Wealth Management Page

View Our Blog



  • December 2019 Topics
    • How to Give Like a Billionaire When You Don't Have Billions to Give • The Social Security Retirement Earnings Test • Estate Planning: Consider the Tax Basis of Gifted or Inherited Property • Should I sign up for an identity theft protection service?
  • October 2019 Topics
    • What Investors Can Take Away from Corporate Reports • Five Times in Your Life When You Might Need Help with Your Finances • Balancing 401(k) and HSA Contributions • What health services aren't covered by Medicare? • How much will health care cost?
  • September 2019 Topics
    • Do Millenials Need Life Insurance? • Five Retirement Lessons from Today's Retirees • Social Security: Shoring Up America's Safety Net • When should I file the FAFSA? • How can I teach my high school student the importance of financial literacy?
  • August 2019 Topics
    • Market Strategies: Three Ways to Play Defense in Your Stock Portfolio • Key Estate Planning Documents • What's New in the College World? • What are the warning signs of financial scams targeting older individuals? • How can you avoid falling for the Social Security Imposter scam?
  • July 2019 Topics
    • Is It Time to Declare Your Financial Independence? • Should You Invest Internationally? • Why Not Do It Now? New Research on Procrastination • Have you checked your tax withholding lately? • Do I need to pay estimated tax?
  • June 2019 Topics
    • Exchange-Traded Funds: ETF Strategies Can Be Tardy or Tried-and-True • How Loneliness Can Affect Your Financial Condition • Financial Advice for Recent College Graduates • As a business owner, what should I know before adding a financial wellness program? • What's the real return on your investments?
  • May 2019 Topics
    • Mergers & Acquisitions: What’s the Deal for Investors? • How Does the Federal Reserve Affect the Economy? • How to Recover form a Mid-Life Financial Crisis • What is a college income-share agreement • How much money should a family borrow for college?
  • April 2019 Topics
    • Social Security Survivor Benefits • Rules on Opening a 520 Plan Account for College • How Does Your Employer’s Retirement Plan Compare? • How do I replace my Social Security Card? • Cartoon: How Many Dependents?
  • March 2019 Topics
    • Due Date Approaches for 2018 Federal Income Tax Returns • How Much Have You Thought About Health and Health-Care Costs in Retirement? • Four Reasons Your Parents Might Be in Financial Trouble • How can I get a tax break for child care? • How much does child care really cost?
  • February 2019 Topics
    • Hidden Gem: HSAs in Retirement • Tax Scams to Watch Out For • Know Your Mutual Funds • How can you lower the costs of owning a vehicle? • Is a vehicle subscription service in your future?
  • January 2019 Topics
    • Famous People Who Failed to Plan Properly • Key Retirement and Tax Numbers for 2019 • Four Tips for Planning a Career Change • Women: Are you planning for retirement with one hand tied behind your back? • Can a flexible work schedule help you stay in the workforce after having children?

Contact Us



South Dakota



301 1st Ave
Rock Rapids, IA 51246

101 S. Phillips Ave
Sioux Falls, SD 57104


Free Risk Analysis

Knowing your personal risk tolerance is one of the first steps to building your investment plan. Take our free questionnaire to know your risk number.

Find Us Call Us Email Us Friend Us

Next Section

Back to Top