Cedar Rapids Office

201 1st St SE,

Suite 720
Cedar Rapids, IA 52401

Blog

Monday, July 1, 2024

Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their Gen X, millennial, and Gen Z children, perhaps incurring a hefty tax bill....

Saturday, June 1, 2024

After working hard and providing for your family for all of these years, you are likely counting down the days until retirement and beginning, as The Beach Boys once said, that “endless summer.” Or maybe you are already retired and...

Saturday, June 1, 2024

If you're like some, you may have spent large parts of your working life missing the carefree summer days of your childhood. That is, of course, assuming you had a happy childhood. If not, try to imagine how it might be if your...

Thursday, May 23, 2024

Retirement seems like a long way off, but it arrives faster than you think. The big question is, are you ready? What exactly does retirement entail? Analysts suggest there are four designated phases of retirement that a person often...

Thursday, May 9, 2024

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no different. It requires careful planning, smart decision-making, and consistent...

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Monday, April 1, 2024

Financial literacy is crucial to a solid financial future and an enjoyable retirement. No matter your age, when you understand how to manage your money and finances, you can make sound financial decisions and take the needed steps...

Monday, April 1, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...

Tuesday, March 5, 2024

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Friday, March 1, 2024

When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial...

Thursday, January 18, 2024

Spring cleaning presents a great opportunity to clear out any items you no longer need—and the same goes for your finances. Checking in with your finances during tax season may be particularly beneficial, as it allows you to...

Thursday, January 18, 2024

You are finally retired after a lifetime of hard work, juggling responsibilities, and managing stress. During the pre-retirement phase, you did some planning, excited with the prospect of checking off that long list of all the things...