Tag Archives: Money Management

Erin Grabe

May 06 2015

Account Titling – The Good, The Bad, and The Misunderstood (Part 4 of 4)


Getting Started with Estate Planning

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!

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Estate Planning | Tagged , , | Leave a comment
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 …
Continue reading

Posted in Personal Banking | Tagged , , , | Leave a comment
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. …
Continue reading

Posted in Homeowner | Tagged , , , , , | Leave a comment
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.

Posted in Empty Nest | Tagged , , , , , , , | Leave a comment
Joy Newhouse

Mar 11 2015

Having a Baby? Consider These Tips.


Consider these tips if you're expecting a baby.

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, …
Continue reading

Posted in Financial Planning | Tagged , , | Leave a comment
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?

Posted in Retirement | Tagged , , , | Leave a comment
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 …
Continue reading

Posted in Retirement | Tagged , , , | Leave a comment