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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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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April 13, 2016 According to Sallie Mae, U.S. families with one or more college students spent an average of $24,164 on tuition, housing, and linked expenses in 2015.
If you want to build a college fund, what should you keep in mind? What should you do? What should you avoid doing? Read more »
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February 20, 2016 What might you think of doing when?
If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be made out of caution, others out of opportunity. Read more »
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December 14, 2015 The State of Iowa Retirement Investors Club offers elective deferrals and possible employer matches from participating public sector employers on the state, county and local levels such as schools, hospitals, public safety, and utilities employees. Read more about how GCSB Investment Center can help you make the most of your retirement with these state plans. Read more »
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December 10, 2015 What are the potential benefits? What are the drawbacks?
If you own a traditional IRA, perhaps you have thought about converting it to a Roth IRA. Going Roth makes sense for some traditional IRA owners, but not all. Read more »
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