Tag Archives: Financial Planning

Erin Grabe

Apr 29 2015

The Three Taxes (Part 3 of 4)


Getting Started with Estate Planning

This is the 3rd in a 4-part series on Estate Planning. A large portion of Estate planning involves taking steps to minimize the impact of taxes on the Estate. For Iowa residents, there are three main taxes that can come into …
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Erin Grabe

Apr 22 2015

Understanding Trusts (Part 2 of 4)


Getting Started with Estate Planning

This is the 2nd in a 4-part series on Estate Planning. A Trust is a legal document that is used in Estate planning. There are many reasons to set up a Trust including providing for minor children or family members who …
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Jennifer Lough

Apr 21 2015

Financial Literacy: Three Little Words that will Change Your World


Financial Literacy - Save, Share, Spend

You can meet your financial obligations, be a resource for people and causes you care about, and still have fun by expanding your financial vocabulary to include three little words—Save, Share, and Spend. Whatever your income, your money can be …
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Erin Grabe

Apr 15 2015

Getting Started with Estate Planning (Part 1 of 4)


Getting Started with Estate Planning

This is the 1st in a 4-part series on Estate Planning. Creating an Estate Plan can seem like a daunting task—it is uncomfortable to make plans for your own death, and it can seem overwhelming to address every aspect and …
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Lu Hao

Apr 03 2015

Tips for International Students at the University of Iowa


Tips for International Students at the University of Iowa

College is a time of transition, especially for international students entering college in a foreign country. As you leave behind your home, family, and country to study abroad, we would like to offer a few tips to help you adjust …
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Jack O'Rourke

Mar 25 2015

Tips As you Move into Your New Home


Tips as you move into your new home.

A new home is the single largest purchase you will likely ever make. You’re ready to fill a new house and make it a home, while simultaneously saving for the unexpected expenses that are an unavoidable part of home ownership. …
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Deb Guinn

Mar 16 2015

Tips for Embracing Your Empty Nest


Embracing Your Empty Nest

The greatest advantage of the empty nest is the ability to cut expenses and have more time for the things you are passionate about. Below are some items to take into consideration as you embrace your empty nest and rediscover yourself.

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Dale Farland

Mar 04 2015

Ensure Your Retirement Journey Has Your Best Interest First


Planning Your Retirement Journey.

This is the final in a 3-part series on planning your retirement journey. You should always feel comfortable that all investment recommendations are “in your best interest,” not simply “suitable.” Do you know the difference?

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Dale Farland

Feb 25 2015

8 Questions to Ask While Planning Your Retirement Journey


Planning Your Retirement Journey.

This is the second in a 3-part series on planning your retirement journey. You have worked hard for your retirement and you have years and years ahead of you. Now you are in the distribution stage of life. Will your money …
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Dale Farland

Feb 18 2015

Who Do You Take with You on Your Retirement Journey?


Planning Your Retirement Journey.

This is the first in a 3-part series on planning your retirement journey. Congratulations! You are either heading on the path towards retirement or are already there. So, you are now in the driver’s seat on this journey that may last …
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