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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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
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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.
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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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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
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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
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