Many of the cultural debates and arguments that we see in society today would be less controversial if we more clearly defined the terms that we use in these discussions. And having a clear definition is just as important with the word "diversification." Let's talk about the many different types of diversification that can exist...

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Dorothy Parker was a writer in the first half of the 20th century who was well-known for her wit and wisecracks. And with just a little bit of creativity, we can turn some of her quotes into good financial advice...

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The obvious thing for us to do on this show would be to tell you all of the reasons that you should work with a financial advisor. But instead, we're going to tell you all of the reasons that you shouldn't…

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Phone Number: 515-226-1500

Make sure you're well-versed in these retirement income planning essentials before you head off into retirement…

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Phone Number: 515-226-1500

In many ways, retirement planning was easier for previous generations. If you're retiring now, you face a completely different set of challenges than your parents or grandparents did. Let's talk about why the retirement planning decisions of the past were easier to make…

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Phone Number: 515-226-1500

Anytime someone asks "when should I start my Social Security" the answer is always "well, it depends." But depends on what? Let's explore some of the variables…

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Phone Number: 515-226-1500

Let's explore some real-life scenarios of clients navigating important financial decisions involving their homes. Whether it's downsizing or purchasing a vacation home, we'll break down the financial considerations behind each choice.

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Phone Number: 515-226-1500

What can we learn about retirement planning by observing a water wheel?

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Phone Number: 515-226-1500

We thought we'd have some fun this week with a financial planning multiple-choice quiz. What do you believe is the right answer?

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There are dozens of mistakes that you can make when it comes to retirement planning. These are the most common ones that we see…

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Phone Number: 515-226-1500