I was given the opportunity to review financial planning services, however all thoughts and opinions are solely my own. Talking about money has never come naturally for my husband and I. Until recently, conversations about money, finances, and planning for...
Picture this: you’re about to go Clark W. Griswald and take a two-week family road trip. (Yes, I’m dating myself but it’s a classic.) I’m assuming most people fall between one of the two extremes. The checklist traveler: You know...
It’s no secret that student loan debt is increasing and is a financial burden for many Americans. It’s something I certainly see working with my clients. In fact, I believe it’s the main reason why the question is often...
Holiday spending can hit your credit card like an Iowa blizzard in February. It’s blinding, intense, and lasts a while. The next thing you know you’re knee deep, cold, and angrily counting down the days until April. Our budgets...
With a new year comes new opportunities. One of those opportunities could be a new job. With little research, it’s safe to say that most of us have changed employers throughout our careers. In January of 2018, the Bureau...
When working with people, especially new to our process, investing is where the conversation often circles. I get it…it’s trendy. It’s exciting. It’s fun. And truthfully, in finance it’s the easiest conversation to have because of the allure of...
*Special thanks to our partner, Clint Brady from Northwestern Mutual, for sharing this information with us! According to a 2019 Northwestern Mutual Planning and Progress study, 34 percent of Americans’ monthly income is going toward paying off debt with an...
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In + Around Cedar Rapids

Guide to Shopping Small in Cedar Rapids

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Disclosure: We are frequently asked about where to shop and support small and local in Cedar Rapids. We are thrilled to provide this one-stop...