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.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Gaining a better understanding of municipal bonds makes more sense than ever.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Currency has been around for a long time. Here’s a quick history lesson.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.