You've just left your job and you're wondering, "Should I cash out my IPERS benefit and take the refund?" We're going to try to convince you not to do... Read More
As winter break draws to a close, many kids will be heading back to college. With that transition comes a new dynamic, especially where finances are concerned. Having tough... Read More
Have you ever wondered what to do with your 401k? One option is to roll your existing 401k to an IRA. Here's why it can be a good idea: Read More
An increasing number of Americans are working well into their 70s and even their 80s. Enjoying a few more years of employment and income (or delaying retirement, depending on... Read More
Wondering why you should use the Iowa 529 Plan? Watch this video! Read More
Medicare could very well be a casserole (or “hot dish” for those of us with Minnesota roots) of alphabet letters A to N. The traditional ingredients are Original Medicare... Read More
"Are solar panels a good investment" was a question we have been hearing more and more from clients. One of our advisors recently had solar panels installed on his... Read More
A 65-year-old couple retiring in 2019 can expect to pay about $285,000 in medical costs according to the most recent Fidelity report. Did you think that healthcare would cost... Read More
How did you first learn about money? Was it a piggy bank where you stashed away the money you earned from chores? Was it when you realized you had... Read More
College is expensive. According to U.S. News & World Report, public institutions raised their prices by 2%, and private schools rose by 3% for the 2018-2019 academic year. As... 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.