April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. For many, it's a fantastic opportunity to teach and connect with their children or grandchildren...
[+] Full Article 2023 Changes to Iowa's Retirement Taxes - 03/01/23
In March of 2022 Iowa Governor Kim Reynolds signed a historic Iowa tax reform bill. One of the biggest changes from the bill is that starting in 2023, Iowans aged 55 or older are exempt from paying state taxes on retirement income...
[+] Full Article
Why should your advisor be an Accredited Investment Fiduciary® (AIF®) ?
Kristen Crouthamel, Financial Advisor at GCSB Investment Center, holds the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™ (the Center), the standards-setting body for fi360. The AIF® designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
The AIF® designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards. On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF® designation. For more information on the benefits of choosing an AIF® designated Advisor, click here.
“We are extremely proud of Kristen’s latest achievement,” said Mike Underwood, chief executive officer and president, Guthrie County State Bank. “She has continued to advance her skills so that our clients can carefully plan their financial futures whether that is retirement forecasting, investments, group benefit and retirement plans or individual health insurance and Medicare supplements.”