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by Jason Gunkel CFP® CFA CAP® Chief Investment Officer | November 25, 2025

As we head toward the end of 2025, you can still make charitable donations, contribute to your...

by Jennifer Scheck, CFP®, Financial Planner | November 17, 2025

Change is inevitable. Whether it is starting a new job, retiring, selling a business, receiving an...

by Lance Knaack CFP® Associate Financial Planner | October 6, 2025

Rising interest rates continue to shape the financial landscape, and few sectors feel the impact as...

by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | July 28, 2025

What’s your favorite part of summer? The longer days and endless sunlight? Fresh-cut grass? Or...

by Matt Roberts MFM CFP® CAP® Chief Planning Officer | July 17, 2025

President Donald Trump’s “Big Beautiful Bill” was signed into law in early July, and we’ve compiled...

by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | June 26, 2025

My family and I spent the first weekend of June at the family farm near Clear Lake, Iowa. To our...

by Lance Gunkel CFP® CFA Managing Director | May 16, 2025

Raising a child with special needs comes with immeasurable love and joy — along with unique...

by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | May 12, 2025

Ah, springtime! The return of sunshine and warmer weather is always a welcome change — and for our...

by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | April 7, 2025

For retirees or those preparing for retirement, the arrival of spring can offer a fresh start —not...

by Damian Beard, CFP®, CKA®, MBA, Associate Financial Planner | February 25, 2025

I recently took a family trip to Winter Park, Colo., with the goal of skiing with my wife’s...

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