Jeremy Heller, CFP, CRPC, APMA

08/24/2026

Your business equity touches everything— growth, taxes, and your personal future. I can help you potentially turn complexity into clarity and create real financial momentum with tips to grow and preserve your business equity.

08/18/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

08/16/2026

This past week, my family had the opportunity to visit Ellis Island and the Statue of Liberty. I hadn't been since I was a child.

The immigrants' stories are a powerful reminder that meaningful success in America rarely happened overnight. It required vision, discipline, and a willingness to make sacrifices today for tomorrow's opportunities.

That's what financial planning is all about: creating a strategy today that helps your family achieve it's goals tomorrow.

Grateful for the history, the perspective, and the family memories.

07/31/2026

As families embark on college move-in season, the packing list should include more than bedding, laptop, and school supplies. Here is an adulting checklist for college-bound students.

College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies. Our Bill Cass highlights the key documents students can prepare before leaving for college.

07/28/2026

Did you know a spouse may be eligible to receive up to 50% of the higher earner's Social Security benefit?

For married couples in need of a strategy, spousal benefits could play an important role.

07/20/2026

I've always had a strange fascination with the Amtrak Auto train, which provides direct service daily between Lorton, Virgina and Sanford, Florida. Last week I finally had the opportunity to experience it for myself.

Beyond being a unique travel experience, it was great reminder that growth often comes from exploring something new. Whether in life, travel, or financial planning, staying curious can open doors to opportunities and experiences you might otherwise miss.

07/16/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships I build and the guidance I provide, and I am grateful to work for a firm that shares those values.​

Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

07/06/2026

Every parent wants to give their child a strong financial start. Let’s connect if you’d like guidance on what might be the right investment vehicle for your family’s goals and priorities.

Explore the different investment accounts that can help you support your child’s financial future.

07/04/2026

As we celebrate Independence Day, I'm reflecting on the values that matter most — freedom, opportunity, and the ability to plan for the future with confidence.

Wishing you and your loved ones a safe and meaningful Fourth of July.

07/01/2026

Millions more tourists could mean billions more in spending. The U.S. could see as many as 10 million more tourists for the World Cup. Early signs suggest that retail sales are already accelerating, and the tournament could also deliver a meaningful boost to June jobs data. Learn more in this report from the Ameriprise Investment Research Group.