Blog
Insurance Needs Assessment: For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your earning power and fast approaching peak savings as you lay the groundwork for retirement. During...
Ask Triangle – Feb. 3, 2023
During this “Ask Triangle” session, we clarified the status of 2023 nontaxable accounts, provided a Federal Reserve update and gave a 2023 Outlook before answering your specific questions. 2023 nontaxable pensions and retirement accounts: Historically, Iowa has always...
A Decision Not Made Is Still a Decision
Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, "Almost any decision is better than no decision at all." This investment inaction is played out in...
Ask Triangle – Jan. 6, 2023
During this "Ask Triangle" session, we shared some market updates and new legislation that will be relevant for the upcoming year. Market Updates: The Federal Reserve is planning to raise rates three more times while bond prices continue to decrease. Employment...
Your Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you're driving to work, you see smoke coming from under your hood. Bad things...
Triangle times
Welcome to 2021! We are still working hard to keep up with Covid safe standards and you all are staying healthy and safe during these uncertain We are here for you, working hard for your finances and doing our best to stay healthy. We hope you enjoy our updates! Look...
The Peaceful Planner
The Peaceful Planner – A hero who helps clients see the humanity in the numbers My mom is a nurse, and my dad was a helicopter mechanic, so they’ve always served, and so it was just something that was really important to me.– Kendra Erkamaa ome people may have...
The Power of Compounding
When considering a subject to write about, I decided to ask one of my old college roommates what financial topic she wishes she’d known more about as a younger professional. Her response: Why should I make consistent, small contributions to a 401k - or other...
The Fear Factor
The Fear Factor – Making Smart Choices in the Face of Fear Even the most fearless among us have been faced with uneasiness over the last few months. With an unprecedented global pandemic facing the entire world, it would be nearly impossible not to consider the “what...
