Archive for the ‘Family’ Category

Power of attorney

What is a Healthcare Power of Attorney and how important is it?

September 4th, 2015 Anna Moyers Stone

Advance Directive.  Healthcare Power of Attorney.  Living Will.  Healthcare Proxy.  What are these documents?  Do you need them?  Do you have them already?  If so, do you know and like what they say? Planning in your life, financial and otherwise, can also mean planning for the event of sudden illness or injury and, in some […]

Save for college

4 alternatives to 529 college savings plans

August 21st, 2015 Diane Meggers

Considering all the costs involved with raising children, saving for college is no easy task. After paying all the bills and putting some money towards your nest egg, it can seem like there’s no money left for college savings, let alone discretionary spending. However, for most parents, putting their children’s education on hold is not […]

Hidden value of HSA accounts

The hidden value of HSA accounts: retirement savings

July 9th, 2015 Mark Sandvig

When you think of tax advantages for retirement, you typically think of an IRA, 401(k) or 403(b). The latest to join the array of retirement savings strategies is a health savings account, or HSA. The first thing to know is that an HSA is designed and to be treated as a way to build savings […]

Endow Iowa

What is the Endow Iowa Tax Credit program?

June 29th, 2015 Cathy Rottinghaus

When making financial decisions for retirement and estate planning, it’s common to consider charitable objectives. Giving through a community foundation to the causes you care about is rewarding – in more ways than one. Planned giving can help reduce a taxable estate or reduce capital gains on a highly appreciated asset. Charitable gifts create a […]

Save money this summer

Tips for saving money in the summer

June 4th, 2015 Jeff Johnson

Yes, it’s that time of year. It’s time for vacations, pool parties, grilling and finding something (ANYTHING!) to occupy your children. There are also more opportunities to lose track of your spending. How can you beat the financial heat? First, you need to take a close look at your summer plans. Are you going to […]

What are EMV credit and debit cards?

April 29th, 2015 Sandy Bailey

Do you remember listening to your favorite music on CDs? Perhaps cassette tapes? Or were you rockin’ out on the gramophone? It seems like we’re always adjusting to changes brought about by new technologies. There’s a big change you need to know about regarding payment systems and preventing credit card fraud. And it’ll be much […]

Creating a budget and sticking to it

March 26th, 2015 Jeff Johnson

Wouldn’t it be great if you could make a plan for your money, where you could keep track of every penny coming in and going out? A plan that could help you stay on track, reach your goals and aim for that dream vacation? Good news! You’ve been able to do this all along! So, […]

Traditional IRA & Roth IRA: What’s the difference?

March 10th, 2015 Cindy Mays

How are you preparing for your future? Are you climbing the ladder at work? Taking classes to learn new skills?  What about building a nest egg for your finances? One way to prepare for your future is to place your money into an Individual Retirement Account (IRA). An IRA is, in essence, a savings account […]

Charlie Funk

A note from Charlie – Mar. 5

March 5th, 2015 Charlie Funk

March 1-7 is National Consumer Protection Week. Identity theft is someone else’s problem. That is, until it happens to you! The following is a practical guide that offers important steps to follow and ways to enlist help from your financial institution: Don’t share your secrets. Don’t provide your Social Security number or account information to anyone who […]

checking card

Signature transactions vs. PIN transactions: What’s the difference?

March 5th, 2015 Sandy Bailey

“Swipe your card.” We hear it in restaurants, gas stations and retail stores. It’s fast. It’s convenient. And, it’s a growing trend. The number of people using check cards is increasing at a very fast rate. In 2012, check card transactions were accountable for purchases reaching over $2 trillion in the United States, and that […]

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