Saving for retirement may be smart, but it’s getting harder for many people. Just how big your nest egg should be and how long it might last will depend not only on what you save and invest, but also on how you spend it once you do retire. Here’s how to look for ways to trim […]
Saving for Retirement on a Modest Income Read More »
People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees. America’s Heartland has not been getting enough
Retiring in Iowa? Read This First! Read More »
The House of Representatives has passed a bill that will improve the retirement savings system for U.S. workers, moving it closer to becoming law. But how will this affect those retiring in Iowa? The SECURE Act 2.0 builds on setting every community up for the Retirement Enhancement (SECURE) Act, signed into law in December 2019
What Does the SECURE Act 2.0 Mean for Me? Read More »
While we’re sure mom LOVES flowers and chocolates on Mother’s Day, the unconventional gift of a retirement plan could be the gift she’s always wanted – and needed. Our mothers do so much for us without us even knowing. American moms oversee housework, child care, elder care, cooking, problem solving, scheduling appointments, and anything else
This Mother’s Day, Give the Gift of Retirement Security Read More »
Taxes: One word that strikes fear into the hearts of many. Yet this financial burden won’t be going anywhere soon. Proper tax planning makes it easier to build your personal finances and afford the things you want. Additionally, by anticipating taxes when you create your financial plan, it’s possible to significantly boost how much money
Iowa Fiduciary Services Part 5: Tax Options Read More »
Retirement planning is now no longer just about your financial future. To have a more comfortable, secure—and fun—retirement, you need to build the financial cushion that will fund it all; for you, your spouse, and your family. When it comes to retirement planning, you want to help ensure your financial safety for you and your
Every Iowa Retirement Plan Should Include These Four Steps Read More »
Less than two years after the Secure Act ushered in significant changes to the nation’s retirement system, more modifications may be on the horizon. The Ways and Means Committee released the first draft of a major tax bill in September of this year. While increasing taxes to pay for other social policies and government infrastructure
Retirement Taxes You Need to Know in 2022 Read More »
If you’ve decided on making money moves to help safeguard your financial future, make sure you’re aware of three critical moves first. Listen to Matthew discuss here.
Nothing Will Change Until You Take Action Read More »
There’s some cognitive dissonance in the saying “Do as I say and not as I do.” Today, we are being
Do As They Said, Not As They Do Read More »
Are you looking at your brokerage account and/or stock portfolio statements and seeing nice, big gains in your balance? Unfortunately,
Why An Unrealized Gain Is No Gain At All Read More »
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