Serving Clients Every Step Of The Way
The professionals at Financial Resource Advisors (FRA) have been serving the Cedar Valley for over 30 years. Our mission is to provide the best unbiased, professional wealth management advice to individuals, businesses and qualified plans. As Investment Advisor Representatives of Cetera Advisors LLC , we believe the best investment policy not only strives to achieve a client’s objectives in the long term, but also can weather the financial storms that our economy experiences.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
A quick look at how federal income taxes work.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
An increasing number have been developed to help individuals with their personal finances.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.