Insights

Building Your Kids’ Credit: A Creative New Year’s Resolution

Christmas has come and gone, and now we’re approaching the New Year. ‘Tis the season for making resolutions that you can hopefully stick to.

The Financial Waterfall: A Guide for Wealth Building Success

I hesitate to make blanket statements. Everyone has different financial situations and ideas about their ideal future (i.e., goals). However, if you are at a surplus of income and wonder, “Hey, what should I be doing? Where should I be putting my money?” I have a guide for you that I call The Financial Waterfall.

Choosing the Right Captain 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.

A Guide to Making Smart Car Purchase Decisions

Buying a car is more than just a mode of transportation; it’s a significant financial decision that can drastically affect your financial well-being. Every single one of us will run into this situation in our lifetime and more than likely multiple times over.

An Inheritance is so Much More than Money

Being in the industry that I am in, I commonly run into my clients having an inheritance. All too often, when we think about inheritance, we think of the check that gets written upon someone’s death or the IRA that has to be transferred into your name.

Retirement Needs a Rebrand

For a second, I want you to close your eyes and imagine someone that’s in retirement. Did it include sitting on a beach every day without a worry in the world, a job to do, and a margarita in your hand? I’d be lying if I told you that’s not what I used to picture and believe me, after a winter in Eastern Iowa, I’d be elated at the thought of doing so.