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 […]
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 […]
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 […]
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 […]
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.
“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… […]