Lists & Tip Sheets

Romance is in the air this time of year, but not all conversations come easily for most lovebirds – and differences in opinion about money matters can endanger the chemistry of a happy couple. Though it’s unrealistic to think that any two people will always see eye-to-eye when it comes to finances, understanding one another’s financial priorities and money management style can help you avoid disagreements. Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial, offers five suggestions to guide financial conversations between couples.

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It’s natural to feel a bit apprehensive about retirement, especially as concerns about the economy continue to linger and career setbacks remain prevalent. The options and advice available to you can often seem overwhelming and complex, but there are several simple things you can do if you’re feeling unprepared for your retirement years. Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial shares the following steps to help you prepare for — and feel more confident about — your retirement.
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Congratulations – reaching retirement is no small feat. Hopefully your careful planning and saving is paying off. While your retirement years should be a time to relax and experience new things, remember to keep your eyes and your attention on your finances. Suzanna de Baca, vice president of wealth strategies at Ameriprise Financial, suggests the following areas of focus for retirees.
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