What keeps both spouses from being mutually engaged with the financial affairs of your family? In many marriage relationships, spouses have divvied up their roles for the sake of keeping the household functioning smoothly. It’s normal to delegate duties based on your skill set and interests. This often involves one spouse being the primary bill
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
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.
Research has shown that older Americans who volunteer frequently live longer and report less disability. According to data from the Corporation for National and Community Service, 18.7 million older adults – more than a quarter of those 55 and older – contributed on average more than three billion hours of service in their communities per year
Check out the two ways for you to look at your *Charles Schwab account through our website. First, when you click “View Account” at the bottom of our home page, it takes you to a page where you can “Click Here to View Your Charles Schwab Account.” Then you can proceed with your login credentials for
Here’s a recap of a situation we had with one of our clients about the online security of his account. He called our office regarding a strange toll-free phone number (888-999-4512) that had popped up when he had attempted to access his account online with *Charles Schwab & Co., Inc. (“Schwab”). With all the potential
What are the most critical pieces of personal information for you to compile and organize? Jennifer Carlson, an estate planning attorney with the Stuart Tinley Law Firm in Council Bluffs, explains that one of the most caring things you can do for your loved ones is to prepare a portfolio of your important documents. This is