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Serving Cedar Rapids, Iowa, and Surrounding Areas.
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 [...]
Unveiling the Benefits of Roth Conversions
Unveiling the Benefits of Unveiling the Benefits of Roth Conversions The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Unveiling the Benefits of Roth Conversions Let’s delve into the fascinating world of Roth conversions – a strategic move that can significantly [...]
Whole Life vs Term Life-The Debate
Whole Life vs Term Life The Debate Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Whole Life vs Term Life- The Debate Whole life insurance provides coverage for the entire lifetime of the insured person and includes an investment component that accumulates cash value over time. Term life [...]
The Crucial Role of Financial Representatives in Retirement
The Crucial Role of Financial Representatives in Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Crucial Role of the Financial Representative in Retirement Retirement is a significant milestone in our lives, symbolizing the culmination of years of hard [...]
Covering Long Term Care
A Guide to Covering A Guide to Covering Long Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Guide to Covering Long-Term Care Expenses Retirement is a time to relax, explore new hobbies, and enjoy the fruits of your lifelong labor. However, it's essential to plan [...]
A Deep Dive into Annuities
A Deep Dive into A Deep Dive into Annuities Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Deep Dive into Annuities Retirement planning is a crucial aspect of ensuring financial security. With various investment options available, one strategy that is often discussed with clients are annuities. An [...]
The True Cost of Long-Term Care
The True Cost of The True Cost of Long-Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The True Cost of Long-Term Care The cost of long-term care is something many have warned you about. The cost varies depending on several factors such as the type of [...]
Comparing Medicare Advantage & Supplement Plans
Comparing Medicare Advantage vs Original Medicare Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Comparing Medicare Advantage vs. Medicare Supplement: Which is Right for You? As you approach the age of 65, you become eligible for Medicare, the federal health insurance program for seniors. However, navigating the different [...]
Planning For Your Retirement
Planning For Your Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for your Retirement For some, retirement might seem like a distant event, for others, it may be sneaking up on you rather quickly. Regardless of where you fall, we are going to dive into retirement [...]
The Ins and Outs of Medicare in 2023
The Ins and Outs of Medicare in 2023 Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Ins and Outs of Medicare in 2023 As you get closer to 65-years-old, you will quickly realize that Medicare can be one of the most maddening things you will have to deal [...]
When To Start Drawing Social Secuity
When To Start Drawing Social Security Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. When To Start Drawing Social Security Certainly, you have mulled over the idea- do I start social security at 62 or put it off until I retire at 66? Well, what if I wait [...]
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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 [...]
Unveiling the Benefits of Roth Conversions
Unveiling the Benefits of Unveiling the Benefits of Roth Conversions The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Unveiling the Benefits of Roth Conversions Let’s delve into the fascinating world of Roth conversions – a strategic move that can significantly [...]
Whole Life vs Term Life-The Debate
Whole Life vs Term Life The Debate Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Whole Life vs Term Life- The Debate Whole life insurance provides coverage for the entire lifetime of the insured person and includes an investment component that accumulates cash value over time. Term life [...]
The Crucial Role of Financial Representatives in Retirement
The Crucial Role of Financial Representatives in Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Crucial Role of the Financial Representative in Retirement Retirement is a significant milestone in our lives, symbolizing the culmination of years of hard [...]
Covering Long Term Care
A Guide to Covering A Guide to Covering Long Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Guide to Covering Long-Term Care Expenses Retirement is a time to relax, explore new hobbies, and enjoy the fruits of your lifelong labor. However, it's essential to plan [...]
A Deep Dive into Annuities
A Deep Dive into A Deep Dive into Annuities Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Deep Dive into Annuities Retirement planning is a crucial aspect of ensuring financial security. With various investment options available, one strategy that is often discussed with clients are annuities. An [...]
The True Cost of Long-Term Care
The True Cost of The True Cost of Long-Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The True Cost of Long-Term Care The cost of long-term care is something many have warned you about. The cost varies depending on several factors such as the type of [...]
Comparing Medicare Advantage & Supplement Plans
Comparing Medicare Advantage vs Original Medicare Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Comparing Medicare Advantage vs. Medicare Supplement: Which is Right for You? As you approach the age of 65, you become eligible for Medicare, the federal health insurance program for seniors. However, navigating the different [...]
Planning For Your Retirement
Planning For Your Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for your Retirement For some, retirement might seem like a distant event, for others, it may be sneaking up on you rather quickly. Regardless of where you fall, we are going to dive into retirement [...]
The Ins and Outs of Medicare in 2023
The Ins and Outs of Medicare in 2023 Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Ins and Outs of Medicare in 2023 As you get closer to 65-years-old, you will quickly realize that Medicare can be one of the most maddening things you will have to deal [...]
When To Start Drawing Social Secuity
When To Start Drawing Social Security Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. When To Start Drawing Social Security Certainly, you have mulled over the idea- do I start social security at 62 or put it off until I retire at 66? Well, what if I wait [...]
