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Target Date Funds Explained
Target Date Funds Explained Target Date Funds Explained Target Date Funds Explained 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 401k plans. While these [...]
How Much Monthly Retirement Income Do You Need?
How Much Monthly Retirement Income Do You Need? Financial Planning Guide for a Longer Life Expectancy How Much Monthly Retirement Income Do You Need? 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 Your Financial Planning Christmas List 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 a financial planning [...]
How Much Should I Take From My Investments?
How Much Should I Take From My Investments? Financial Planning Guide for a Longer Life Expectancy How Much Should I Take From My Investments? 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 Election Year Investing? Hint: Don’t Panic 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 probably wondering [...]
Tips for Investing in an Election Year
Tips for Investing in an Election Year Financial Planning Guide for a Longer Life Expectancy Tips for Investing in an Election Year 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 a [...]
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 Fed Finally Cut Interest Rates—What Does That Mean for You? Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Fed Finally Cut Interest Rates—What Does That Mean for [...]
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 How the "Sequence of Returns" Impacts Your Investment Portfolio 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 [...]
Financial Planning Guide for a Longer Life Expectancy
Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy 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 Price of Procrastination 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 of waiting" refers to [...]
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 Turning 65: Your Essential 10-Point Checklist for Retirement Success 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 [...]
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? Is Now the Right Time to Convert to a Roth IRA? Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Is Now the Right Time to [...]
What is a Frozen 401k?
What is a Frozen 401k? The Top 5 Common Retirement Mistakes What is a Frozen 401k? 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 certain types of [...]
The Top 5 Common Retirement Mistakes
The Top 5 Common Retirement Mistakes The Top 5 Common Retirement Mistakes The Top 5 Common Retirement MistakesThe Top 5 Common Retirement MistakesThe Top 5 Common Retirement Mistakes Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Top 5 Common Retirement Mistakes Retirement should be a time of [...]
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 Comprehensive Tax and Investment Strategies for High-Income Earners 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 Planning for Retirement's Go-Go, Slow-Go, and No-Go Years 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 Building Your Financial Roadmap 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 goals set earlier this [...]
Exploring Annuity Investment Strategies
Exploring Annuity Investment Exploring Annuity Investment Strategies Exploring Annuity Investment Strategies 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 companies, often promising future [...]
Should You Roll Your 401k When You Retire?
Should You Roll Your 401k Should You Roll Your 401k When You Retire? Should You Roll Your 401k When You Retire? 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 Knowing When to Review Your Life Insurance Policies 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 Navigating a Tax-Efficient 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 ultimate value of your [...]
How to Create a Guaranteed Retirement Income
How to Create a How to Create a Guaranteed Retirement Income How to Create a Guaranteed Retirement Income 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 future. [...]
Required Minimum Distributions Explained
Required Minimum Distributions Required Minimum Distributions Explained Required Minimum Distributions Explained 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 savings accounts once they [...]
The Annual Enrollment Period Explained
The Annual Enrollment Period The Annual Enrollment Period Explained The Annual Enrollment Period Explained 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 the common questions [...]
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Target Date Funds Explained
Target Date Funds Explained Target Date Funds Explained Target Date Funds Explained 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 401k plans. While these [...]
How Much Monthly Retirement Income Do You Need?
How Much Monthly Retirement Income Do You Need? Financial Planning Guide for a Longer Life Expectancy How Much Monthly Retirement Income Do You Need? 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 Your Financial Planning Christmas List 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 a financial planning [...]
How Much Should I Take From My Investments?
How Much Should I Take From My Investments? Financial Planning Guide for a Longer Life Expectancy How Much Should I Take From My Investments? 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 Election Year Investing? Hint: Don’t Panic 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 probably wondering [...]
Tips for Investing in an Election Year
Tips for Investing in an Election Year Financial Planning Guide for a Longer Life Expectancy Tips for Investing in an Election Year 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 a [...]
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 Fed Finally Cut Interest Rates—What Does That Mean for You? Posted by Ethan Ball Serving Cedar Rapids, Iowa, and Surrounding Areas. The Fed Finally Cut Interest Rates—What Does That Mean for [...]
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 How the "Sequence of Returns" Impacts Your Investment Portfolio 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 [...]
Financial Planning Guide for a Longer Life Expectancy
Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy Financial Planning Guide for a Longer Life Expectancy 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 Price of Procrastination 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 of waiting" refers to [...]
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 Turning 65: Your Essential 10-Point Checklist for Retirement Success 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 [...]
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? Is Now the Right Time to Convert to a Roth IRA? Posted by Ethan Ball, IAR Serving Cedar Rapids, Iowa, and Surrounding Areas. Is Now the Right Time to [...]
What is a Frozen 401k?
What is a Frozen 401k? The Top 5 Common Retirement Mistakes What is a Frozen 401k? 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 certain types of [...]
The Top 5 Common Retirement Mistakes
The Top 5 Common Retirement Mistakes The Top 5 Common Retirement Mistakes The Top 5 Common Retirement MistakesThe Top 5 Common Retirement MistakesThe Top 5 Common Retirement Mistakes Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Top 5 Common Retirement Mistakes Retirement should be a time of [...]
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024
Comprehensive Tax and Investment Strategies for High-Income Earners in 2024 Comprehensive Tax and Investment Strategies for High-Income Earners 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 Planning for Retirement's Go-Go, Slow-Go, and No-Go Years 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 Building Your Financial Roadmap 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 goals set earlier this [...]
Exploring Annuity Investment Strategies
Exploring Annuity Investment Exploring Annuity Investment Strategies Exploring Annuity Investment Strategies 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 companies, often promising future [...]
Should You Roll Your 401k When You Retire?
Should You Roll Your 401k Should You Roll Your 401k When You Retire? Should You Roll Your 401k When You Retire? 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 Knowing When to Review Your Life Insurance Policies 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 Navigating a Tax-Efficient 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 ultimate value of your [...]
How to Create a Guaranteed Retirement Income
How to Create a How to Create a Guaranteed Retirement Income How to Create a Guaranteed Retirement Income 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 future. [...]
Required Minimum Distributions Explained
Required Minimum Distributions Required Minimum Distributions Explained Required Minimum Distributions Explained 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 savings accounts once they [...]
The Annual Enrollment Period Explained
The Annual Enrollment Period The Annual Enrollment Period Explained The Annual Enrollment Period Explained 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 the common questions [...]
