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Serving Cedar Rapids, Iowa, and Surrounding Areas.
How Much Should I Take From My Investments?
How Much Should I Take From My Investments? Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. How Much Should I Take From My Investments? When it comes to retirement, one of the [...]
Election Year Investing? Hint: Don’t Panic
Election Year Investing? Hint: Don’t Panic Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Election Year Investing? Hint: Don’t Panic It’s that time again—election season. And if you're like many people, you're [...]
Tips for Investing in an Election Year
Tips for Investing in an Election Year Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Tips for Investing in an Election Year As November 5 approaches, you might find yourself drowning in [...]
The Fed Finally Cut Interest Rates—What Does That Mean for You?
The Fed Finally Cut Interest Rates—What Does That Mean for You? Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Fed Finally Cut Interest Rates—What Does That Mean for You? On September [...]
How the “Sequence of Returns” Impacts Your Investment Portfolio
How the "Sequence of Returns" Impacts Your Investment Portfolio Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. How the "Sequence of Returns" Impacts Your Investment Portfolio Ever heard the term "sequence of [...]
Financial Planning Guide for a Longer Life Expectancy
Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. As life expectancies increase, planning for retirement takes on a new dimension. It’s no longer just [...]
The Price of Procrastination: Why Waiting Costs You More Than You Think
The Price of Procrastination: Why Waiting Costs You More Than You Think The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. The Price of Procrastination: Why Waiting Costs You More Than You Think The "cost [...]
Turning 65: Your Essential 10-Point Checklist for Retirement Success
Turning 65: Your Essential 10-Point Checklist for Retirement Success The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Turning 65: Your Essential 10-Point Checklist for Retirement Success Turning 65 is a significant milestone, especially regarding [...]
Is Now the Right Time to Convert to a Roth IRA?
Is Now the Right Time to Convert to a Roth IRA? Is Now the Right Time to Convert to a Roth IRA? The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Is Now the Right Time to Convert to a [...]
What is a Frozen 401k?
What is a Frozen 401k? The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. What is a Frozen 401k? A frozen 401(k) refers to a retirement plan that no longer allows contributions, new enrollments, or [...]
The Top 5 Common Retirement Mistakes
The Top 5 Common Retirement Mistakes The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Top 5 Common Retirement Mistakes Retirement should be a time of relaxation and enjoyment, but without careful planning, it [...]
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 When you're a high-income earner, managing your finances isn't just about [...]
Planning for Retirement’s Go-Go, Slow-Go, and No-Go Years
Planning for Retirement's Go-Go, Slow-Go, and No-Go Years Planning for Retirement's Go-Go, Slow-Go, and No-Go Years The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for Retirement's Go-Go, Slow-Go, and No-Go Years When you think about "retirement planning," what immediately [...]
Understanding the Tax Impact of Outliving your Spouse
Understanding the Tax Impact of Understanding the Tax Impact of Outliving your Spouse The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Understanding the Tax Impact of Outliving your Spouse The sobering reality for many married couples is that eventually, one [...]
Building Your Financial Roadmap
Building Your Financial Building Your Financial Roadmap The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Building Your Financial Roadmap As you begin spring cleaning, it's a prime moment to reflect on your financial journey and assess the progress of your [...]
Exploring Annuity Investment Strategies
Exploring Annuity Investment Exploring Annuity Investment Strategies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Exploring Annuity Investment Strategies Let's delve into the world of annuities and how they can integrate into your investment portfolio. Annuities represent contracts with insurance [...]
Should You Roll Your 401k When You Retire?
Should You Roll Your 401k Should You Roll Your 401k When You Retire? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Should You Roll Over Your 401k When You Retire? You've diligently saved for retirement, and now you stand at [...]
Knowing When to Review Your Life Insurance Policies
Knowing When to Review Your Knowing When to Review Your Life Insurance Policies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Knowing When to Review Your Life Insurance Policies: A Comprehensive Guide Life insurance is a crucial aspect of financial [...]
Navigating a Tax-Efficient Retirement
Navigating a Tax-Efficient Navigating a Tax-Efficient Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Navigating a Tax-Efficient Retirement Saving diligently for retirement is a commendable financial goal, but the choice between pre-tax and post-tax contributions can significantly impact the [...]
How to Create a Guaranteed Retirement Income
How to Create a How to Create a Guaranteed Retirement Income The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. How to Create a Guaranteed Retirement Income Embarking on your retirement journey requires thoughtful planning to ensure a secure and fulfilling [...]
Required Minimum Distributions Explained
Required Minimum Distributions Required Minimum Distributions Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. RMD’s Explained Required Minimum Distributions (RMDs) are the minimum amounts that retirement account holders must withdraw annually from their traditional IRAs, 401(k)s, and other retirement [...]
The Annual Enrollment Period Explained
The Annual Enrollment Period The Annual Enrollment Period Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. AEP is nearly here, so we are going to switch things up a bit today. Today, we are going to discuss some of [...]
Your Checklist to Turning 65
Your Checklist to Your Checklist to Turning 65 The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Your Checklist to Turning 65 Today, we're going to talk about Medicare. If you’re reading this, you are likely either near age 65, or [...]
The Essentials of Estate Planning
The Essentials of The Essentials of Estate Planning The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Essentials of Estate Planning Lets dive into a topic that’s often overlooked but absolutely crucial- estate planning. Many people tend to procrastinate when [...]
Wills vs. Trusts- What is Right for You?
Wills vs Trusts Wills vs Trusts: What is Right for You? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Wills vs. Trusts- How Do I Know What I Need? Perhaps one of our most important topics, wills and trusts! The [...]
