by Chad Gammon | Nov 3, 2025 | College Savings, Investments, Personal Finance
Saving for education can feel like a big challenge, whether you are planning for your child’s college, a grandchild’s future, or even your own continuing education. One of the most effective tools available to Iowans is the Iowa 529 College Savings Plan, also known as...
by Chad Gammon | Oct 22, 2025 | Personal Finance
Have you ever wondered if your financial advisor truly works for you or for the products they sell? The way financial professionals are compensated can make a big difference in the advice you receive. Many advisors earn commissions from investment or insurance...
by Chad Gammon | Oct 8, 2025 | Tax Strategy
As the year winds down, it is the perfect time to take a closer look at your tax strategy. Thoughtful planning before December 31 can help you reduce your tax bill, strengthen your retirement plan, and make the most of your money. Here are several smart tax moves to...
by Chad Gammon | Sep 24, 2025 | Retirement Planning
If you are an Iowa public employee, such as a teacher, law enforcement officer, or government worker, you have likely heard chatter about changes to IPERS, Iowa’s defined benefit pension system. In 2025, a state task force called Iowa DOGE floated several ideas that...
by Chad Gammon | Sep 21, 2025 | Investments, Retirement Planning
Target date funds are one of the most common investment options in retirement accounts today. They are designed to make investing easier by automatically adjusting your portfolio over time. But while target date funds offer simplicity, they may not always be the best...
