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
Money Questions to Ask on Your College Visits
The season of on-campus visits is upon us, so let’s get ready to ask those admissions counselors (and financial aid office staff) some thoughtful questions! You have a choice about
No Fights: Marriage and Money Survival Skills
One of my favorite aspects of working with a new financial planning client is seeing how the person handles their money, and that goes doubly so for a married (or
Best Online Tools (Generally Free) for Retirement Planning
I am a financial planner by personality and by trade, and though I don’t make a living by reviewing the online tools available to help with retirement planning, I’m always
What the Best College Values in Iowa Mean for Your Family
Each year, Kiplinger magazine puts out a list of the best college values. I encourage you to check it out, but come back to this post. There’s a critical discussion
What Are the Options for My 401(k) When I Retire?
You’ve worked for decades, diligently put aside money in your company’s 401(k) plan, and now you’re ready to make the leap to retirement. What are your options for that big
Setting a Budget for Retirement
One of the more difficult tasks in planning your retirement is getting an accurate view of your ongoing expenses. In fact, once you’ve developed a reasonable sense of how much
How Outside Scholarships Impact Financial Aid and a Survey of Iowa Colleges’ Policies
Whether you’re in the home stretch of finalizing your college decision for the fall or just starting this process with a sophomore/junior student, spending some time researching and applying for
The Small Business Owner’s Guide to College Funding
Are you a small business owner with a teenager bound for college? You should be taking advantage of a couple strategies that can reduce your college cost by thousands. What’s
How Do I Cover My Child with Health Insurance Until They Get a Job?
Whether your child is going off to college this fall or graduating in the spring, you’ve likely considered how you can make sure they get proper health insurance. Although most