Blog

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,...

Creating Wealthy Habits

Creating Wealthy Habits

How would you define “wealth?” I often hear the following: When I can do what I want, when I want, without money worries Knowing I have enough money for both what I need and what I want When I can focus on what brings me joy and happiness instead of work For some,...

When do I take Social Security benefits?

When do I take Social Security benefits?

Most people entering the retirement phase of life start questioning when they should collect social security benefits. Should they collect at the age of 62, immediately upon eligibility? Or should they hold off longer to collect more monthly?  Just like every...

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