Our firm holds regular educational classes at the community college campus near our Ankeny, IA office. We invite folks in surrounding communities to these classes through direct-mail postcard invitations and digital invitations through Facebook. The invitations highlight several specific topics that we commonly cover during our classes. For example, strategies to optimize entitlement programs such […]
In last month’s publication we explored the complications that can arise when a retirement plan is designed for a married couple (filing taxes jointly) suddenly gets turned on its head at the passing of one of the spouses. This month we will examine the real-life challenges from the view point of fictional couple, William and […]
Death is never fun to talk about. However, it is an inevitable part of life. In 1789 Benjamin Franklin wrote in a letter to Jean-Baptiste Le Roy, “Our new Constitution is now established, and has an appearance that promises permanency; but in this world nothing can be said to be certain, except death and taxes.” […]
Did you get your taxes done on time? Good for you! It seems each year many of us scramble to get our taxes done while searching for ways to reduce our previous year’s federal income tax. Whether doing your own taxes with the assistance of an online preparation service like TurboTax, or working with a […]
A basic principle of investing is that you should gradually reduce your exposure to risk as you get older. Generally speaking, a younger investor has a longer time horizon and therefore can absorb more short-term investment risk. An older investor has a shorter time horizon and therefore doesn’t have as much time to absorb short-term […]