Charitable Giving: Ending the Year with Purpose
Feeling called to give back as the year comes to a close? There are meaningful ways to support the causes you care about—beyond writing a check.
Have You Considered the Realtime Gratification of Warm Giving?
Consider the value of giving now—reaping the emotional rewards of seeing the impact of your gift firsthand, during your lifetime.
Chart of the Month – December 2025
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
The Five Generosity Languages
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Proactive Tax Planning: Don’t Let Taxes Happen to You
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.
Elegant and Timeless Holiday Styling. Thoughtful Winter Décor
Nostalgia and familiarity are often at the center of holiday decorating traditions. But there’s always room for weaving fresh ideas into the mix. We asked some of our favorite Des Moines area designers for inspiration.
What I Learned About Listening to My Heart
Hear Jerry’s story about how life events can inform your heart and inspire change.
Generosity in Action with Greater Des Moines Habitat for Humanity
Join us for a Q&A with Lance Henning, CEO of Greater Des Moines Habitat for Humanity.
Chart of the Month – December 2025
Charitable giving strategies continue to evolve. This month’s Chart highlights how approaches to philanthropy have shifted over the past 15 years.
The Five Generosity Languages
Join Ashlee as she discusses five generosity languages that help each of us express our own unique ways to give.
Proactive Tax Planning: Don’t Let Taxes Happen to You
Proactive tax planning can offer greater clarity around your financial picture. Zach explains what it is and why it matters.
Elegant and Timeless Holiday Styling. Thoughtful Winter Décor
Nostalgia and familiarity are often at the center of holiday decorating traditions. But there’s always room for weaving fresh ideas into the mix. We asked some of our favorite Des Moines area designers for inspiration.
What I Learned About Listening to My Heart
Hear Jerry’s story about how life events can inform your heart and inspire change.
Generosity in Action with Greater Des Moines Habitat for Humanity
Join us for a Q&A with Lance Henning, CEO of Greater Des Moines Habitat for Humanity.
Thanking Giving Healing
The holidays are traditionally times of joy and anticipation. But are you feeling a little out of step this season? Read on to explore how refocusing on gratitude and generosity might help create positive momentum toward a more joyful holiday season.
Year-End Financial Planning: Smart Moves Before Next Year
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.
Hidden Tax-Saving Opportunities Most People Miss
Grant Booth, CPA at Jacobsen & Company, LLP, breaks down commonly missed tax-saving strategies to consider before year-end.
Keep More of What You Earned: Tax-Smart Retirement Withdrawals
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.
Chart of the Month – November 2025
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
Smart Tax Moves for Year–End 2025: How to Make the Most of Your Brackets
Check out Ethan's five actionable strategies that could help you take control of your taxes at year-end in 2025.