F Stephen Dunnuck, CFP, MBA - Financial Advisor

05/22/2024

How does life get better as you age?

04/18/2024

Baby boomers hold an average of $42,520 in student loan debt, according to Education Data Initiative. Ameriprise Senior Vice President of Financial Strategy Marcy Keckler shares her tips for paying off debt and prioritizing a happier, more financially secure retirement.

If you are a boomer currently struggling with student loan debt, don't despair. There are ways to tackle those loans.

04/09/2024

Buying a house or other property is one of the biggest investments you’ll ever make. If you’re looking to make a move, let’s connect.

03/20/2024

Spring is a time of rejuvenation and new growth. What financial goals will you set into motion this spring?

03/12/2024

From Gen Zers to members of the silent generation, what are the top three money moves for each group? Here are tips from Marcy Keckler, Ameriprise’s Vice President of Financial Advice Strategy, and other financial experts.

Each generation has their own financial needs.

03/07/2024

Do you have the guidance you need to achieve your dream financial future? Let’s review your financial progress and make sure you’re on track to reach your goals.

02/22/2024

The key to achieving your goals is to keep moving toward them. We can work together to help you stay on track.

02/07/2024

Your tax strategy can change dramatically during retirement. In partnership with your tax professional, we can help structure your investments and retirement distributions for tax efficiency.

01/24/2024

Planning can turn dreams into realities. Let’s talk about where you want to be financially 1, 5 or even 20 years rom now and how we can work together to help you get there.

01/03/2024

January is National Financial Wellness Month – a time to prioritize your finances and set yourself up for success for the remainder of the year. Let’s schedule a meeting to review your goals and discuss if you’re on track.

12/18/2023

Sending warm wishes to you and yours this holiday season!

12/12/2023

Building a cash reserve can help you feel more confident if the unexpected happens. Let’s connect on saving strategies and other ways to help meet your goals.

11/28/2023

What are you doing today to prepare for your goals for tomorrow? Let’s talk about what’s most important to you and how we can partner to prepare for your future goals.

11/13/2023

Giving to causes important to you can be personally rewarding and enhance someone else's life. It also can offer tax benefits. How do you give back on this ?

10/24/2023

If paying for education – yours, a child’s or a loved one’s – is among your financial goals, let’s review the strategies available to you.

10/05/2023

What financial goals do you have for the future?

09/22/2023

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.

09/12/2023

Retirement is a time you can discover something new. What will you explore in retirement?

08/25/2023

One day you’re celebrating the first day at a new job. The next thing you know, you’re toasting to your retirement. Together we can work to take the right steps today — before you stop working — to support your retirement plans in the future.

08/04/2023

Creating your legacy is more than passing on money. What values or interests will you share with the people you love?

07/21/2023

Investing requires balancing the potential for risk with the possibility of reward. Together, we can review your portfolio and adjust your allocations as needed.

07/10/2023

Millennials: Do you find yourself managing competing demands for your time, money and focus? Marcy Keckler, Ameriprise Financial Senior Vice President of Financial Advice Strategy & Marketing, offers these tips for staying on top of it all.

Six in 10 Millennials feel good financially, but they could benefit from additional planning, especially when it comes to weathering economic hiccups and taxes in retirement.

07/10/2023

For most of us, financial freedom doesn’t happen overnight – it takes dedication, perseverance and a long-range view. What financial milestones are you working toward?

06/22/2023

Speculating about the next major market move can be enticing but should not substitute sound planning. Together, we can review your portfolio and adjust as needed.

06/15/2023

As loved ones get older, families often find themselves providing more support, especially with finances. Here are four important actions to consider as you support a loved ones' financial needs.

06/02/2023

Congratulations to the class of 2023! Best wishes on your next grand adventure.

05/23/2023

Market volatility is a natural part of investing. Together, we can navigate short-term needs while staying focused on your long-term goals.

05/21/2023

Congratulations to Steve Wien on your 13 year anniversary at Bison. That is a great looking Tudor Ranger watch.

05/20/2023

Congratulations to Steve WIen on his 13 year anniversary. That is a beautiful Tudor Ranger watch!

05/10/2023

Many people hope to travel the world in retirement. Where will retirement take you?