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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September 1, 2021 Learn about how legislative changes can help you finance your loved one’s education. As a parent or grandparent, you know firsthand the challenges of funding a child’s education. The Free Application for Federal Student Aid (FAFSA) Act was passed at the end of 2020 and has changed some of the qualifications for students to receive financial aid.
Read more » 529 Plan College Funding FAFSA Federal Student Aid Act Free Application for Federal Student Aid |
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August 1, 2021 COLA and Social Security. It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.
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July 1, 2021 This month, Kristen Crouthamel, AIF® - Financial Advisor, is celebrating 20 years in the investment advice industry. Read more here about how Kristen got her start in her career, and other fun facts about Kristen! Read more »
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June 1, 2021 A deep dive into workers' expectations in retirement versus actual income sources. Will your retirement dreams match your reality?
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