April is Financial Literacy Month
- 04/01/23
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
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
Reacting to "Headlines" - Three Case Studies
September 28, 2015
Three cases for how reactions to “headlines” affected clients during the downturn of 2008-09:
• The first moved his money to a money market account and stopped contributing. After two years, he ended up breaking even.
• The second stayed in the market and reduced contributions by about three-fourths. He gained 20% after two years.
• The third stayed in the market, and continued contributing the way he had. His investments went up 50% after two years.