While our primary role is investment management, we believe it is essential to coordinate our clients` investment strategies with their overall financial situation.
Traditional investment professionals take a focused approach; they often monitor portfolios according to a limited number of investment objectives and do not become involved in other aspects of their clients` finances. In our initial free review, we obtain detailed information about our clients` assets, liabilities, income and expenses. We discuss their short- and long-range goals, assess their to
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Because of the increase in building supply costs, you may want to consider reviewing your homeowners insurance coverage. Forbes has the details @ https://bit.ly/2YN31vP #homeownersinsurance #building
A Pandemic Necessity: Check Your Homeowner’s Insurance Your homeowner's insurance might not cover you as well as it did before the pandemic.
The IRS has released the new contribution limits for 401(k)s and IRAs for 2022. CNBC has the details @ https://cnb.cx/3Cbz5Y2 #retirement #contributions
These are your 2022 401(k) and IRA contribution limits Savers can stash away an extra $1,000 in their 401(k)s in 2022, the IRS announced. IRA contribution limits remain unchanged from 2021.
Are you finding yourself making more impulse purchases? CNBC has the tips and tricks to get your spending under control @ https://cnb.cx/3lAfESJ #spending #impulse #purchases
Impulse spending is an issue for many consumers. These tips can help you rein in the habit More than 40% of consumers say they are worsening their financial situation by doing things like making impulse purchases and carrying more debt.
Is your vehicle protected from uninsured motorists? It might be time to double check your auto insurance policy. The National Law Review has the details @ https://bit.ly/3ELmjkR
The Importance of Having Uninsured Motorist Benefits A recent Wall Street Journal article found 14% of motorists in the United States are driving uninsured vehicles. And, that number actually seems lower than the actual number. Uninsured drivers pose a
Did you know that there’s a steep penalty for failing to enroll in Medicare Part D? MarketWatch has the information you need @ https://on.mktw.net/3aPOp1o #medicare #prescription #partD
80% of Medicare beneficiaries don’t know this rule — or its penalty These common misunderstandings could cost you
You have a lot on your plate as a new parent. Here are some smart moves you can make now, including purchasing life insurance. CNBC has the details @ https://cnb.cx/3vniwXr #newparents #financial #insurance
Here are some smart financial moves for new parents There are many financial moves new and expecting parents should make for a healthier household budget and to protect children down the road.
Victims of Hurricane Ida, including the entire state of Louisiana, have until Jan. 3, 2022 to file individual and business tax returns. Learn more @ https://reut.rs/3yAogNE #hurricaneida #tax #taxdeadline #taxfiling
U.S. IRS delays tax deadlines for Ida storm victims to Jan. 3 The U.S. Internal Revenue Service said on Tuesday that victims of Hurricane Ida, including all residents of Louisiana, will have until Jan. 3, 2022, to file individual and business tax returns and make tax payments due after Aug. 26.
ESGs are facing new scrutiny, as ESG default insurance now encourages investors to sue if they fail to keep their promises as an environmental or social investment. Forbes has the scoop @ https://bit.ly/3q5dBtF
ESG Default Insurance ESG default insurance forces a company to focus on specific stakeholders, helps the earnest ESG companies to separate themselves, enables socially active investors to sue a company if it reneges on its ESG and empowers the insurance company to become an effective ESG assurance service.
The Port of Los Angeles has started to impose fines on cargo ships overstaying their welcome, and is starting to see some movement. CNBC has the story @ https://cnb.cx/3F1f74n
Head of busiest U.S. port says imposing fines for lingering cargo was 'a last resort' but it's starting to help The Port of Los Angeles' decision to impose fines on lingering cargo containers was "a last resort," but it's working, Executive Director Gene Seroka told CNBC.
Consumer prices increased more than expected as the shadow of inflation continues to hover over the economy. Bloomberg has the details @ https://bloom.bg/3AHnxuS #inflation #consumerprices
U.S. Consumer Prices Outpace Forecast as Inflation Dogs Economy economics U.S. Consumer Prices Outpace Forecast as Inflation Dogs Economy By Reade Pickert October 13, 2021, 8:31 AM EDT Updated on October 13, 2021, 9:49 AM EDT CPI increased 0.4% from August and 5.4% on an annual basis Higher costs for food and shelter drove prices upward U.S. Consumer Prices Rise...
Major retailers are attempting to bypass supply chain issues by chartering their own cargo ships. MarketWatch has the details @ https://on.mktw.net/3iG23bF #supplychain #holiday #shopping
Walmart, Target, Home Depot and other large retailers are chartering ships to bypass supply chain problems. Will the strategy save Christmas? Leasing a ship can cost millions per month, making it an option only for the retailers with the biggest financial resources
The Cost of Living Adjustment (COLA) adjustment for Social Security is set to get the highest increase since the 1980s. Reuters has the scoop @ https://reut.rs/3BFqihK #cola #socialsecurity #increase
U.S. Social Security benefits to rise by most since early '80s U.S. Social Security benefits for more than 70 million Americans will rise by 5.9% for next year, the Social Security Administration said on Wednesday, marking the largest annual increase in roughly four decades owing to this year's run-up in inflation.
Insurance companies and investors are examining their environmental, social, and governance (ESG) policies. Reuters has the details @ https://reut.rs/3DfpNvl #insurance #ESG
A changing boardroom climate: insurance planning with ESG in mind Michael L. Zigelman, Patrick M. Kennell and Matthew Lee, of Kaufman Dolowich & Voluck LLP, discuss the growing scrutiny of corporations' ESG practices and the need for companies to review the risks that could impact their insurance coverage.
Get inspired for autumn with tasty recipes to tantalize your taste buds. The New York Times has the recipes @ https://nyti.ms/39naRhD #fallrecipes #cooking
Things We Want to Eat This Fall Things We Want to Eat This Fall is a group of recipes collected by the editors of NYT Cooking.
Many of those with a net worth of $1 million or more are concerned about leaving their kids too much money. CNBC has the scoop @ https://cnb.cx/3nPSavh #inheritance #estateconcerns
Nearly 70% of millionaires are worried about leaving ‘too much’ money to their kids, survey finds A survey of 2,000 individuals worth at least $1 million found that two-thirds of respondents worried about leaving their kids too large of an inheritance.
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As the longest standing bank in Johnson County we have been serving Eastern Iowa since 1901. Other Locations: 200 N Devoe Lone Tree, IA (319)400-8786 431 Main St Nichols, IA 52766 (319)723-4412
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