Nate High, MBA, CFP, APMA - Ameriprise Financial Advisor

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Nathan High
MBA, CFP®, APMA™
Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Further Financial Group
A private wealth advisory practice of Ameriprise Financial Services, LLC

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Downsizing isn’t just a move — it’s a meaningful life transition.While it can bring less upkeep and more flexibility, it...
09/08/2026

Downsizing isn’t just a move — it’s a meaningful life transition.

While it can bring less upkeep and more flexibility, it also introduces important financial decisions around equity, taxes, and lifestyle changes.

This article outlines what to consider before making a move.

Find out what to consider when downsizing and how a new home in retirement may affect your financial situation.

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.Wishing...
09/07/2026

Today, we celebrate the hard work, dedication and perseverance that shape our lives in meaningful ways every day.

Wishing you a relaxing and well-earned Labor Day!

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow ...
09/03/2026

When it comes to retirement planning, time can be one of your most powerful assets. Solutions that help your money grow more efficiently over time may provide an added advantage as you work toward future goals. The right solutions can help you stay on track, so message me to start the conversation.

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key t...
08/28/2026

How will the newly signed One Big Beautiful Bill Act (OBBBA) impact you? We break down what you need to know about key tax changes.

Learn what this law’s key tax provisions could mean for your finances.

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protec...
08/27/2026

Markets change, but your long-term goals don’t have to. Solutions that balance growth opportunity with a level of protection can help you stay focused through the markets ups and downs. A plan built to adapt can make all the difference, so send me a message to discuss strategies for staying prepared.

As more high-profile private companies move closer to the public markets, many investors are asking the same question: S...
08/26/2026

As more high-profile private companies move closer to the public markets, many investors are asking the same question: Should these opportunities play a role in my portfolio?

Before getting caught up in the headlines, it's important to understand the risks, opportunities and ways to gain exposure. Let’s connect if you’d like to discuss.

Learn how mega IPOs could affect your portfolio and explore ways to gain exposure.

Heard of 529 plans — but not sure how they actually work?You’re not alone. Understanding contributions, withdrawals, and...
08/25/2026

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.

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold. Today's envir...
08/24/2026

Interest rates may stay higher for longer, but that doesn't mean investors should put their plans on hold.

Today's environment may offer opportunities to earn income, put excess cash to work and strengthen portfolio diversification. Rather than waiting for rates to fall, now may be a good time to review whether your investments are aligned with your long-term goals.

4 strategies to consider for your portfolio.

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions....
08/21/2026

One of the most important parts of my role is helping clients stay focused amid changing market and economic conditions. This article takes a closer look at the latest tariff developments and provides useful context on what they may mean for the economy, markets and long-term investors.

Why today’s tariffs may have more staying power.

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.
08/20/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

Address

6184 Muhlhauser Road
West Chester, OH
45069

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 4pm

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