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Tag Archives: Money Management
This is the final in a 4-part series on Estate Planning. An often overlooked (but extremely critical) aspect of Estate planning include account titling and beneficiary designations. These control who receives the account, regardless of what the Will or Trust states!
Apr 29 2015
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 …
Apr 22 2015
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 …
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 …
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 …
Mar 25 2015
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. …
Mar 16 2015
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.
Mar 11 2015
With three little words (“it’s a boy” or “it’s a girl”), your whole life changes forever. Suddenly corners seem sharper and stairs seem steeper as new instincts take root. If you are planning on having a baby or are pregnant, …
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?
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 …