Kent Copeland - Ameriprise Advisor

With high interest rates, rising prices and a cooling job market, it’s understandable to feel uneasy about the economy. Let’s connect if you’d like to discuss financial steps you can take to feel more secure.

Like a yearly check-in with your doctor, an annual review is key to your financial health. How do you best prepare for an annual review? Start with this checklist of five questions, and let’s connect to evaluate your portfolio and financial goals.

Managing multiple financial priorities can feel like a juggling act. But together we can find a balance between today’s needs and tomorrow’s goals.

Get ready to file your taxes with this checklist. Discover smart tax strategies for HSA and IRA contributions, tips for next year and more.

Successful financial planning is more than just good money management. It’s looking comprehensively at all that can go right, while protecting for all that can go wrong. Let’s talk wholistically about getting you from here to there.

I’m proud to share that Ameriprise has been recognized by Forbes as one of America’s Best Companies 2025. My practice?is focused on helping clients feel confident in their financial future and are honored to be a part of a top firm. Learn more about our ratings in the investment industry: https://bit.ly/3df9a5L

Are you using capital gains tax rates to your advantage? Tip: If possible, wait until you’ve owned an asset for at least a year before you sell it for a profit.

If you’re concerned about the potential impact that economic developments — like tariffs — may have on your portfolio and personal financial situation, let’s connect.

Let’s connect if you have questions about how the evolving market conditions could potentially impact your investment portfolio.

Thinking of buying a new home? Consider these home-buying tips to help you go from house hunter to homeowner.