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

Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Helpful Content

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Bull & Bear Markets: A Timeline

This helpful infographic will define bull and bear markets, as well as give a historical overview.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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Comparing Mortgage Terms

Compare different mortgage term lengths side by side to find the option that fits your budget.

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Comparing Investments

Compare two different scenarios side by side to see how they stack up over time.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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