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FINANCIAL FOCUS® Be careful when naming beneficiaries
May 12, 2025You might not have thought much about beneficiary designations — but they can play a...
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Understanding Guardianship for Older Adults
April 30, 2025One day you may find yourself involved in guardianship proceedings for an elderly parent or...
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Preparing for a New Chapter: What Seniors Need to Know About Selling Their Home for Assisted Living
April 29, 2025Moving into assisted living is a significant life transition, and for many seniors, selling a...
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How Senior Real Estate Specialists Help Make the Transition to Assisted Living Easier
April 28, 2025Moving from a long-time home to assisted living is a significant life transition that involves...
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What Is the Process for Settling an Estate Through Probate in Iowa?
April 24, 2025The death or a loved one or close friend is always difficult. But, when you...
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Sell or Rent: Deciding What to Do With Your Home
April 23, 2025By Elaine Floyd, CFP® The decision on whether to sell or rent your home is...
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FINANCIAL FOCUS How can you plan for incapacity?
April 22, 2025We all hope to enjoy long, healthy lives, retaining the ability to think clearly and...
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Why You Should Designate Beneficiaries
April 21, 2025According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone...
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How to Start the Family Caregiving Discussion
April 16, 2025By Amanda Chase Nobody looks forward to discussing finances and elder care with their parents,...
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Tailored Solutions for Unique Financial Needs
April 16, 2025Financial planning is not a one-size-fits-all process. Every individual and family has unique financial circumstances,...
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