Tag Archives: Trust and Wealth Management

Shelly Freemole

Sep 19 2018

Wealth Management Spotlight: Roth or Pre-Tax, Part 1 of 2


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You’ve probably heard the term “Roth” associated with your 401(k) Plan. Most plans now offer two types of participant contributions. There are deferral contributions made on a pre-tax basis referred to as pre-tax contributions. Then there are deferrals made on …
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Laura Hill

Jul 30 2018

Wealth Management Spotlight: Probate Process


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The probate process in Iowa may seem difficult and confusing to understand. However, at some point in your life you will most likely be involved in an estate whether it be as Beneficiary or Executor. Learn more about the Probate …
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Aaron Schaefer

Jul 06 2018

The Economy and Market from Here… at Hills July 2018


The Economy and Market from Here...at Hills.

The second quarter of 2018 has been eventful. Stock and bond markets digested a large amount of economic, corporate, and geopolitical news and emerged thus far on the positive side of the ledger. Stock markets flirted with 2018 lows in …
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Vincent Gaffney

Jun 27 2018

Wealth Management Spotlight: Your Estate Plan and Digital Assets


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What happens to your Facebook, iCloud, PayPal™, Instagram, or Gmail accounts after your death? These are known as digital assets, and the answer can be worth considering in your estate plan.

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Jeff Ritchie

Jun 11 2018

Wealth Management Spotlight: 5 Important Documents Besides Your Will


wealth-management-spotlight-5-important-documents-besides-your-will

When you think of estate planning, you think of creating a Will or revocable trust which will dispose of your assets when you pass away. However, there are several other documents that you should think about when developing your estate …
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Mark Ahlers

Apr 11 2018

Wealth Management Spotlight: How to Fill the Income Gap


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Today the average Social Security benefit is approximately $1,250 per month, or $15,000 per year. The amount of living expenses not covered by Social Security or other guaranteed sources of income such as a pension or rental income is often …
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Aaron Schaefer

Apr 04 2018

The Economy and Market from Here… at Hills April 2018


The Economy and Market from Here...at Hills.

Volatility returned to markets in the first quarter of 2018. After marking a new record high on January 26, the S&P 500 corrected dramatically in the first part of February, likely due to a better than expected increase in wages …
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Mark Koch

Mar 26 2018

Wealth Management Spotlight: Inflation


wealth-management-spotlight-inflation

Investing in stocks can be a risky endeavor – especially if you’re worried about volatility. The real risk, however, in a retirement portfolio is the silent killer called inflation. Learn more about inflation and retirement planning: https://youtu.be/sDnGs3_5ihI

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Jeff Ritchie

Mar 12 2018

Wealth Management Spotlight: 5 Ways Assets Can Be Titled


wealth-management-spotlight-5-ways-assets-can-be-titled

Often times, how an asset is titled will determine who will receive that particular asset at death. It is important for you to review with your attorney how your accounts or assets should be titled. Learn more about titling your assets: https://youtu.be/m2TdaYq8yBQ

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Vincent Gaffney

Feb 26 2018

Wealth Management Spotlight: Selecting an Executor or Trustee


wealth-management-spotlight-selecting-an-executor-or-trustee

When creating an estate plan many believe that the most important decision that they will make is who to choose as their beneficiary. But there is one decision that may be just as important and that’s who will serve as …
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