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We’re here to help As your fiduciary, fee-only advisors, we will support and guide you through the financial impact of COVID-19. We will continue to email you with updates... 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
Meet the dedicated team at Arnold & Mote Wealth Management More about Quinn Arnold, Owner and CFP(R) Professional More about Matt Hylland, Partner and Financial Planner More about Jessi... 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
“Embrace uncertainty. Some of the most beautiful chapters in our lives won’t have a title until much later.” – Bob Goff One of the most beautiful, intoxicating parts of life... 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
In 2018, Iowa’s Governor signed sweeping changes to the state’s tax code into law. In general, Iowa’s new tax law aims to lower personal income tax rates, while aligning... Read More
According to the National Retail Federation, holiday spending is projected to increase anywhere from 3.8% to 4.2% in 2019. Their survey found that people expect to spend an average... Read More
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