Debt Ceiling & Political Posturing May 25, 2023 The history of the U.S. debt ceiling and potential default is a complex and significant aspect of the country’s financial and political landscape. Here’s a summary of its history: 1.... Read more →
Using Your RMD to Make Charitable Contributions April 27, 2023 As you approach retirement age, you will be required to start taking distributions from your tax-deferred retirement accounts, such as traditional IRAs, 401(k)s, and 403(b)s. These distributions are called Required... Read more →
Changes to Iowa State Income Taxes for Retirees April 5, 2023 Governor Kim Reynolds approved House File 2317 on March 1, 2022. Part VI of the bill specifies that for tax years starting on or after January 1, 2023, retirement income... Read more →
Why Women Might Need a Financial Advisor When Getting Divorced March 10, 2023 A recent study found that over 95% of women do not use a financial advisor when going through a divorce, despite having financial goals they want to achieve. Divorce can certainly bring... Read more →