Bodemeijer & Associates

Financial advice is not one-size-fits-all especially across different ages and stages of life. In this article, Marcy Keckler, Ameriprise Vice President of Financial Advice Strategy, and other experts share recommendations for each generation.

From Roth conversions to cashing in older savings bonds, here are five tax-saving strategies to consider before you turn 72.

Federal stimulus programs continue to aid the U.S. economy and capital markets. Ameriprise VP of Fixed Income Brian Erickson summarizes the main implications for bond yields and returns this year.

Kindness and helping others are more important than ever. How do you plan to observe #randomactsofkindness day?

Avoid these common Social Security mistakes that could shrink your benefits.

Some things may feel different this election, but one thing remains the same: the importance of exercising your right to vote.

When determining how much to save for your future, it’s important to know what your spending will look like once you retire. What’s one expense you won’t miss when you enter retirement?

Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.

Wishing you a safe, fun and spooky Halloween!

A year from now, you’ll be glad you remained focused on your long-term goals today. We’re here to help you stay on track.

Americans who receive Social Security benefits will see a 1.3% cost-of-living adjustment in 2021.

Review these steps to learn how you can prepare prior to a job loss and what to do after losing a job. We’re here to help.

Even in the most challenging of times, we can work together to help you navigate uncertainty.

Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.

October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.

It’s a challenging market for homebuyers, but this guide can help you navigate the homebuying process.

Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.

Stock market losses can lead to emotional investing decisions. But we are here to help you navigate all market conditions. If you’re concerned, let’s talk about the options you have to stay on track toward your goals.