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2771 Oakdale Blvd. Ste. 1 - Coralville, IA 52241    |    (319) 626-3575    |    Get Office Directions

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Your Partner for Success

Our commitment is to help you work towards achieving all your financial goals and to help provide you with a “worry free” retirement. At HJR Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a more secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

Helpful Content

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Debt Stress

Debt Stress

There’s a link between debt and stress.

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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