533 S. Main St.
Council Bluffs, IA 51503
Our weekly market commentary reports that "Grexit" (short for Greek Exit) has gained traction as a nickname during the past few months. The British press appropriated a variation, Brexit, when they discovered that the Bank of England was researching the potential risks of … [Read More...]
What are some of the things that can happen if you don't correctly handle transactions with your retirement accounts? For example, if you use the wrong terminology regarding IRA transactions, you could make mistakes. You could lose tax deferral status for your hard-earned … [Read More...]
I have two rules related to planning for your retirement: #1 Don’t run out of money. #2 After you have Rule #1 solved, don’t forget to enjoy your young retirement years. As Americans we keep living longer. The Wall Street Journal article “Longer Lives Hit Pension … [Read More...]