Our Thought Leadership
Explore our topics and key contributors
As CDs Come Up for Renewal, the New Rates Aren’t Quite as Exciting
Over the past couple of years, we all got excited about CD rates, but they’ve recently come down. As those CDs come up for renewal, the new rates aren’t quite as exciting.
Now is the Time to Revisit Your Financial Plan, Don’t Wait Until December
We’re well past the halfway point of 2025. Now is the time to revisit your financial plan, don’t wait until December.
Financial Planning Age Milestones…As You Approach Retirement
Scott Nelson, a trusted financial advisor in Iowa, shares essential financial planning strategies for key age milestones to help individuals nearing retirement secure their financial future.
How to Utilize Your Health Savings Account
Health Savings Accounts (HSAs) are powerful tools for long-term financial planning. Designed to help individuals save for medical expenses, HSAs offer triple tax advantages and unmatched flexibility…
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Legacy…The Thread That Binds Generations
There’s a quiet power in the word legacy.
It’s more than just a collection of achievements or material possessions.
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
The “Box of Confusion,” a Collection of Financial Documents
Scott Arnburg, Financial Advisor, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one.
It All Starts With Your Story
Chad Terry, CEO at Legacy Financial Group, discusses a recent milestone of a long-standing client and how it all starts with your story.
Fourward Thinking: Your 401(k) Game Plan
Fourward Thinking: Your 401(k) Game Plan
A series by Nick Hemsted
Understanding Children's Trusts: A Safety Net for Little Ones
Parenthood can feel like a roller coaster—thrilling, unpredictable, and occasionally nauseating! While you’re busy navigating the ups and downs, you might want to consider a safety net for your kids: the Children’s Trust.
Rachel Wood Introduction
Allow us to introduce Rachel, a dedicated financial professional and a proud CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) on a mission to empower individuals to seize control of their financial destinies and retire with confidence.
The Child Tax Credit: A Parent's Best Friend (Besides Coffee!)
Ah, parenting! It’s a wild ride filled with joy, laughter, and the occasional chaotic meltdown (sometimes theirs… sometimes yours). Thankfully, there’s a financial lifebuoy in the form of the Child Tax Credit (CTC).