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Retirement Happiness
Category: Financial Planning » Behavioral Finance
What are the primary drivers of a happy retirement and overall wellness?
The Older & Wiser AI: The Market’s Aggregate Intelligence
Has Artificial Intelligence been causing you anxiety, or made you wonder about the trustworthiness of investment markets? Be reminded that “educated optimism is an antidote for anxious uncertainty”.
Value vs Growth – What does that Mean?
Have you heard the words, “value” and “growth,” when it comes to investing? Let’s face it: These words are often misunderstood and poorly utilized.
A Farming Deduction from an Unexpected Location: The Beach
Category: Financial Planning
With farm ground prices near all-time highs, higher borrowing costs, and tight margins, this tax deduction should be considered when purchasing a farm property or inheriting one.
Winning Strategies in a High-Cost Healthcare Market
Category: Financial Planning
Small business owners face many challenges in today’s competitive environment. We often hear of the burden rising healthcare costs have on a business’s sustainability, profitability, and ability to attract and retain key talent. Let’s explore some winning strategies that have been implemented by a variety of businesses across the area.
Updates to the State of Iowa 529 plan
529 plans can be a great way to save for future education costs for your loved ones. The State of Iowa recently made a few improvements to the College Savings 529 plan.
Three Tips to Help Set Yourself up for Retirement
Category: Financial Planning » Cashflow
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
Chart of the Month – June 2024
No one can time the market and determine when those best months will occur. The best months are surprisingly random. More important than timing the market is time in the market.
The Magic of Writing a Letter
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.