You have spent decades planning for retirement. Just when you think you have everything figured out and a concrete retirement plan in place - You get thrown a curveball.... Read More
You may already know that donating through a Donor-Advised Fund (DAF) is an excellent way to help charities and possibly save on your own taxes, but there are a... Read More
If you have been saving in an annuity and are nearing retirement, you have a decision to make about how to withdraw money from your annuity in retirement. Depending... Read More
Covered call funds offer investors the prospect of much higher dividend payments than regular index funds. Funds that follow a covered call strategy have attracted tens of billions of... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
Knowing that you have a sustainable withdrawal rate from your retirement portfolio can take a lot of stress out of retirement. But how do you know what a safe... Read More
High yield bonds, also called junk bonds, are fixed income investments issued by companies with low credit ratings. While they offer very high yields that are attractive to many... Read More
Umbrella insurance is a vital part of many financial plans. As comprehensive financial planners, we look at much more than just your investment accounts – Insurance review is also... Read More
As tax rates have declined, more and more baby boomers retire, and 401k balances have risen, many are taking the opportunity to convert their 401k and IRAs into Roths... Read More
If you have appreciated investments in a brokerage account, whether it be mutual funds, ETFs, or a concentrated individual stock position, you should know about an opportunity that exists... Read More
Moving into a retirement community can be a great way to improve your overall health care, reduce the stress of home ownership, and find new social activities and outlets.... Read More
You'll get the most value from financial planning if your specific goals and needs match a firm's philosophy and services. Let's learn more about each other.