Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Grant Booth, CPA at Jacobsen & Company, LLP, breaks down commonly missed tax-saving strategies to consider before year-end.
Want to keep more of your retirement savings working for you? Dan Hawthorne, CFP®, RICP®, MS, explains how a tax-smart withdrawal plan could help you keep more — and stress less.
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
Making the transition to retirement – from saving to spending – is one of life’s most anticipated passages. Yet beyond the financial milestones, it often carries deeply personal questions and emotions. In this article, Brad shares perspectives to help you approach this new season with clarity and confidence.
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.
Are you optimizing your year-end for maximum financial benefit? Kent's blog post reveals helpful key strategies, from SALT limits to Donor Advised Funds.
Grant Booth, CPA at Jacobsen & Company, LLP, breaks down commonly missed tax-saving strategies to consider before year-end.
Want to keep more of your retirement savings working for you? Dan Hawthorne, CFP®, RICP®, MS, explains how a tax-smart withdrawal plan could help you keep more — and stress less.
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.
Making the transition to retirement – from saving to spending – is one of life’s most anticipated passages. Yet beyond the financial milestones, it often carries deeply personal questions and emotions. In this article, Brad shares perspectives to help you approach this new season with clarity and confidence.
With the recent enactment of the One Big Beautiful Bill Act, it's essential to understand how these changes can impact your financial plan. Join Marcus as he discusses some actions you might want to consider based on the new tax law.
In his latest blog post, Caleb Brown breaks through the clutter of Trump’s One Big Beautiful Bill. What you need to know about all the changes and how they could affect your tax situation.
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Before taking action on your inheritance, here are three things to consider.
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.
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.
