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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. We encourage you to reach out... Read More
Health care in early retirement can be one of the largest expenses for a new retiree. Here are 3 options you may want to consider if you are retiring... Read More
If your pension plan has been frozen, how you need to save and prepare for retirement has changed. Here's how to adjust to keep your retirement plan on track: Read More
Planning for the costs of long term care can be one of the most difficult tasks for retirees who are in need of long term care, or supporting a... Read More
Tax Loss Harvesting is one way that you can take advantage of stock market declines to strategically give you a tax deduction. But, it should not be done... Read More
Deciding between paying down your mortgage early or investing can be a difficult choice for any household. The correct decision for you is dependent on a number of variables,... Read More
College planning is much more than just funding a 529 plan and saving money for 15 years. This section of our college planning guide covers strategies available to help... Read More
Iowa municipal bonds can save Iowans a lot of money. But, many investors are not investing in the right municipal bonds or funds to maximize their potential tax savings.... 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
Regardless of your household income, planning for higher education can be burdensome. For those who may not be able to (or desire to) fund a complete college education, the goal... Read More
The student loan crisis is nothing new. For years, both borrowers and dollars have skyrocketed and brought our country to over 1.64 trillion dollars in student loan debt across... Read More
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