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.
[+] Full Article
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.
[+] Full Article
|
|
December 13, 2021 Are you looking for an excellent Christmas gift for a child or grandchild? How about the gift of education? It's never too late to start saving for college. Read more »
529 Plan 529 Plans 529 Savings Plan Christmas Gift for a Child Coverdell ESA Iowa 529 Savings Plan UGMA UTMA |
|
|
|
May 1, 2021 How can you cover your child’s future college costs? You can plan to meet the costs through a variety of methods. Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider.
Read more » 529 Plan 529 Plans College Savings Iowa 529 Plan Saving for College |