Iowa estate management

retirement planning clear lake iowa

Safeguarding Your Retirement Savings from Cyber Attacks

Hackers have come up with more and more ways to hack into retirement savings accounts. They are increasingly targeting individual 401(k) accounts by impersonating the account owners so they can steal thousands of hundreds of dollars. Here’s how to help protect your hard-earned savings. The popular 401(k) and similar workplace retirement plans hold almost $9 trillion […]

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iowa fiduciary wealth management

3 Estate Planning Mistakes to Try and Avoid if you Live in Iowa

From health care, quality of life, education to fiscal stability, opportunity, and economy: Iowa has consistently been ranked one of the best states to live in America. But when it comes to Estate planning, many Iowans are falling behind. Here’s why you need to start thinking about what you’d like to do to protect your

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dividends

How Dividends Can Boost Long-Term Investment Returns

Buying the stocks of companies that pay steady dividends is one of the best ways to invest. Dividends offer consistent modest returns that are paid while you hold your shares.  Dividends typically tend to be more popular with retirees who are looking for regular income. Although dividends are usually appropriate for almost any investor at

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Will My Money Last in Retirement?

With increased longevity through healthier lifestyles and medical advancements, many Americans are concerned about the possibility of outliving their retirement savings. Here’s how to proactively align your retirement planning with the growing life expectancies of today’s retirees. Americans are living 30 years longer than a century ago according to The Longevity Project and the Stanford

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how to update my estate plan

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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estate planning

5 Reasons You Should Manage Your Estate Before Retirement

This year, estate and legacy planning will be more important than ever because of changes to inheritance rules and tax laws that went into effect last year and other changes that could be coming. The good news is that many people are not likely to see their income taxes raised for the foreseeable future.  It’s

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