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
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?
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
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?
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...
Holidays: Making Memories Instead of Breaking the Bank
Years ago, I hosted a family holiday gift exchange that ended up an epic fail. In the spirit of taking the focus off buying gifts and instead creating memories, I implemented what I thought would be a fun experience of a random gift exchange. I was hoping to take the...
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
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
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,...
