Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications, Gretchen Muller, and Senior Lead Advisor, Matt Stagner, unpack what care planning really means across disability, special needs, and elder care. They talk through the financial realities families face and the practical solutions that could help, from building the right care team to ABLE accounts and special needs trusts.

Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.

Care Planning: Financial Strategies for Disability, Special Needs, & Elder Care

Care planning often feels like something that applies to someone else. In reality, it touches nearly every family. In this episode of Financial Perspectives, Director of Communications, Gretchen Muller, and Senior Lead Advisor, Matt Stagner, unpack what care planning really means across disability, special needs, and elder care. They talk through the financial realities families face and the practical solutions that could help, from building the right care team to ABLE accounts and special needs trusts.

Planning for Inflation: What You Can, and Can’t, Control | Financial Perspectives

In retirement planning, some variables you can control, and others you can’t. Inflation is often an overlooked variable. In this episode of Financial Perspectives, Gretchen Muller, Director of Communications, and advisor Ben Berger walk through the "retirement equation" and use Monte Carlo modeling to stress-test a hypothetical plan against a 5% inflation shock. Ben also shares examples of adjustments that can help keep purchasing power on track.

To Sleep Perchance to Thrive

Poor quality sleep can be easy to ignore if we feel fine or can still function. In this article, Dr. John Scott of The Iowa Clinic helps address some of the most common misconceptions about sleep - and why there can be a significant difference between surviving and thriving.

How to Be an Effective Volunteer

Civic and charitable organizations across Central Iowa benefit from the support of volunteers from all walks of life. Have you ever wondered how you might be able to help? We asked leaders from three area charities what it takes to be an effective volunteer. We've also asked three volunteers about the rewards they experience.