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Serving Cedar Rapids, Iowa, and Surrounding Areas.
What is a CRPC® and Why Does It Matter for Your Retirement?
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. What is a CRPC® and Why Does It Matter for Your Retirement? At Iowa Retirement Benefits & Solutions, we take professional qualifications seriously because we know they make a difference in helping our clients achieve a secure [...]
Taking the Guesswork Out of Social Security Planning
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Why You Should Seek Expert Guidance Before Claiming Social Security At Iowa Retirement Benefits & Solutions, we frequently receive questions about Social Security and its role in retirement planning. While many retirees assume claiming benefits is a [...]
Social Security Explained
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Social Security, Explained At Iowa Retirement Benefits & Solutions, we frequently receive questions about Social Security—how it works, why it was created, and how it fits into your retirement strategy. Many Americans don’t fully understand the system, [...]
Understanding Your Pension Options
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Understanding Your Pension Options Pensions have been making headlines lately, prompting many Americans to take a closer look at the details and security of their pension plans. One of the biggest and most complex decisions you may [...]
Steps to an Early Retirement
Early Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Steps to an Early Retirement Many people wonder when the right time to start planning for retirement is. The honest answer? It’s never too early! Early retirement planning requires careful financial and lifestyle considerations, and the sooner you start, [...]
Evolving Retirement Trends
The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Evolving Retirement Trends: Navigating a Changing Landscape Retirement planning is constantly evolving, shaped by economic shifts, changing demographics, and new financial tools. Every day seems to bring a new twist or turn to [...]
The Greatest Wealth Killers in America—and How to Protect Your Money
and How to Protect Your Money The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Greatest Wealth Killers in America—and How to Protect Your Money Let’s face it: keeping your wealth intact isn’t always easy. Between emotional decisions, market swings, taxes, [...]
Financial Challenges in 2025
The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Financial Challenges in 2025 Let’s face it—predicting the future is tough, especially when it comes to finances. However, we can spot trends and potential challenges to help you stay ahead of the curve. [...]
Target Date Funds Explained
Target Date Funds Explained Target Date Funds Explained The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Target Date Funds Explained When it comes to retirement planning, many people opt for the "set-it-and-forget-it" approach, relying heavily on target-date funds in their [...]
How Much Monthly Retirement Income Do You Need?
How Much Monthly Retirement Income Do You Need? 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 Monthly Retirement Income Do You Need? Planning for retirement can feel overwhelming, especially when [...]
Your Financial Planning Christmas List
Your Financial Planning Christmas List 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. Your Financial Planning Christmas List Sometimes the best gifts don’t cost you a penny while providing lifelong value. Creating [...]
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 [...]
What is a CRPC® and Why Does It Matter for Your Retirement?
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. What is a CRPC® and Why Does It Matter for Your Retirement? At Iowa Retirement Benefits & Solutions, we take professional qualifications seriously because we know they make a difference in helping our clients achieve a secure [...]
Taking the Guesswork Out of Social Security Planning
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Why You Should Seek Expert Guidance Before Claiming Social Security At Iowa Retirement Benefits & Solutions, we frequently receive questions about Social Security and its role in retirement planning. While many retirees assume claiming benefits is a [...]
Social Security Explained
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Social Security, Explained At Iowa Retirement Benefits & Solutions, we frequently receive questions about Social Security—how it works, why it was created, and how it fits into your retirement strategy. Many Americans don’t fully understand the system, [...]
Understanding Your Pension Options
Understanding Your Pension Options Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Understanding Your Pension Options Pensions have been making headlines lately, prompting many Americans to take a closer look at the details and security of their pension plans. One of the biggest and most complex decisions you may [...]
Steps to an Early Retirement
Early Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Steps to an Early Retirement Many people wonder when the right time to start planning for retirement is. The honest answer? It’s never too early! Early retirement planning requires careful financial and lifestyle considerations, and the sooner you start, [...]
Evolving Retirement Trends
The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Evolving Retirement Trends: Navigating a Changing Landscape Retirement planning is constantly evolving, shaped by economic shifts, changing demographics, and new financial tools. Every day seems to bring a new twist or turn to [...]
The Greatest Wealth Killers in America—and How to Protect Your Money
and How to Protect Your Money The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Greatest Wealth Killers in America—and How to Protect Your Money Let’s face it: keeping your wealth intact isn’t always easy. Between emotional decisions, market swings, taxes, [...]
Financial Challenges in 2025
The Crucial Role of Financial Representatives in Retirement Posted by Jeff Carey Serving Cedar Rapids, Iowa, and Surrounding Areas. Financial Challenges in 2025 Let’s face it—predicting the future is tough, especially when it comes to finances. However, we can spot trends and potential challenges to help you stay ahead of the curve. [...]
Target Date Funds Explained
Target Date Funds Explained Target Date Funds Explained The Crucial Role of Financial Representatives in Retirement Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. Target Date Funds Explained When it comes to retirement planning, many people opt for the "set-it-and-forget-it" approach, relying heavily on target-date funds in their [...]
How Much Monthly Retirement Income Do You Need?
How Much Monthly Retirement Income Do You Need? 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 Monthly Retirement Income Do You Need? Planning for retirement can feel overwhelming, especially when [...]
Your Financial Planning Christmas List
Your Financial Planning Christmas List 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. Your Financial Planning Christmas List Sometimes the best gifts don’t cost you a penny while providing lifelong value. Creating [...]
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 [...]
