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
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of... Read More
What are Iowa's income tax rates and what can you do to keep your state taxes in check? Read More
Should you buy additional life insurance from your employer, or through a private policy from an insurance company? Anyone is able to buy life insurance directly from an insurance... Read More
There are a number of valuable items you can review on your tax return to reduce how much tax you are paying when retired: Read More
If you don’t need your RMD (required minimum distribution) to cover ongoing living expenses, you are required to still take it. Here’s 3 options that can help you reduce... Read More
Today’s environment of rising interest rates and inflation has made for a very volatile period for your bond investments. What has typically been the safe, boring part of your... Read More
Cryptocurrency has taken the world by storm. But many people don’t have an understanding of what it is or know if it belongs as part of your retirement savings.... Read More
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you... Read More
Is IPERS a better option than TIAA for your retirement? There are differences between IPERS and TIAA that will have a significant impact on your retirement. Depending on what... Read More
For people approaching retirement who have an IPERS retirement benefit, you may be wondering if delaying your pension benefit is a good idea. IPERS is just one piece of... Read More
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
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