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HNWI: Charitable Giving Tips This #GivingTuesday

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Charitable giving presents high-net-worth investors with a distinctive opportunity to impact organizations and causes close to their hearts. Giving Tuesday gives retirees a prime opportunity to amplify the effect of their charitable contributions. High-net-worth individuals (HNWI) closing in on retirement can capitalize on strategies like qualified charitable distributions from IRAs and the potential to itemize […]

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How FED Rates Can Affect Your Retirement

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When it comes to the Federal Reserve, its policies wield substantial influence over consumer prices and interest rates. The choices they make today directly and profoundly impact our market, economy, and even our retirement tomorrow.  Retiring wealthy is a financial goal for many Iowans. This endeavor entails disciplined savings, smart investments, and well-informed choices aimed

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New Retirement Savings Rule: Putting Your Interests First

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The U.S. Department of Labor announced Oct. 31 a proposed rule to expand the scope of investment advice from a financial professional that would be considered a ‘Fiduciary’ under the Employee Retirement Income Security Act and Internal Revenue Code. Aligned with the Biden-Harris administration’s efforts to help protect retirement investors, the proposal would require trusted

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Identifying Risks and Opportunities in Retirement

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When saving for your golden years, risks and opportunities present themselves in various forms, each with its own set of unique characteristics. Recognizing and effectively managing these elements during retirement is essential to help secure a financial future.  A substantial risk that looms over many retirees is the fear of running out of money. This

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Navigating Inflation For Retirement

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You’ve diligently saved and invested in securing a comfortable retirement fund, but one often underestimated factor can throw a wrench into your well-laid plans: inflation.  The erosion of purchasing power due to inflation can significantly impact your retirement lifestyle and financial security. In this blog, we will explore how to help curb inflation in retirement.

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Financial Tips for International Day of Disaster Reduction

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When it comes to mitigating disasters, a culture of preparedness and long-term safety can prove invaluable when it comes to your finances.  The International Day for Disaster Risk Reduction observed on 13 October, is an opportunity to acknowledge the progress being made toward reducing disaster risk and losses in lives, livelihoods and health, to prepare

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Considerations When Building a Retirement Plan

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If you’ve invested years in growing your retirement savings, it’s natural to want to protect those hard-earned assets. Despite your diligent savings efforts, unexpected financial challenges are always a possibility. But with careful preparation, you can establish a plan that helps provide peace of mind as you approach your golden years. In this blog, we’ll

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