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We provide content and quotes to local Iowa and national reporters on various personal finance and investment topics, including retirement, college financing, health care, taxes and estate planning. Learn more about us in our Media Guide.
A new bill circulating Congress proposes to allow college graduates pay their student loans tax and penalty free from their 401(k) – Is this a good idea?
For this article in Forbes, we were interviewed on whether those paying student loans should take advantage of this potential offer.
GoBankingRates: What the Next Election Year Will Do To Your Finances
As the election looms, uncertainty reins. It is always a mistake to make drastic changes to your investment plan based on politics. However, there are things you can do today to help hedge against potential changes.
In this article, we are quoted talking about the potential benefits of performing Roth conversions with the potential of an increase in tax rates.
A house can be the largest purchase you make in your life. And coming up with the money for a down payment can be tough, whether you are just entering the workforce, or retired.
We are quoted in this article by Redfin on the best way for retirees to come up with a down payment, without causing a large tax bill.\
There is more to working with a financial planner than just investments. In fact it is often your spending, saving, earning, and care for your physical and emotional health that has the largest impacts on your financial plan.
We are quoted in the article from Bankrate on the one thing you don’t need to worry about when working with a financial planner.
Wex Heath: Here’s Why an HSA Might Make Sense
HSAs (Health Savings Accounts) are one of the best tax deferred savings accounts available. As health care costs continue to rise, HSAs are becoming a vital tool for successful retirement planning.
We are quoted in the article on the importance of using a HSA to sock away money, even if you don’t need it right away.