Financial literacy – knowledge is power

Financial literacy – knowledge is power

by | Aug 1, 2019 | Family, Investing, Wealth

Unfortunately, financial literacy rates have dropped nationally since the Great Recession of the late 2000s. According to the Financial Industry Regulatory Authority (FINRA) Capability Study (usfinancialcapability.org), which shares financial literacy ratings by state, Iowa scores
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Women, Money and the Wealth Gap

Women, Money and the Wealth Gap

by | Mar 1, 2019 | Family, Investing, Wealth

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
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Holidays: Making Memories Instead of Breaking the Bank

Holidays: Making Memories Instead of Breaking the Bank

by | Dec 3, 2018 | Family, Giving

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
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Certificate of Divorce

Certificate of Divorce

by | Jul 2, 2018 | Family

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
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Grey Divorce

Grey Divorce

by | Feb 9, 2018 | Family

As an independent financial planning firm, we help people in all stages of their life plan for, grow and enjoy their finances. Recently I have noticed an interesting new trend among the clients we help
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Kids & Money

Kids & Money

by | Feb 8, 2018 | Family

Tips for setting up children for financial success It’s the time of year when many parents are sending kids off to college to start newly independent lives full of exciting opportunities – new classes, new
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