Nicole Southern, CRPC

Even the most successful professionals benefit from professional financial advice. Let’s talk.

IRAs and Roth IRAs offer potential tax benefits today and when you retire. Want to know more? Let’s talk.

U.S. stocks roared to a record high as COVID-19 infections slow and investor anxiety drops. Chief Market Strategist David Joy discusses key drivers.

From Monopoly to Financial Football, these online and board games can help teach your kids basic money management. What games would you add to the list?

The CARES Act waived RMDs in 2020 but they’re reinstated for 2021. I can review your RMDs to help you avoid a big tax penalty.

This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.

With the presidential race called, investors turn their attention to the runoff Senate elections in Georgia.

Keep an eye on the future with financial advice, focused on you.

Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.

Without a final outcome, the election implications for investors remain unclear. Ameriprise Chief Market Strategist David Joy shares his perspective for this uncertain period.

Why worry about tomorrow when you can plan for it? Personal financial advice can help.

The timing of election results and the impacts to the markets remains unclear, according to Ameriprise Chief Market Strategist David Joy.

Wishing you a safe, fun and spooky Halloween!

Don’t forget to set your clocks back this weekend. What will you do with your extra hour?

Are you one of the many adults in the sandwich generation that have responsibilities for both children and aging parents? Together, we can help you navigate your situation and help you build a balanced portfolio.

Investors are still watching and waiting for any movement on a new stimulus package, according to Ameriprise Chief Market Strategist David Joy.

Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.

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