I often tease my daughter Lydia about being “such a millennial.” In our process of launching her into adulthood and into her career as a nurse, my wife Connie and I have had a number of talks with her in recent years about her growing list of adult responsibilities. Connie has tended to talk
The Board of Directors of Iowa West recently elected Ron Dickinson as a new board member to serve a 3-year term on the Iowa West Foundation Board. The Foundation’s vision is “a community where families choose to live, and businesses choose to locate, because of the quality of life and standard of living.” “Our Board
We can show you how to save money with your Medicare drug plan. Our next client event will be held on October 11, and will feature George Gillespie as our special speaker. George is a counselor with the SHIIP (Senior Health Insurance Information Program) Office in Council Bluffs. Medicare’s annual open enrollment season is an
Jennifer Carlson, an estate planning attorney, will be speaking at our next client event on Thursday, April 7, at 7:00 p.m. at our office at 533 S. Main St. in Council Bluffs. Mrs. Carlson’s presentation will answer these estate-related questions: What happens when a person dies? What does the post-death administration of a revocable trust look
Click on the “About Us“ tab of our website to learn more about our firm. Compile your vital personal documents and information about your financial accounts. Jot down any questions you may have related to your retirement planning, your tax issues, and/or how we take care of our clients. Call us to schedule a discovery meeting with
Here are several guidelines about protecting the assets in your accounts at *Charles Schwab & Co., Inc. (“Schwab”): 1. Check out the SchwabSafe® material (available at the bottom of the web page) when you log in to your account(s) at Schwaballiance.com. 2. An email from Schwab will never ask you for your personal financial information.
If you receive a letter from the IRS regarding the recent IRS data breach, we urge you to contact your advisory firm right away. With the IRS now saying that thieves actually breached 334,000 taxpayer accounts – not 100,000 as the agency stated in May – you may have concerns about your financial information being