Financial planning in Cedar Rapids is changing. More Iowans, especially retirees and those approaching retirement, are moving away from traditional advisory models and toward something simpler: flat-fee financial advisors. In
For investors in Cedar Rapids, building long-term wealth is more than just picking up the right stocks or mutual funds; it’s about making smart financial planning decisions that protect and
Introduction: Why Your Advisor’s Fee Structure Matters for Your Future Understanding how your financial advisor is paid is one of the most important factors as you search for the best
If you or your spouse have social security benefits that have in the past been affected by the WEP (Windfall Elimination Provision) or GPO (Government Pension Offset) programs, there’s big
Inheriting an annuity can be a great windfall, but can also raise unexpected tax liabilities and administrative burdens to deal with. In this post we cover a few basics to
The FBI estimates that more than $10 billion dollars were lost in 2022 due to cyber related crimes. It has never been more important to keep yourself safe online, but
The headlines can move quickly, which can make it difficult to separate proposed changes from the rules that are actually in effect today.
What is the TSP Mutual Fund Window? Think of the mutual fund window as a separate investment “sub-account” inside your TSP. You move (transfer) money from your TSP core funds
Retirement can mean big changes, and one of these changes may be where you choose to live. How you choose to pay for a home purchase can make a great difference overall.
One of the hardest things that we do with clients is help process the death of a loved one like a spouse or a partner. Here’s some common tasks that need to be dealt with: