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Iowa Fiduciary

Life Insurance Employer Benefits vs. Private Policies

There’s a long list of factors to consider on your road to retirement. And life insurance should be near the top of that list. This blog will go over the difference between group (employer) and individual life insurance and their advantages and disadvantages. As you approach retirement, you’re probably wondering if there are any moves …

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Iowa Fiduciary

Pros and Cons of Annuity Investments

If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. Annuities are a great way to help provide guaranteed lifetime income in retirement while hedging against inflation and other financial woes. Which is why financial advisors and Fiduciaries alike have long recommended that their clients invest retirement …

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Iowa real estate retirement planning

Should Iowans Include Real Estate in Their Retirement Plan?

Investing in real estate is one of many ways to set aside funds for retirement. If diversifying your savings is a golden-year goal, then including real estate could be an advantageous strategy.  Iowa is perhaps one of the most retiree friendly states in the United States. Its low cost of living and substantial tax benefits …

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Iowa Fiduciary

Financial Advisors Can Supercharge Your Retirement, So Why the Hesitation?

Many people often wonder: Is a financial advisor worth it? With an abundance of free advice online, why pay for the help? If you’re unsure whether a financial advisor is for you, here’s how to determine your answer.  If you manage your own money, you are like most other Americans, according to the new CNBC Invest …

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Iowa retirement planning

Retiring in Iowa? Read This First!

People approaching retirement look at five different components when scouting for locations: proximity to family and friends, affordability, health-care accessibility, weather, and crime. While sunny Florida might come first to mind as a retirement spot that meets those criteria, Iowa is becoming an increasingly popular place for retirees.  America’s Heartland has not been getting enough …

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