David Newman, CFP

Smart money habits start at home.

Recent Ameriprise research reveals that parents shape how kids think about everything from budgeting and savings to credit cards and debt.

As you invest, you want to ensure that every dollar you put away is working hard. Let’s talk about how the benefits of tax deferral could keep more of your money invested and the solutions that can help.

A lot of people think of nursing home care when they think about long-term care. But the truth is, long-term care can cover almost any service that helps you maintain your quality of life. Let’s talk about the financial options to help you cover the costs of long-term care.

Considering the years of effort you invest in accumulating your wealth, passing on as much of it as you can to those you love or causes important to you is likely on your mind. Let’s talk about your legacy goals and how we can protect it.