conversation.

04/21/2026

Markets started 2026 under pressure as investors weighed continued uncertainty in the Middle East. Heading into Q2, Ameriprise Financial experts break down recession risk, key emerging-market trends and what recent geopolitical developments could mean for your portfolio.

03/26/2026

Your income is the engine that powers your lifestyle and goals. Protecting it means protecting your future. Let’s connect to discuss solutions that help keep your plans moving forward.

03/19/2026

Adjusting your portfolio doesn’t have to result in triggering taxes. Let’s explore solutions that can give you flexibility and control. Connect with me to get started.

Address

401 E Jefferson Street, Ste 100
Plymouth, IN
46563

Telephone

+15749362571

Website

https://www.ameripriseadvisors.com/rodney.l.jacobs/, https://www.ameripriseadvisors.com/team/paladin-legacy-advisory-gro

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