Where should you really be putting your bond investments? It’s not just about the rates, you know. It’s also about the tax implications. Read to see why.
The true value of our experiences lies in how we put them to work—for ourselves or for others. In this article, Jerry shares a few thoughts that have been helpful to him along the way.
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.
Join us for a Q&A with Kevin Hircock, Founder & Program Director of Team Runfree.
Truly successful investing—whether in the market, your children, your community, or yourself—demands deeper, less quantifiable considerations. In this article, Kent invites you to think about
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.
It’s easy to get lost in the sheer size of government finances — and what they might mean for you. In Michael's latest blog post, he breaks down some of the complexities.
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
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.
It’s easy to get lost in the sheer size of government finances — and what they might mean for you. In Michael's latest blog post, he breaks down some of the complexities.
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.
An estate plan is a gift to your loved ones. In this blog, Stacie outlines the key documents everyone should have in place—and why they matter.
Wealth doesn’t just grow—it’s built over time, shaped by good habits, smart choices, and life’s ups and downs. In this blog, we take a closer look at the generations of wealth and why intentional estate planning matters now more than ever.
There is a common thread running through the key decisions that we make - everyone wants confidence that they're making the right financial decisions with their resources. In this blog, Ashlee shares three key questions she uses to help bridge that confidence gap and spark open, meaningful conversations.
Kent Kramer tackles the question, 'Is it different this time?' by analyzing what’s different and what's the same in market downturns. He discusses historical market declines, the catalysts behind them, and the importance of maintaining long-term optimism despite short-term volatility.
Summer travel reminds us that even the best-laid plans can run into unexpected storms. The same is true for investing—your portfolio should be prepared to weather whatever the market forecast brings. Let’s take a look at how to help you stay on course.
As a financial planner and a parent who didn’t grow up with the benefit of family financial literacy, I’m always looking for creative ways to teach my kids about money. Read more to see how a simple family trip revealed three unique spending styles.
