Getting From Here To There

The Ozarks in Missouri  6/11/2014

When you work with us, we’ll help you to save and invest, then grow and protect your money for retirement. Watch this video to learn how it’s better to have a strategy (other than relying on luck) for getting ready for retirement. The road between “here and there” is shorter when you know the way, and we […]

Lump Sum or Monthly Pension Payment Options

Retirement Key

Many retirees are given the option with their company pensions of taking a fixed monthly payment or accepting a single lump sum payment.  Careful consideration should be given to making the proper selection, because once you choose one or the other, your choice is locked in for life. The monthly payment option typically also comes […]

We Provide Solutions With Your IRA Rollovers

IRA Roth 401(k) nest eggs

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 savings for retirement. You could be forced to pay out unnecessary tax penalties. We can […]

You Don’t Have To Walk Alone

Virginia back roads

Planning for your financial future is a journey that you don’t have to take by yourself. Ron and our team want to learn more about what it’s like to walk in your shoes so we can be of help to you in your journey through life. Watch this 2-minute video to see how we can assist you with your […]

Watch This Video About Retirement Income

Senior couple working at laptop

To retire right, you need to know what to do with what you have saved.  Do you know your retirement options? Watch this video to learn more about the options available for you. Then give us a call at 712-256-4856 to arrange a time to visit together about your retirement dreams and your financial preparations to realize […]

Credit Card Versus Debit Card

Dollar bill

Watch this 1-minute video to learn more about using a debit card versus a credit card.

How To Save For Retirement

Money in hourglass

  Financial security doesn’t just happen. It takes planning and commitment… and money. Watch this video to learn some financial planning tips to help you succeed with your planning for retirement. We want to help you turn your retirement dreams into reality through proven, time-tested investment solutions.      

Helping Our Aging Parents

"Greatest Generation" senior mother and "Baby Boomer" mature daughter. Daughter looking lovingly at mother, and mother looking at camera. Focus on mother.

Our parents cared for us, and we grew up. Now many of them need our help like we needed theirs. Watch this video to learn ways you can help them with their personal finances.

“my$View” Can Help You With Your Money

my$View image for articles

      “my$View” is your own personal online financial website that we provide as a complimentary service for you. It enables you to aggregate all of your accounts – bank accounts, investments, credit cards, real estate, insurance policies – so you can view your entire financial life in one secure place. “my$View” enables you to… […]

How to Reduce Debt

Debt ball and chains

Watch this 3-minute video to learn the telltale signs of having too much debt in your personal finances and to learn tips for reducing debt.