Blog

Making a wealthy mindset work for you

Making a wealthy mindset work for you

Let’s be honest – how many times have you played the “if I ever win the lottery, I’m going to….” game? Most everyone dreams of being wealthy at some point. But what if you could think it into reality? Consider this: how you think drives your beliefs, which influences...

Top Things to Ask a Financial Advisor

Top Things to Ask a Financial Advisor

Financial Planning Industry: Selecting an Advisor “Life is Change, Growth is Optional” I heard that book title the other day, and even though I haven’t read the book, I found myself considering the title in relation to my profession. As in the case of life itself,...

Robo-Advisors – what’s the hype?

Robo-Advisors – what’s the hype?

As a financial advisory firm, we talk a lot about the importance of finding the right match in an advisor.  But some people aren’t to the place where they need the full financial planning experience…yet. In the last few years, we’ve seen an increase in the...

Women, Money and the Wealth Gap

Women, Money and the Wealth Gap

As a woman, I’m proud of the unique gifts and qualities our gender offers. We are diverse, we have strong values, and we are caring. Our aptitude for multi-tasking has served us well in the relatively recent advancement of women in the workforce —juggling parenthood,...

Time for a new vehicle – lease or purchase?

Time for a new vehicle – lease or purchase?

As a financial advisor, I’m sometimes asked what my opinions are on purchasing vs. leasing a car or truck. Next to homes, vehicles are typically the second largest single household purchase. Edmunds forecasted that just within the month of December, 1,607,724 new...

NAWBO Iowa names new leadership

NAWBO Iowa names new leadership

Kathryn Towner, president and owner of WinCommunications, and Kendra Erkamaa, CEO and owner of Triangle Financial Services, have been selected to lead NAWBO Iowa as co-presidents of the organization’s 2018-19 board of directors. The two new leaders will work together...

Financial Planning Through Divorce – Tax Considerations

Financial Planning Through Divorce – Tax Considerations

In this second of two articles in the series, we’re focusing on how taxes may affect the division of property during divorce. Divorce is already a painful process, but taxes have the potential to compound the pain more through confusion over new tax laws and changing...

Certificate of Divorce

Certificate of Divorce

Divorce is a painful process in many ways. It’s not a topic many want to discuss or think about, but it happens. One of the major areas of focus throughout the process is the division of finances. While marriage is ideally a matter of the heart, if it ends in divorce,...

css.php