How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning » Estate & Transfer Planning
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Women Live Longer – What That Could Mean for Your Estate
Category: Financial Planning » Estate & Transfer Planning
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Category: Financial Planning » Estate & Transfer Planning
Before taking action on your inheritance, here are three things to consider.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
How to Think About Taxes in Retirement – Beyond Just Paying Less
Learn why many retirees focus on lifetime taxes, how different income sources interact, and what to be aware of as you approach retirement.
Have You Considered the Realtime Gratification of Warm Giving?
Category: Financial Planning » Estate & Transfer Planning
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Webinar: Tax Reduction Strategies & Why Timing Matters
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
2025 Year-End Tax Strategies: DAFs, QCDs, 401(k) Limits, Roth Conversions | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
December 31st is fast approaching! This month, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Women Live Longer – What That Could Mean for Your Estate
Category: Financial Planning » Estate & Transfer Planning
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Category: Financial Planning » Estate & Transfer Planning
Before taking action on your inheritance, here are three things to consider.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
Many Iowa farms are likely to change hands over the next 20 years. Learn why preparing now can help protect the legacy and livelihood of Iowa’s family farms.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
Check out these three steps to avoid an estate planning “rut” which will help ensure that your wishes are carried out and give your heirs and fiduciaries a better understanding of your intentions.
Estate Planning: A Gift to Your Loved Ones
Category: Financial Planning » Estate & Transfer Planning
An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Estate & Transfer Planning
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
Category: Financial Planning » Estate & Transfer Planning
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.