You Don’t Have To Walk Alone
Planning for your financial future is a journey that you don’t have to take by yourself. Ron, Dave, and our team want to understand what it’s like to walk in your shoes so we can be of help to you in your journey through life. Watch this 2-minute video to see how we can assist you with your financial planning, tax […]
Spend Less Than You Earn
Check out this educational video that you can share with your adult kids and grandchildren. Spending less than you earn is the golden rule of personal finance. It’s the first step to developing a real financial strategy. This video encourages you to… Get educated about your money. Find ways to […]
Rollover of Company Stock
It’s not always a good idea to rollover company stock from a 401(k) plan to an IRA. In fact, doing so might mean you pay more in taxes to Uncle Sam than necessary. If company stock held in an employer-sponsored 401(k) plan has appreciated, the difference between the amount paid for shares (the cost basis) […]
Watch This Video About Retirement Income
To retire right, you need to know what to do with what you have saved. Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]
We Provide Solutions With Your IRA Rollovers
What are some of the things that can happen if you don’t correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]
We Provide Retirement Planning That’s Tailored For You
Watch this video to learn how we can help you enjoy the rewards of your life’s efforts through our integration of financial planning, tax planning, and investment management. We offer our complimentary tool of my$View so you can view your entire financial life in one secure place.
Lump Sum or Monthly Pension Payment Options
Many retirees are given the option with their company pensions of taking a fixed monthly payment or accepting a single lump sum payment. Careful consideration should be given to making the proper selection, because once you choose one or the other, your choice is locked in for life. The monthly payment option typically also comes […]
7 Steps to Financial Security
Most people today are deeply concerned about our economy and about how it impacts their own personal finances. For those who are unemployed or are struggling to maintain full employment, their financial security takes center stage for them. For those folks who are nearing retirement age and who have worked and sacrificed for […]
Live On Less Than You Earn
This is the first of seven articles in a series on the key steps involved in the financial planning process. Striving for financial security is not about the drive to be rich or trying to have it all. Rather, your decisions about money need to be filtered through your focus on the intangible things in […]
Get Out of Debt
Let’s be blunt. Debt is, more than anything else, the enemy of wealth. While taking on some debt is a near certainty in everyone’s life – after all, not many of us can afford to pay cash for a house – debt is something that can be managed, reduced, and eventually eliminated from our financial […]
