October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Scarlett's new Halloween costume- from Kristy's cousin Shelly.
At Iowa State - Lambda Chi Alpha - last weekend. Congrats Jackson.
If you have someone in your life with college ambitions, let’s talk about saving strategies.
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
Over the weekend Robyn enjoyed watching her oldest grandson run at a cross country meet in Marshalltown. – What did you enjoy doing this weekend?
Together, we can track your progress and update your strategies as circumstances change. Let's work to keep you moving toward your goals, in any market conditions.
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Communication within families goes a long way helping prevent financial concerns. For your will or estate, sharing your plan – even at a high level – with your family can prevent future conflict.
CNBC.COM
What to tell your adult kids when planning your estate
This Veteran’s Day, we express our gratitude to all the men and women who’ve served in the U.S. Armed Forces. Thank you for your service.
Learn how we can help you achieve your financial goals, today and tomorrow. Reach out today to schedule your complimentary initial consultation.
Robyn's grandkids and Johanna's daughter all ready to trick or treat. Do you have any photos from Halloween to share with us?
Wishing you a safe, fun and spooky Halloween!
Holiday shopping can be a great opportunity to teach children about saving money for gifts and other financial goals.
Robyn’s son, Nathan, graduated this past weekend from Iowa State with a BS in Industrial Engineering.
