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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
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
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
Planning for your retirement saving strategy is a comprehensive task. With so many channels to choose from and varying rules like contribution limits, income thresholds, and tax liabilities, it... Read More
This post was updated April 2020. Hello everyone. We are excited to revisit one of our most popular topics: IPERS, or the Iowa Public Employees’ Retirement System. All 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.
