For Working Professionals
The fact you’ve arrived at this page is a good sign you’re resourceful and financially responsible. You likely live within your means, diligently contribute to your 401(k) and maybe a Roth IRA too. Perhaps through online research you stumbled upon College Savings Iowa 529 Plans a couple years ago and you now regularly contribute to both of your kids’ accounts.
You’re confident you’re on solid footing, but your finances are becoming more complex and require knowledge beyond what you’ve figured out on your own. In fact, you’re not sure what questions to ask or how to determine the best course of actions.
These are problems better left to financial experts for solving.