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How Much Should I Take From My Investments?
How Much Should I Take From My Investments? Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. How Much Should I Take From My Investments? When it comes to retirement, one of the [...]
Election Year Investing? Hint: Don’t Panic
Election Year Investing? Hint: Don’t Panic Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Election Year Investing? Hint: Don’t Panic It’s that time again—election season. And if you're like many people, you're [...]
Tips for Investing in an Election Year
Tips for Investing in an Election Year Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Tips for Investing in an Election Year As November 5 approaches, you might find yourself drowning in [...]
The Fed Finally Cut Interest Rates—What Does That Mean for You?
The Fed Finally Cut Interest Rates—What Does That Mean for You? Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Fed Finally Cut Interest Rates—What Does That Mean for You? On September [...]
How the “Sequence of Returns” Impacts Your Investment Portfolio
How the "Sequence of Returns" Impacts Your Investment Portfolio Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. How the "Sequence of Returns" Impacts Your Investment Portfolio Ever heard the term "sequence of [...]
Financial Planning Guide for a Longer Life Expectancy
Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. As life expectancies increase, planning for retirement takes on a new dimension. It’s no longer just [...]
The Price of Procrastination: Why Waiting Costs You More Than You Think
The Price of Procrastination: Why Waiting Costs You More Than You Think The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. The Price of Procrastination: Why Waiting Costs You More Than You Think The "cost [...]
Turning 65: Your Essential 10-Point Checklist for Retirement Success
Turning 65: Your Essential 10-Point Checklist for Retirement Success The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Turning 65: Your Essential 10-Point Checklist for Retirement Success Turning 65 is a significant milestone, especially regarding [...]
Is Now the Right Time to Convert to a Roth IRA?
Is Now the Right Time to Convert to a Roth IRA? Is Now the Right Time to Convert to a Roth IRA? The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Is Now the Right Time to Convert to a [...]
What is a Frozen 401k?
What is a Frozen 401k? The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. What is a Frozen 401k? A frozen 401(k) refers to a retirement plan that no longer allows contributions, new enrollments, or [...]
The Top 5 Common Retirement Mistakes
The Top 5 Common Retirement Mistakes The Top 5 Common Retirement Mistakes The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Top 5 Common Retirement Mistakes Retirement should be a time of relaxation and enjoyment, but without careful planning, it [...]
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 When you're a high-income earner, managing your finances isn't just about [...]
Planning for Retirement’s Go-Go, Slow-Go, and No-Go Years
Planning for Retirement's Go-Go, Slow-Go, and No-Go Years Planning for Retirement's Go-Go, Slow-Go, and No-Go Years The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for Retirement's Go-Go, Slow-Go, and No-Go Years When you think about "retirement planning," what immediately [...]
Understanding the Tax Impact of Outliving your Spouse
Understanding the Tax Impact of Understanding the Tax Impact of Outliving your Spouse The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Understanding the Tax Impact of Outliving your Spouse The sobering reality for many married couples is that eventually, one [...]
Building Your Financial Roadmap
Building Your Financial Building Your Financial Roadmap The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Building Your Financial Roadmap As you begin spring cleaning, it's a prime moment to reflect on your financial journey and assess the progress of your [...]
Exploring Annuity Investment Strategies
Exploring Annuity Investment Exploring Annuity Investment Strategies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Exploring Annuity Investment Strategies Let's delve into the world of annuities and how they can integrate into your investment portfolio. Annuities represent contracts with insurance [...]
Should You Roll Your 401k When You Retire?
Should You Roll Your 401k Should You Roll Your 401k When You Retire? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Should You Roll Over Your 401k When You Retire? You've diligently saved for retirement, and now you stand at [...]
Knowing When to Review Your Life Insurance Policies
Knowing When to Review Your Knowing When to Review Your Life Insurance Policies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Knowing When to Review Your Life Insurance Policies: A Comprehensive Guide Life insurance is a crucial aspect of financial [...]
Navigating a Tax-Efficient Retirement
Navigating a Tax-Efficient Navigating a Tax-Efficient Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Navigating a Tax-Efficient Retirement Saving diligently for retirement is a commendable financial goal, but the choice between pre-tax and post-tax contributions can significantly impact the [...]
How to Create a Guaranteed Retirement Income
How to Create a How to Create a Guaranteed Retirement Income The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. How to Create a Guaranteed Retirement Income Embarking on your retirement journey requires thoughtful planning to ensure a secure and fulfilling [...]
Required Minimum Distributions Explained
Required Minimum Distributions Required Minimum Distributions Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. RMD’s Explained Required Minimum Distributions (RMDs) are the minimum amounts that retirement account holders must withdraw annually from their traditional IRAs, 401(k)s, and other retirement [...]
The Annual Enrollment Period Explained
The Annual Enrollment Period The Annual Enrollment Period Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. AEP is nearly here, so we are going to switch things up a bit today. Today, we are going to discuss some of [...]
Your Checklist to Turning 65
Your Checklist to Your Checklist to Turning 65 The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Your Checklist to Turning 65 Today, we're going to talk about Medicare. If you’re reading this, you are likely either near age 65, or [...]
The Essentials of Estate Planning
The Essentials of The Essentials of Estate Planning The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Essentials of Estate Planning Lets dive into a topic that’s often overlooked but absolutely crucial- estate planning. Many people tend to procrastinate when [...]
Wills vs. Trusts- What is Right for You?
Wills vs Trusts Wills vs Trusts: What is Right for You? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Wills vs. Trusts- How Do I Know What I Need? Perhaps one of our most important topics, wills and trusts! The [...]
