Resources

Tools to help you along your uncommon path

Don’t wait until you retire to begin to live out the life of your dreams. Make choices today that allow you to live in an uncommon way. Let the Uncommon Life Project podcast and its hosts Bryan Dewhurst and Phillip Ramsey guide you to asking different questions, considering different paths and building a life that fits your unique definition of what your uncommon life might be.

Uncommon Financial Dashboard

Knowing your Investment Objective is helpful as we partner with you to try to achieve Uncommon Wealth.

Uncommon Financial Dashboard
Qube artwork

The power of digital banking with cash envelopes

  • Create spending cubes
  • Give every dollar a job
  • Spend from your budget
  • Budget automatically updates
  • Enjoy long-lasting financial success!

Use promo code UNCOMMON to get two free months of Qube Premium

Retirement Planning – IRA and Roth IRA

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…

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Retirement Planning – 403B/457 Plan

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…

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Retirement Planning – SOLO 401K

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…

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Retirement Planning –  SEP IRA

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…

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Meet March’s uncommon client – Drew McLellan

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…

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Retirement Planning – SIMPLE IRA 

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,…

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