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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Saving for College 101
Here’s a crash course on saving for college.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Even if you’re young and single, you should still consider protecting yourself.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Purchasing homeowners insurance is critical for protecting your home.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
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
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
Women must be ready to spend, on average, more years in retirement than men.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Do you have causes that you want to support with donations? Here are three tips.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?