August 27, 2015

Many retirees worry about the rising costs and uncertainty of accessibility to healthcare services, especially people who retire before Medicare begins at age 65.  The Centers for Medicare and Medicaid Services estimate the cost of healthcare has been increasing at 6.5...

August 7, 2015

Each year Morningstar researches and ranks college 529 plans across the nation. For people who live in Iowa, it is good to know that while the College Savings Iowa 529 Plan did not achieve the highest gold level ranking, it did receive a high bronze rating. 

Iowa’s 529...

July 21, 2015

Millennials now outnumber every other generation in terms of number of workers in the workforce. However, the split is still close among Millennials, Generation X, and Boomers. If you would like to read more on this topic check out this Pew Research Center article.

For...

July 16, 2015

A recent study conducted at Kansas State University by George Nabeshima linked five common personality traits with net worth levels.  The personality traits in the study are well known within the psychology field as the Big Five Framework: extroversion, conscientiousne...

June 30, 2015

Less and less teens are finding summer work to keep busy during the summer break. Generally during a recession the number of employed teens decreases then bounces back with the economy, but recently that has not been the case. The main reasons that teens are less likel...

June 18, 2015

Do you find yourself worrying about your finances? If so, you are not alone. According to many studies the top stressor among adults is financial stress. Contrary to popular belief, stress is not necessarily connected to wealth levels. Many high-net-worth households st...

June 2, 2015

Buying a vacation home can be an exciting step for people, but buyer beware of potential traps associated with this tricky tax situation. Determining how the property will be used is perhaps the most important factor.

Personal Use. The income tax deductions available fo...

March 24, 2015

Elder abuse is a serious threat facing many older people and those who love and care for them.  According to the National Center on Elder Abuse, neglect and emotional abuse are the most common forms of abuse, but 40% of cases involve some form of financial exploitation...

February 16, 2015

We often hear our clients talk about how difficult it is to teach their kids about managing money.  Maybe this article by Forbes can help you develop simple strategies for your children.  No matter what you decide to implement, it is important to remember that parents...

January 21, 2015

I don’t know about you, but during the cold winter months I drum up all kinds of ideas relating to sun and fun.  One idea that comes up every so often is how much fun it would be to have a boat.  I think many people are like me and tend to romanticize the idea of a maj...

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