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
This post was updated on May 7, 2020. Welcome readers. Today we wanted to update one of our most popular posts on saving money at the grocery store. With... Read More
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying... Read More
This is a replay from Arnold and Mote Wealth Management that was recorded in March 2020 after the stock market decline during Covid-19 crisis. 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
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
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.
