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Knowing When to Update Your Estate Plan

Many Iowans think Estate Planning is a one-and-done task. But updating your plan as circumstances change could prove fundamental in preserving your loved ones later down the line.  Families change, assets change, relationships change and legislation always seems to be in flux, so keeping your estate plan current is an ongoing priority. Let’s look at …

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3 Misconceptions About Estate Planning in Iowa

Estate planning is meant to focus on organizing your estate in advance and managing disposal, in case the worst should happen.  When you hear the words “estate planning,” you could think of elaborate mansions, huge stock portfolios, rare art pieces, fine jewelry and other pricey possessions like cars – all left by elderly, wealthy family …

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Looking for a Full-Service Financial Firm in Iowa?

Financial advisors can help people manage their money and reach their financial goals. The advisor you choose will depend on your financial situation and your needs. With financial pressures mounting during the coronavirus pandemic, everyone could use a little help to stay on course with their retirement plans. Financial advisors can provide a range of …

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Pros and Cons of Financial Calculators.

Estimating your retirement needs with an online calculator can offer an anonymous, low-commitment method to help obtain the basic estimates you need to get started and know how much money you need to retire comfortably.  But not all retirement calculators are created equal.  According to the Employee Benefit Research Institute’s most recent retirement confidence survey, …

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6 Social Security Maximization Strategies

Social Security benefits are the main source of income for many retirees. Deciding when to take these benefits however could severely impact your retirement.  When combined with savings from a 401(k) and IRA account, Social Security benefits could help you retire how you planned. So, if you’re approaching retirement, now is a good time to …

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