Tag Archives: Financial Planning

Erin Grabe

Feb 12 2018

Wealth Management Spotlight: Starting Your Estate Plan


wealth-management-spotlight-start-your-estate-plan

Creating an estate plan – definitely not everyone’s favorite thing to do. It’s uncomfortable to talk about your own death and to make plans for it, but once a plan is in place, it should be a comfort to know …
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Brad Zuber

Jan 24 2018

Wealth Management Spotlight: Investing 101


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The basics of building an adequate retirement account are not that difficult. If you are disciplined in following just a few key themes, you too can accumulate an adequate retirement account balance.  Learn more about the 5 themes of …
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Mark Ahlers

Jan 16 2018

Wealth Management Spotlight: Stock Market Weather


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Stock market returns are like the weather in Iowa – some years we have above average experiences, some years we have below average experiences. The statement the stock market has averaged 10-12%  over the past 70 years is as honest …
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Todd Joslin

Dec 27 2017

Wealth Management Spotlight: How to Determine Your Retirement Income Needs


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Is your retirement right around the corner or many years away? Either way, determining your income needs during retirement may seem like an impossible task. Learn how to determine your income needs during retirement from Todd Joslin, Trust and Wealth Management Officer. …
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Todd Joslin

Dec 18 2017

Wealth Management Spotlight: How Much Should You Save for Retirement


how-much-should-i-save-for-retirement

Retirement can seem like a big mountain to climb when thinking about the amount that you will need to save for it. Some of the details that can go into determining that number include the age at which you retire, your …
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Mark Ahlers

Dec 06 2017

Wealth Management Spotlight: Distribution Buckets


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As retirement nears, you will need to transition from a strategy of asset accumulation to a strategy of utilizing assets to provide you with a stream of income in retirement. Learn about retirement cash flow management from Mark Ahlers, Vice President, Trust …
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Mark Koch

Nov 13 2017

Wealth Management Spotlight: Saving Early


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It’s been said that there is no force on earth greater than the power of compound interest. Learn how saving early for retirement and compound interest pair up to work together for you from Mark Koch, First Vice President, Trust and Wealth Management …
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Allison Bates

Sep 27 2017

Managing Your Finances Made Simple


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Make a commitment to your financial fitness by automating your savings or pay-off goals. Set up long-range goals like saving for a down payment or short-term goals like paying off a high-rate credit card. When you determine a goal in …
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Matt Olson

Aug 01 2017

Credit Score Series: Part 3 Tips to Improve Your Credit Score


Credit Score Series: Tips for improving your credit score.

Improving your credit score can save you money through lower interest rates and insurance premiums. A higher score can open the door to more credit options such as a mortgage loan and it can even decrease the amount of security …
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Matt Olson

Jul 31 2017

Credit Score Series: Part 2 How Lenders Use Your Credit Score


Credit Score Series: How Lenders Use Your Credit Score

Many financial institutions consider your credit score when making a loan decision. If you’re in the market for a mortgage, car loan, personal loan, or even a credit card, your credit score is going to directly impact how much you …
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