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
My Technology Toolbox
Below are various technology tools available to help you navigate and track your unique financial picture.
Investment Account Access
We offer multiple solutions for your investment needs. Here are links to our most frequently used custodians and insurance carriers.
If you don't see your investment or insurance policy sponsor on the above list, please contact our office and we can provide you with the log-in and registration information.
Other Technology Tools
In addition to your online account access above, we offer a variety of financial planning and record-keeping tools.
Riskalyze - Risk Tolerance Tool for our Fearless Investors