There are a number of ways to use your investments to give to charity that not only are great for the charity, but also gives you potentially valuable tax... Read More
We think of Estate Planning as 4 main topics: Your will, a trust, Power of Attorney documents, and account beneficiaries. Here's how to create and maintain an estate... Read More
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here's some common tasks... Read More
On average, 1 in every 3 inheritances are spent down in 2 years or less. Here's how to create a sustainable, successful plan around your inheritance and some pitfalls... Read More
A will is a basic estate document that every adult should have even if you have a trust. For many households, a will can adequately manage your assets at... Read More
In this post, we walk you through a few key steps that we think about with clients as we develop their charitable giving plan to maximize benefit for charity... Read More
Welcome back, readers. Today marks the end of our retirement community spotlight series and we are so grateful to leave you with a piece on Grand Living at Indian... Read More
I’m sure you have heard the saying, “the third time is the charm,” and that is exactly how we felt after interviewing Brian Kramer, Sales Director for Cottage Grove... Read More
Continuing our retirement community spotlight series, today we are excited to talk about the Keystones, another wonderful community in Cedar Rapids. We had the privilege to speak with Keystones’... Read More
Welcome, readers. We are delighted to kick-off our retirement community spotlight series with a profile of Meth-Wick Community. This Life Plan Community is located in Cedar Rapids, IA and... Read More
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