Featured Blog
HSA and Medicare Premiums – How to Best Use Your HSA After Age 65
Once you enroll in Medicare, you can no longer contribute to your Health Savings Account anymore but you can still use it tax-free for the rest of your life. In fact, since medical expenses are one of the largest expenses
Blog
How to Find a Financial Advisor in Cedar Rapids, Iowa
Finding the best financial advisor for you can be a stressful process. Finding someone you know you can trust right off the bat is difficult, and knowing who has your
3 Common Roth Conversion Mistakes
Roth conversions can be a huge benefit for many investors and retirees. In fact, we help many of our clients with them every year. But, it takes proper planning to
Protect Your Retirement From Inflation
Inflation is a retirees worst enemy. Here’s how to allocate your investments to protect yourself from inflation:
Backdoor Roth IRA Contributions – How Anyone Can Contribute Regardless of Income
Backdoor Roth contributions allow anyone, regardless of income, to be able to effectively contribute to a Roth IRA. They can be incredibly valuable for higher earning households who are able
Take Advantage of the Mega Backdoor Roth Conversion
Doing something called a “Mega backdoor Roth conversion” is a great way to get more into your Roth savings. Here’s how to know if you qualify, and the steps to
3 Year End Tax Planning Strategies
As the end of the year approaches, your time is running out to accomplish several common end of year tax reduction strategies. Here’s a few items to consider today, before
Iowa 529 – Beyond the Basics of Iowa’s College Savings Plan
529 education savings accounts are one of the best ways to save for future college expenses. While you likely have a basic understand of how 529 accounts work, we find
What Should You Do With Extra Cash?
Having extra cash feels like a good problem to have. While the safety and security of cash is great in the short term, cash is not a very good long
Should I Save for Retirement or Save for my Child’s College Expenses?
When looking ahead at future expenses, it is often easy for parents to see that the cost of college is a colossal one. It seems logical that a parent would