Unbiased Financial Advice from Fee-Only Fiduciaries Serving the Quad Cities Metro Area (Davenport, Bettendorf, Moline, Rock Island) and Burlington
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Jul 11, 2025
Some Things You Should Know About the OBBB
On July 4th, Congress passed a new tax bill that will have an impact on many aspects of tax and financial planning. I’m going to break down the One Big Beautiful Bill (yes, that’s its actual name) to what matters most for the people I work with who are just like you! Let’s get into it.
May 7, 2025
Should You Choose Roth or Pre-Tax for Your 401(k)?
Here’s a scene I bet you’re familiar with: You just started a new job and are setting up your benefits—or it’s open enrollment season—and you hit the section about your retirement plan. A seemingly simple prompt appears: “Choose your contribution type: Pre-tax or Roth.”
Nov 1, 2023
Choosing the Right Navigator for Your Financial Ship
Navigating your personal financial journey can sometimes feel like setting out to sea with the destination in mind but little nautical experience to ensure a safe and efficient voyage. If this is the case, finding someone who can help guide you through the unfamiliar waters can be a wise decision. In keeping with this sailing theme, let’s delve into an analogy for your financial vessel.
