Chart of the Month – October
Research by the Federal Reserve Bank of Richmond reveals information about the typical path and composition of assets held by Americans throughout adulthood. In this article, Jack explores how asset composition changes with age.
Generosity in Action featuring Easterseals
Q&A with Sherri Nielsen, President & Ceo of Easterseals Iowa.
Dan’s Blog Post
Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives
Taxes may be inevitable, but overpaying them isn't. In this episode of Financial Perspectives, Senior Lead Advisor Marcus Iwig and Senior Associate Advisor Isabel McMillen join Director of Communications Gretchen Muller to break down the year-end tax planning strategies that could help you keep more of what you've earned — and the hidden pitfalls that can turn a good idea into a costly surprise.
What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums
Could a financial decision today increase your Medicare premiums tomorrow? Missy Roh, explains IRMAA and how income could affect Medicare Part B and Part D costs in retirement.
Aiming for a Great Transition
Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Chart of the Month – October
Research by the Federal Reserve Bank of Richmond reveals information about the typical path and composition of assets held by Americans throughout adulthood. In this article, Jack explores how asset composition changes with age.
Generosity in Action featuring Easterseals
Q&A with Sherri Nielsen, President & Ceo of Easterseals Iowa.
Dan’s Blog Post
Year-End Tax Planning: Avoiding Costly Mistakes Before December | Financial Perspectives
Taxes may be inevitable, but overpaying them isn't. In this episode of Financial Perspectives, Senior Lead Advisor Marcus Iwig and Senior Associate Advisor Isabel McMillen join Director of Communications Gretchen Muller to break down the year-end tax planning strategies that could help you keep more of what you've earned — and the hidden pitfalls that can turn a good idea into a costly surprise.
What Is IRMAA? Understanding the Connection Between Income and Medicare Premiums
Could a financial decision today increase your Medicare premiums tomorrow? Missy Roh, explains IRMAA and how income could affect Medicare Part B and Part D costs in retirement.
Aiming for a Great Transition
Approaching retirement or other significant transitions, some will think only about leaving and being done. Others may focus entirely on the next thing, whatever that may be. But know there’s value to being present in the exchange zone, the transition phase. Read Kent's article to see what that looks like.
Chart of the Month – September
Tax rates and brackets have changed dramatically over time, reminding us that today's tax environment is only a snapshot in history. Our latest Chart of the Month looks at how the marginal income tax rate has changed over the past century.
What Does It Really Take to Thrive into Your 90s?
We’ve all heard the familiar advice for aging well: Eat healthy foods, stay physically active, and get plenty of sleep. While those habits certainly matter, there may be much more to living well than maintaining good physical health. Read for a preview of what's to come in our September Financial Perspectives: The Magazine.