Bostwick Wealth Management

It’s appropriate that National Time Management Month is the shortest month of the year. This February, let’s find time to talk.

While kids can learn many beneficial financial lessons from their parents, they can also absorb negative ones. Consider these common family money mistakes and how to avoid them.

Get the personalized advice you need to envision and build a confident financial future.

Required minimum distributions from retirement accounts were waived for 2020 but resume in 2021. Let’s connect on the best RMD strategy for your situation.

In retirement, structure and community are things you may be surprised to miss. Here are some tips on finding a sense of purpose and connection in this new phase of life.

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

National Retirement Security Week is a great time to begin planning for your retirement or to update your existing plans. What are you looking forward to in retirement?

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.

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

Working toward your long-term financial goals starts with making the next right move.

Staying focused amidst uncertainty can help you reach your future financial goals.

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?

Today’s the perfect time to make the next right step toward your long-term financial goals.

If you have someone in your life with college ambitions, let’s talk about saving strategies.

From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.

If your employer elects to temporarily defer payroll taxes, you will see higher take-home pay through the end of 2020 then lower in early 2021. Thinking of this as a short-term loan can help avoid cash flow concerns in the new year.

Shop local is more than a slogan. Local businesses add value to our community in many ways and our support is critical to helping them thrive. Together, we can continue to help them succeed. Let’s talk. #communitystrong

Track your progress toward your financial goals, check your investments, and connect with me through Ameriprise’s secure digital tools.