How to spend less time on administrative and accounting tasks

How to spend less time on administrative and accounting tasks

December 2nd, 2016 Niki Prom

More time – it’s what all small business owners want and few have. Many entrepreneurs surrender to the late nights and early mornings that can come with building a company from the ground up – especially if they’ve taken on a jack-of-all-trades role. But for many, this type of schedule is not sustainable – especially […]

chad lindgren, small business, midwestone bank, company valuation

10 reasons to perform a company valuation

November 10th, 2016 Chad Lindgren

Do you know what your business is worth? Your local assessor’s office knows what your house is worth. With just a few clicks on the Blue Book website, you can find out what your car is worth. You can easily find the value of your mutual fund. Why, then, is it so common to come […]

Smarter holiday shopping RS

Your guide to smart spending during the holidays

November 10th, 2016 madmin

The holiday season is just around the corner and we all know how challenging the time period can be on our budgets. After all – with gifts, entertaining, decorations and more, it’s not surprising that many people find it challenging to keep spending in check. In this article you’ll find a collection of posts about […]

Is a third-party executor the best choice for you?

Is a third-party executor the best choice for you?

October 20th, 2016 Dennis Mitchell

One topic that invariably comes up during the estate planning process is the designation of an executor. The executor is the person or persons you designate in your will to carry out your directions and to dispose of your assets as you have instructed. Generally, the role of the executor is to make sure debts […]

entrepreneur

Operating a small business? Here are our best money management tips …

October 6th, 2016 madmin

As a small business owner, one of the most intimidating aspects of running a business can often be managing the finances. Being a subject-matter expert in your chosen profession means that you may not have experience with the day-to-day aspects of running a business, let alone overseeing the finances. That’s where expert help is crucially […]

Charlie Funk

A note from Charlie – the practices of a small town banker

October 6th, 2016 Charlie Funk

I’ve been writing occasional articles about the “keys to success” for banks – large and small – as described by JP Morgan CEO Jamie Dimon. I have received much feedback about these articles and I do, of course, appreciate each note of comment. Today, I will write about the practices of a small town banker, […]

How to get your feet wet with investing

How to get your feet wet with investing

October 6th, 2016 Mike Finlayson

Investing can be intimidating – especially if you’re just starting out on your own. While you want your money to work as hard as you do, it can be difficult to determine where to start. Should you open an IRA account or put all your money in a 401(k) account? What are bonds? How should […]

home, starter home, dream home, scott schroeder, family

Buy a starter home or invest in your forever home? What makes most sense…

September 21st, 2016 Scott Schroeder

Forever home vs. starter home – for many couples, this is a contentious subject. While you may feel like a starter home makes the most sense, your partner may have opposite feelings. In the past there was no question – most young people would settle on smaller, more affordable homes until other properties were within […]

Raising responsible money managers – our favorite articles about kids and money

Raising responsible money managers – our favorite articles about kids and money

September 8th, 2016 madmin

Financial literacy is part of those important life skills that we – as parents – try to impart on our children to help them succeed in life. Unfortunately, there is no step-by-step game plan that will teach children to be responsible money managers. It takes time and effort on your part to help your children […]

Charlie Funk

Note from Charlie – teamwork and leadership

September 8th, 2016 Charlie Funk

I recently had the privilege of speaking at a back-to-school kickoff event for the entire Iowa City Community School District about teamwork and leadership. I am sharing a portion of my talk below. I feel that this can easily translate to many professions and daily life. As I have thought about my own life, I […]

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