Olga Jones Financial Advisor

Achieving goals can take careful planning. What actions are you taking today to reach your goals tomorrow?

On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.

Q1 earnings exceeded expectations. Ameriprise Chief Market Strategist David Joy provides insight on record stock prices and the labor market.

Asset operators typically have higher quality real estate assets in their portfolios, with durable income that is more sustainable throughout various market cycles.

Happy Mother’s Day to all moms, everywhere, for everything you do!

GDP is expected to rebound in 2021-indicating potential for promising growth in commercial real estate. Have you considered incorporating real estate into your portfolio?

Together, we’ll document your goals, track your progress, and make ongoing recommendations to help you adjust to whatever life might bring both the expected and unexpected.

With time on your side, your finances have much more space for potential growth and more wiggle room for risks. Let’s chat.

As the oldest millennials turn 40 this year, what is the reality of their financial situation?

If you or a loved one require long-term care, you may be able to deduct a portion of the costs on your tax return. We can join a conversation with your tax professional.

Are you engaged or newly married? We can help you review or identify your goals and plan your financial future together.

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.

It’s not too late to reduce your 2020 tax bill. We can work with your tax professional to implement smart tax strategies that could save you money.

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?

Planning to retire in the next ten years? Consider these steps to help prepare for life after work including meeting with us to outline a plan.

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

How will the latest stimulus package and pace of vaccine distribution impact the markets? Ameriprise Chief Market Strategist David Joy shares his insights.

Only four out of 10 adults have a long-term estate plan, primarily due to procrastination. Let’s talk about finally getting around to it.

Money can be a major source of conflict in any relationship but it doesn’t have to be. Here are nine tips for a harmonious financial partnership.

Sticking to a new, daily schedule may help us maintain balance in our lives. What routines are you keeping during the pandemic?