Building a Framework for Family and Charitable Gifts

Category: Financial Planning

By Ashlee Vieregger

11/10/2022

Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”

Brock Purdy and the Importance of Inconsequential Decisions

Category: Financial Planning

By Ross Polking

02/02/2023

One seemingly small decision that no one thought would matter made a significant difference for the Bay Area team and its fans...

Boiling the Tax Code Down to Three Letters

Category: Financial Planning

By Marcus Iwig

02/19/2016

Blind Spots

Category: Financial Planning

By Joe Bantz

05/27/2016

Biases

Category: Financial Planning

By Matt Abels

03/11/2016

Basics of Disability Insurance

Category: Financial Planning

By Brad Rempe

04/24/2017

Balance Sheet Liquidity: What Is It? How Do I Approach It?

Category: Financial Planning

By Brent Carlson

02/20/2023

I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.

Avoiding Probate- How Do I Do It and Why Do I Care

Category: Financial Planning

By Guest Blogger

03/06/2017

Avoiding Probate Just Got a Little EasieràFor Certain Estates

Category: Financial Planning

By Guest Blogger

03/07/2019

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.