John Tritle, CFP

09/02/2026

Retirement accounts are meant to fund decades of future spending, not short-term financial shocks.



https://bit.ly/4i8n8v4

Why early withdrawals raise a red flag with experts and smarter ways to get money in an emergency.

08/31/2026

https://bit.ly/45ZM4xp

College planning isn’t just about saving — it’s about how you save.

Tax‑efficient strategies, including gifting and education‑focused accounts, may help families get more value from their dollars. A helpful read for those thinking ahead.

Use the tax code to your benefit for a loved one’s education.

08/29/2026

Hidden beach finder & a golden retriever. 🐾😎

08/28/2026

✨ Late Summer Housekeeping Check-In

We're well into the second half of the year. Now is a great time to review your Power of Attorney (POA) and beneficiary designations to ensure they still reflect your wishes.

Life can change quickly. Marriage, divorce, a new child, retirement, or changing family circumstances may be good reasons to revisit these important decisions.

Taking a few minutes to review your information today can help ensure your plans continue to align with what's most important to you and your loved ones.




https://bit.ly/4gEgkTB

08/26/2026

https://bit.ly/4gkMvZi

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

08/25/2026

Spent the day on the water with the team. Always nice to get away from the usual routine and spend some time together. ☀️🚤

08/24/2026

Start now, even if it’s small.



https://bit.ly/4y2DD0s

Gen Z is getting an earlier start on retirement than previous generations. Here's how to make the most of your time and give your savings room to grow.

08/21/2026

When markets are volatile, your estate can benefit from a refresh.



https://bit.ly/4qsJERt

Learn how GRATs, Roth conversions and gifting let you take advantage of market volatility to transfer wealth to heirs tax-free.

08/19/2026

https://bit.ly/4qs0nEj

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

08/17/2026

The advice I provide is backed by more than experience and commitment. It's backed by a firm with the strength and resources to help support clients for the long term.​

That's one reason I'm proud that Ameriprise Financial was named No. 302 on the 2026 Forbes Global 2000 list.​

While recognition like this is meaningful, what matters most to me is helping my clients work toward their goals with confidence through personalized advice and a long-term relationship. ​

Thank you to my clients for the trust you place in me every day.​

Learn more about what sets Ameriprise apart: https://bit.ly/3df9a5L