Today’s environment of rising interest rates and inflation has made for a very volatile period for your bond investments. What has typically been the safe, boring part of your... Read More
Cryptocurrency has taken the world by storm. But many people don’t have an understanding of what it is or know if it belongs as part of your retirement savings.... Read More
If you are saving for a child’s college, you are probably already aware of Iowa 529 accounts. These accounts provide tax free growth of your investments and give you... Read More
Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps... Read More
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today,... Read More
529 education savings accounts are one of the best ways to save for future college expenses. While you likely have a basic understand of how 529 accounts work, we... Read More
Having extra cash feels like a good problem to have. While the safety and security of cash is great in the short term, cash is not a very good... Read More
Between October 15th through December 7th , you are able to change your Medicare Part D plan. While your Medicare supplemental plans will likely remain unchanged for most of... Read More
This is a recording of a webinar we gave to clients in June of 2021 on the topic of rising inflation, and how inflation impacts the stock market, your... Read More
College planning is much more than just saving in a 529 account. If you have a child nearing college age, saving in a 529 over the last decade or... Read More
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