Generosity in Action with Greater Des Moines Habitat for Humanity
Category: Foster Group
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.
2025 Year-End Financial Checklist
Category: Financial Planning
Since we are close to flipping the calendar to 2026, this is a great time to sit down and reflect on the past financial year and anticipate what might be ahead.
Webinar: Tax Reduction Strategies & Why Timing Matters
December 31st is fast approaching! In this webinar, Kent Kramer and Caleb Brown walk through what's worth reviewing before the end of the year — timing, thresholds, and a simple way to prioritize the strategies that may be worth considering.
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.
Why Market Highs Aren’t a Reason for Worry | Financial Perspectives
In this edition of Financial Perspectives, Kent Kramer explores why market highs often trigger anxiety and how investors can cultivate educated optimism. Discover the psychology behind market fears, learn from historical trends, and understand our approach to portfolios.
Hidden Tax-Saving Opportunities Most People Miss
Category: Financial Planning
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
Category: Foster Group
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
Category: Investing » Active Management
Anticipating significant capital gains? Jack Davies, CFA, explains how direct indexing may help investors manage them more efficiently.
OBBBA Explained: What the 2025 Tax Bill Might Mean for You | Financial Perspectives
Category: Financial Planning » Charitable Giving
The One Big Beautiful Bill Act (OBBBA), signed July 4, 2025, updated tax law: rates extended, new $6K senior deduction, higher SALT cap with limits, charitable deduction floor, and a $15M estate exemption. This month, Marcus Iwig joins Kent Kramer to explain what these updates mean — and why most taxpayers may see only modest impact.
Nearly 1,000 Pages of Tax Law—Here’s What Actually Matters
Category: Financial Planning
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.
Chart of the Month – September 2025
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.
Women Live Longer – What That Could Mean for Your Estate
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
AI Explained: Hype vs. Reality | A Conversation with Stephen de Man, Dimensional Fund Advisors
Category: Foster Group
AI is everywhere in the headlines — but how much is hype, and what’s real? Stephen de Man of Dimensional Fund Advisors joins Kent Kramer to explore AI’s history, opportunities, risks, and how to start using it responsibly.
Inherit $100 and Advance to Go!
Before taking action on your inheritance, here are three things to consider.
Chart of the Month – August 2025
Category: Financial Planning » Estate & Transfer Planning
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.
Don’t Get Into A “Rut” with Estate Planning! Three steps for Better Outcomes.
Category: Financial Planning » Estate & Transfer Planning
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.
Estate Planning: A Gift to Your Loved Ones
Category: Financial Planning » Estate & Transfer Planning
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.
2025 Estate Planning: Tax Updates, Key Documents, & Important Conversations | Financial Perspectives
Category: Financial Planning » Charitable Giving
This month, Ashlee Vieregger joins Kent Kramer to explore how the new tax law could impact your estate plans. Learn about the new $15M exemption, charitable giving changes, essential documents, and why talking to your family about your plans matters more than ever.
Chart of the Month – July 2025
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.