Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
The Ins and Outs of Paying Student Loan Debt
Category: Financial Planning
Whether you are working on paying down student debt yourself, or have children looking to do so, below are some questions to consider.
SECURE Act Signed Into Law. How Will This Impact Your Plan?
Category: Financial Planning
In December 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement (SECURE) Act into law. Will it affect you?
Med School Grads, Do These Three Things First
Category: Financial Planning
As a recent medical school graduate, resident, or doctor early in your career, there are a few key things to consider for your financial well-being. The earlier you develop a strategy for these things, the greater the benefit.
Who Should Care About the CARES Act? You!
Category: Financial Planning
Early in the morning on Wednesday, March 25th, negotiators from both Congress and the Executive branch struck a deal spending nearly $2.2 Trillion to aid individuals and businesses.�
IRS Allows for Reversal of 2020 RMDs
Category: Financial Planning
In late June, the IRS announced RMDs would be able to be reversed from any account requiring them through August 31st. Since the IRS is allowing this, it presents a potential tax planning opportunity.
Round Two: Stimulus Aid Arrives
Category: Financial Planning
The aid package was just one part of a larger funding bill, and it contained many provisions, most notably an additional round of direct payments to Americans.
More Stimulus Aid on the Horizon
Category: Financial Planning
On January 14th, President Biden presented his plan, titled the American Rescue Plan, for the next round of economic aid related to the ongoing pandemic.
American Rescue Plan: Aid Begins Hitting Accounts
Category: Financial Planning
Most notably, the bill included another round of direct payments to Americans, many of whom have already received the $1,400 (individually), plus per spouse and dependent/s.
Avoiding Probate Just Got a Little EasieràFor Certain Estates
Category: Financial Planning
Currently in Iowa, if a decedent owns personal property that totals $25,000 or less and that property would normally pass under a Will or the intestate statute, you can skip probate with just an affidavit.
Tax Planning Strategies For 2019: How Can You Act Now?
Category: Financial Planning
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Don’t Let Creditors Crack Your Nest Egg
Category: Financial Planning
Colin Hendricks of BrownWinick Law Firm shares some tips on creditor protection planning for professionals.
Steps to Take When a Loved One Dies
Category: Financial Planning
The death of a loved one is often met with a period of grief and adjustment. Determining what must be done to close out a decedent’s financial affairs can be overwhelming, especially during this time.
Health, Wealth, and Time
Category: Financial Planning
David Safris, President and Co-owner of Visionary Services, Inc., shares how long-term planning and balancing health, wealth, and time helped him pursue a lifelong dream.
Clarifying the CARES Act for Businesses
Category: Financial Planning
Dave Hove, Senior Tax Partner at LWBJ, highlights programs that apply specifically to businesses under the CARES Act.
Umbrella Insurance Is Just a Catch All Policy, Right?
Category: Financial Planning
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
How a Medicare Supplement Coordinates with the Parts of Medicare
Category: Financial Planning
Medicare seems like the Alphabet soup of health insurance. Parts A, B, C, D and then the myriad of supplemental coverage. As Charlie Brown would say, “Good Grief”…. Let’s decipher it here.