OwnPath Wealth Advisors

At Ameriprise, we know that the habits you build today—financial and personal—create the foundation for the future you want. National Nutrition Month is a great reminder that small, healthy choices can have a big impact over time.

Simple ways to support long term wellness:
• Prep a few healthy meals or snacks each week
• Stay consistent with hydration and daily movement
• Build routines that make healthy choices easier

Just like disciplined financial planning, these habits compound—helping you stay energized, confident, and ready to enjoy the retirement lifestyle you’re working toward.

As we get closer to the tax filing deadline, I wanted to share a quick note and some helpful context. Taxes have been around far longer than the modern systems we use today—long before software, paperwork, or even established currencies. In earlier times, people often paid taxes with grain, livestock, or other goods. As communities expanded and economies became more complex, taxes helped build roads, protect towns, and support the services society relied on. Here in the U.S., the income tax system we recognize today took shape in the early 1900s and has continued to evolve along with the financial world. I like sharing this perspective because it’s a good reminder that taxes have always played an essential role in keeping communities functioning and preparing for the future.

From a financial planning standpoint, we are continuously monitoring changes to the financial landscape, looking for strategies that to minimize taxes in not only the current year, but future years. We are happy to coordinate directly with your tax advisor to ensure the strategies we’re recommending align with your overall tax plan. Our goal, through a coordinated effort, is to help guide decisions today that may position you well for the future.

https://hearsay.social/46aIelM

As we get closer to the tax filing deadline, I wanted to share a quick note and some helpful context. Taxes have been around far longer than the modern systems we use today—long before software, paperwork, or even established currencies. In earlier times, people often paid taxes with grain, livestock, or other goods. As communities expanded and economies became more complex, taxes helped build roads, protect towns, and support the services society relied on. Here in the U.S., the income tax system we recognize today took shape in the early 1900s and has continued to evolve along with the financial world. I like sharing this perspective because it’s a good reminder that taxes have always played an essential role in keeping communities functioning and preparing for the future.

From a financial planning standpoint, we are continuously monitoring changes to the financial landscape, looking for strategies that to minimize taxes in not only the current year, but future years. We are happy to coordinate directly with your tax advisor to ensure the strategies we’re recommending align with your overall tax plan. Our promise to you is that through a coordinated effort, we will continue to do our best to make sure that the decisions being made today, will put you in the best position in the future.

https://bit.ly/46ai8zb