Women Live Longer – Estate and Housing
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Category: Financial Planning
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
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
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.
Confidence Through Conversation: Three Key Questions for Nonprofits, Families, and Women
Category: Financial Planning
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.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning
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.
Women Live Longer – Estate and Housing
Category: Financial Planning » Cashflow
Let's discuss what you need to consider if you become a surviving spouse with a focus on estate considerations.
Inherit $100 and Advance to Go!
Category: Financial Planning
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
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
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.
Confidence Through Conversation: Three Key Questions for Nonprofits, Families, and Women
Category: Financial Planning
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.
Teaching — and Learning from — Our Kids: What Kind of Spender Are You?
Category: Financial Planning
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.
The Gift of Fandom—and Financial Wisdom
Category: Financial Planning
What do investing and being a loyal sports fan have in common? More than you might think. Read on to discover how the ups and downs of fandom can mirror the journey of long-term investing—and why both are worth the ride.
Women Live Longer- What That Means for Income Planning
Category: Financial Planning
On Average, women tend to live longer than men. What does that mean when it comes to retirement planning and income?
How Much Income Do I Need in Retirement? | Financial Perspectives
How much will you really need in retirement? And how do you make it last? This month, Kent Kramer and Marcus Iwig discuss forecasting expenses, managing investments for income, and handling life's curveballs in retirement.