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
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December 27, 2016 A calm investor may realize better long-term returns than an overly concerned one.
Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. Read more »
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December 1, 2016 Why did some sectors rise more than others?
Wall Street likes certainty. When startling financial, political, or societal events occur, volatility usually follows, and the major indices may fall. Read more »
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November 9, 2016 A huge shift is underway, with the client in mind.
A wave of change is transforming the financial services profession. The shift has been gradual, but noticeable. Increasingly, financial professionals are choosing to be compensated, partly or wholly, through fees rather than through commissions. Read more » |
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October 31, 2016 The AIF® designation represents specialized knowledge of fiduciary responsibility & standard of care for your assets. Read more »
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