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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July 1, 2022 One of the most well-known investors of the 20th Century, Benjamin Graham, said that "the investor's chief problem—and even his worst enemy—is likely to be himself." Let's take a quick look at a few of the human emotions and biases that can adversely impact sound investment decision-making.
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June 1, 2022 Understanding key birthdays may help you better prepare for certain retirement income and benefits. But perhaps more importantly, knowing key birthdays can help you avoid penalties that may be imposed if you miss the date. Read more »
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May 1, 2022 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. Read more »
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April 1, 2022 Bad things happen to the best of us, and sometimes it seems like they come in waves. That's when an emergency cash fund can come in handy. Read more »
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