Category Archives: Retirement

Shelly Freemole

Oct 14 2019

4 Telltale Signs It’s Time to Reevaluate Your Business’s 401(k) Provider


Selecting and monitoring a retirement plan provider for your business is an important task. But once you’ve chosen your provider, it’s equally as important to evaluate their performance regularly to ensure you and your employees are getting the service you …
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Aaron Schaefer

Sep 11 2019

How to Prepare for a Recession


how-do-I-prepare-for-a-possible-recession

In recent weeks, there’s been a lot of talk about a potential recession on the horizon. If you’re concerned about how an economic downturn might impact you, read on for some practical advice on safeguarding your financial well-being. How do …
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Erin Grabe

Jun 17 2019

Wealth Management Spotlight: Wills vs. Trusts


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Wills and Trusts are both estate planning documents, but the way they transfer assets are different. We’re here to tell you about the differences between Wills and Trusts. Learn more about the differences between a Trust and Wills: https://vimeo.com/318620417

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Shelly Freemole

Sep 26 2018

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


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Deciding whether to contribute to your 401(k) plan on a Roth or Pre-Tax basis can seem like a tough decision, but it doesn’t have to be. Here are 4 things to consider when deciding how to contribute to your 401(k) …
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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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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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Mark Koch

Mar 26 2018

Wealth Management Spotlight: Inflation


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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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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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