The Four Uses of Money
Category: Financial Planning
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
How to Make Sense of Goals You Set
Category: Financial Planning
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
College Planning: Don’t Wait to File Your FAFSA
Category: Financial Planning
If the prospect of sending your child on their entry into adulthood isn’t hard enough, there is all the paperwork to decipher… the ACT/SAT, college applications, scholarship applications, and of course, the dreaded FAFSA!
Tips for Setting Financial Goals in Marriage
Category: Financial Planning
If the financial goals conversation seems intimidating to you, know that you are not alone!
What to Do If Forced Into Retirement Early
Category: Financial Planning
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
How the National Debt Affects You
Category: Financial Planning
The rising U.S. national debt has been a topic of conversation for many years and 2020 has magnified the focus on this issue.
Why I Try Not to Pay Attention to the News
Category: Financial Planning » Behavioral Finance
While I don’t think this approach is for everyone, I do think many of us would benefit from making some of these decisions.
Discover the Real Meaning of Financial Independence
Category: Financial Planning
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
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.
My Strange Family
Category: Financial Planning
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.
Feed the Beast
Category: Financial Planning
Uncle Sam Wants His Money
Category: Financial Planning
Opportunity Valley
Category: Financial Planning