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
August 28, 2017
How can you protect yourself against ransomware, phishing, and other tactics?
Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data back, you must pay them $300 in bitcoin. This was what happened to hundreds of thousands of PC users in May 2017 when they were attacked by the WannaCry malware, which exploited security flaws in Windows. Read more »
August 16, 2017
A useful year-end move to counteract capital gains.
It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You could do what many savvy investors do – you could “cash in your losses” and practice “tax-loss harvesting.” Read more »
August 7, 2017
Even those who have saved millions must prepare for a lifestyle adjustment.
A successful retirement is not merely measured in financial terms. Even those who retire with small fortunes can face boredom or depression and the fear of drawing down their savings too fast. How can new retirees try to calm these worries? Read more »
July 31, 2017
If that is your dream, explore whether these steps could be useful to take.
How could you retire in your fifties by choice? You will need abundant retirement savings and ways to access your retirement assets that lessen or avoid early withdrawal penalties. You may also need to have other, sometimes overlooked, components of retirement planning in place. Read more »