You probably have some money stashed away in a traditional IRA account. It is easily the most popular form of retirement savings around. But many people don’t understand the ins and outs of the IRA as…
There are so many ways to plan for time freedom. If you are an educator or involved in non-profit work or local and state government work, there are a few attractive options beyond putting money in…
In our wealth management practice, we emphasize using your “now” money to make smart financial decisions for today and for well into the future. We have even been known to make negative comments about financial instruments…
Our Uncommon approach to personal finance does not mean you should ignore the more traditional methods of saving for retirement. There is a place for that in your portfolio. One of the most common places to…
Tell us a little but about yourself, your background, family and work My name is Drew McLellan. I’m a Minnesota native who has lived in Des Moines since the 90s. I’m the dad of a 27…
Our Uncommon approach to personal finance does not mean you should ignore the more traditional methods of saving for retirement. There is a place for that in your portfolio. And if you are a business owner,…
Among the many plans, we help clients with, the safe harbor 401(k) is the most popular plan for small businesses. There are several reasons for this, including generous contribution limits and profit-sharing options. Let’s take a…
For most of history, retirement was not really a thing. Life expectancy was shorter, and family units were living together, so elders were cared for as just part of what was done in a hunter/gatherer and…
Maybe you are a business owner already. That’s awesome. Owning a business is a source of so many avenues for building wealth. But have you ever thought about buying other businesses? If so, what kinds of…
Ricky and Holly are both Iowa natives. They got married eleven years ago, spent a little time as Minnesotans, and decided to head back to Iowa to be closer to family and build their dream life…
How is your business set for funding your retirement plan and the retirement plans of your employees? This can be a solid benefit for employees, but what is the right instrument for your situation? We work…
Your personal residence is one of your best assets and one of the easiest to leverage in building wealth. Your home is one of the easiest assets to lend against and can provide much-needed capital in…
