Keeling Wealth Advisors, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

End the year on a strong note by checking off key financial tasks to help you save more. During this busy time of year, we are here to help you make the most of year-end opportunities. Give us a call at 515.253.8200.

Featured Friday: Would you rather: Nicole Have some fun learning about Financial Advisor, Nicole Schmelzer, and see if your answers are similar or different. Nicole loves to travel, no matter the destination, so she doesn't mind mountains or beach. She also isn't afraid of reading a paper map, so the GPS can go but Netflix is here to stay in her house.

What's Up Wednesday? This month we want to give extra thanks to all the medical professionals for their dedication to fight against breast cancer! Together we're stronger, together we can!

Happy National Retirement Security Week! Are you saving for retirement? If offered, are you taking full advantage of your company’s retirement saving opportunities? Do you feel confident about your retirement plan? If you answered no to any of the above questions above, we may be able to help! Get in touch with us via the link or by calling 515.253.8200. https://bit.ly/4dVjPBD It is always a great time to be thinking about your future, but this week can help put those goals into focus even more!

Last week, Riley and Erica made the trek to Madison, Wisconsin. There, they had the opportunity to connect with students through a networking dinner as well as the career fair. Their highlights were sharing more about Keeling Wealth Advisors with everybody they met and running into our summer intern, Michelle.

What's Up Wednesday? Did you know that leadership is one of our core values at Keeling Wealth Advisors? We lead ourselves, the team, and our clients by building trust, having a positive attitude, and empowering others. With that, we are thankful for the leadership and boss-like characteristics everybody on the team shows daily. Happy Boss's Day to all KWA bosses.

It may be easy to think you'll never fall for a financial scam, but as schemes change and become more sophisticated, you never know where the next threat will come from. Learn more about the 5 emerging cybersecurity scams and know how to protect yourself here: https://bit.ly/4h6NEC8 If you are concerned about your online security or want help protecting yourself from fraudulent activity, contact us today at 515.253.8200.

Featured Friday: Would you rather: Rachel Have some fun learning about Executive Assistant, Rachel Klett, and see if your answers are similar or different. Rachel chose the mountains because a train ride across Alaska is on her bucket list, and she thinks mountains look so beautiful from a far.

Our Client Service Team is hiring for a Client Service Specialist in our Johnston office. If you or somebody you know would be a great fit, please email resumes to rylee.wehrle@ampf.com by October 18th.

As many of you, we have been closely watching the reports of the horrific devastation and unprecedented flooding caused by Hurricane Helene across multiple states. The situation is deeply saddening, and our hearts go out to all the advisors, employees, clients, and individuals in the region who have been directly affected by the hurricane. In response, Ameriprise will be making special donations to American Red Cross, SBP, Feeding America, and the Animal Humane Society of the United States. We are proud to be a part of a company that believes it is imperative to prepare for the unexpected and who is willing to give back.