wealth management

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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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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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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Avoid These 6 Money Mistakes if You’re Retiring in Iowa.

Making mistakes with money is an inevitable life-learning experience. Knowing how to avoid them can give you a head start in reaching your retirement goals. Retirement planning can be complex. From saving too little to claiming Social Security too early, there are plenty of ways you can sabotage your golden years. It’s never too late …

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Lifestyle Management for Financial Stability

Building financial stability is all about finding that balance between planning for the future and living a comfortable lifestyle today. For many, financial stability can feel like an unattainable dream. However, it’s possible for anyone to become financially stable with the right plan in place. Knowing that your money is safe and that you are …

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