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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Do your insurance needs stay the same when the nest empties?
Gaining a better understanding of municipal bonds makes more sense than ever.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?