A Bucket Plan to Go with Your Bucket List
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Moving on up! - 05/11/22
OPEN HOUSE: Wednesday, May 25, 2022 (1pm - 4pm)

Please plan to join us for an open house at the Guthrie Center location (413 State Street) to see our new office space, say goodbye to Vicki, and meet Casey! We will have cookies and beverages and would love to visit with you.
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Managing an Inheritance - 05/01/22
Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if it comes to pass.
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A Bucket Plan to Go with Your Bucket List

 

February 1, 2022

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Bucket List Bucket Plan Retirement Planning Retirement

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. GCSB Investment Center and Cambridge are not affiliated. Non-deposit investment products are not FDIC insured, not bank guaranteed, and may lose value.

Discussion of tax topics is general in nature and should not be construed as tax or legal advice. Please consult your attorney or tax professional regarding your specific situation. Diversification and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns and cannot assure profit or protect against a loss. Kristen Crouthamel is licensed in AZ, FL, IA, KS, LA, MI, NE, NV, OH, OR, TX, and WA.
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Guthrie Center Location
413 State Street
P.O. Box 8
Guthrie Center, IA 50115
Panora Location
505 East Main St.
P.O. Box 757
Panora, IA 50216

Office: (641) 755-2799
kristen@investgcsb.com