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
Bringing Fulfilment To Retirement: An Interview With The Keystones
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Guide to College Funding – Part 1: The Early Years
Regardless of your household income, planning for higher education can be burdensome.
For those who may not be able to (or desire to) fund a complete college education, the goal is to find the best “bang for your buck”. What can you do today to make your savings as valuable as possible for when it is needed later?
How To Pay Off Your Student Loans Faster
The student loan crisis is nothing new. For years, both borrowers and dollars have skyrocketed and brought our country to over 1.64 trillion dollars in student loan debt across 45
Tips on Saving on the Cost of (Good) Groceries
This post was updated on May 7, 2020. Welcome readers. Today we wanted to update one of our most popular posts on saving money at the grocery store. With the
What Is A Backdoor Roth IRA? (And When It Makes Sense For You)
Planning your retirement saving strategy is a comprehensive task, especially when it involves complex strategies like backdoor Roth IRA contributions. With so many channels to choose from and varying rules
A Nervous Investor’s Guide to Stock Market Volatility [Webinar Replay]
This is a replay from Arnold and Mote Wealth Management that was recorded in March 2020 after the stock market decline during Covid-19 crisis.
Webinars and COVID-19 Resources
We’re here for you. As your fiduciary, fee-only advisors, we are here to support and guide you through the financial impact of COVID-19. Browse and share our library of resources
Retirement Reimagined: An Interview With Grand Living At Indian Creek
Welcome back, readers. Today marks the end of our retirement community spotlight series and we are so grateful to leave you with a piece on Grand Living at Indian Creek.
Retirement Your Way: An Interview With Cottage Grove Place
I’m sure you have heard the saying, “the third time is the charm,” and that is exactly how we felt after interviewing Brian Kramer, Sales Director for Cottage Grove Place
Bringing Fulfilment To Retirement: An Interview With The Keystones
Continuing our retirement community spotlight series, today we are excited to talk about the Keystones, another wonderful community in Cedar Rapids. We had the privilege to speak with Keystones’ Executive