June 1, 2020

“How do I invest the extra cash I have in the bank?” is a common question for people who find themselves with more discretionary cash flow. This could be the result of increasing income due to career advancement, recently paying off student loans, or becoming an empty-...

May 18, 2020

So much attention seems to be focused on the Boomers and Millennials, and the financial needs of Generation X (people born approximately between 1965 and 1980) is neglected. This generation also tends to be skeptical of the markets and financial advisors.

Generation Xer...

January 20, 2020

Is your planned retirement age realistic? According to many studies, the answer is no. The Employee Benefit Research Institute 2019 Retirement Confidence Survey found two-thirds of current retirees had planned to work past age 64. However, only one-fourth of retirees a...

April 11, 2019

Do you have what it takes to be a millionaire woman? According to the book “Millionaire Women Next Door” the most common factor of financial success named by millionaire women is perseverance.  

The millionaire women researched in the book shared other es...

March 22, 2019

“The Millionaire Next Door”book is one of my all-time favorites.  It shows how common perceptions about the typical millionaire are not true.  For example, many people are surprised to learn millionaires tend to be first generation wealth accumulators, who built their...

December 14, 2018

Commingling finances for any couple can be a stressful event.  But, couples getting married the second time around may not be prepared for the legal impact of their new marriage.  It is a commonly held perspective that a spouse in a second marriage should have limited...

July 11, 2018

Governor Reynolds signed Iowa’s tax reform bill into law in May with the intent to modernize and simply Iowa income tax law.  Changes in the law are set to phase-in over time and some hinge on the State meeting revenue projections before going into effect. 

Ke...

October 12, 2017

It’s National Save for Retirement Month!  Celebrate by making sure your retirement savings strategy is working for you.  The first step of getting ready for retirement is to determine if you are saving enough.  You will also want to confirm your investment approach is...

August 16, 2017

This year’s summer intern holds a special place in my heart.  Thanks Ally for all your hard work and your contributions to our firm.  Good luck as you return to The University of Iowa for another great year of college! @westallyb @LKBWest

August 2, 2017

Why is it people tend to think wealthy people are lucky, inherit their money, or worse, cheat? 

While this may be true in some circumstances it is not the case the majority of the time.  Although dated, the book "The Millionaire Next Door," provides demographic statisti...

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April 7, 2020