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Iowa Retirement Benefits & Solutions

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Serving Cedar Rapids, Iowa, and Surrounding Areas.

Exploring Annuity Investment Strategies

Exploring Annuity Investment  Exploring Annuity Investment Strategies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Exploring Annuity Investment Strategies Let's delve into the world of annuities and how they can integrate into your investment portfolio. Annuities represent contracts with insurance [...]

By |March 29, 2024|Retirement|

Should You Roll Your 401k When You Retire?

Should You Roll Your 401k  Should You Roll Your 401k When You Retire? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Should You Roll Over Your 401k When You Retire? You've diligently saved for retirement, and now you stand at [...]

By |March 15, 2024|Retirement|

Knowing When to Review Your Life Insurance Policies

Knowing When to Review Your  Knowing When to Review Your Life Insurance Policies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Knowing When to Review Your Life Insurance Policies: A Comprehensive Guide Life insurance is a crucial aspect of financial [...]

By |February 16, 2024|LIfe Insurance|

Navigating a Tax-Efficient Retirement

Navigating a Tax-Efficient Navigating a Tax-Efficient Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Navigating a Tax-Efficient Retirement Saving diligently for retirement is a commendable financial goal, but the choice between pre-tax and post-tax contributions can significantly impact the [...]

By |January 26, 2024|Retirement|

How to Create a Guaranteed Retirement Income

How to Create a How to Create a Guaranteed Retirement Income The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. How to Create a Guaranteed Retirement Income Embarking on your retirement journey requires thoughtful planning to ensure a secure and fulfilling [...]

By |December 22, 2023|Retirement|

Required Minimum Distributions Explained

Required Minimum Distributions Required Minimum Distributions Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. RMD’s Explained Required Minimum Distributions (RMDs) are the minimum amounts that retirement account holders must withdraw annually from their traditional IRAs, 401(k)s, and other retirement [...]

By |November 10, 2023|Retirement|

The Annual Enrollment Period Explained

The Annual Enrollment Period The Annual Enrollment Period Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. AEP is nearly here, so we are going to switch things up a bit today. Today, we are going to discuss some of [...]

By |October 13, 2023|Medicare|

Your Checklist to Turning 65

Your Checklist to Your Checklist to Turning 65 The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Your Checklist to Turning 65 Today, we're going to talk about Medicare. If you’re reading this, you are likely either near age 65, or [...]

By |September 29, 2023|Medicare, Retirement|

The Essentials of Estate Planning

The Essentials of The Essentials of Estate Planning The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Essentials of Estate Planning Lets dive into a topic that’s often overlooked but absolutely crucial- estate planning. Many people tend to procrastinate when [...]

By |September 15, 2023|Retirement|

Wills vs. Trusts- What is Right for You?

Wills vs Trusts Wills vs Trusts: What is Right for You? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Wills vs. Trusts- How Do I Know What I Need? Perhaps one of our most important topics, wills and trusts! The [...]

By |September 12, 2023|Retirement|

Unveiling the Benefits of Roth Conversions

Unveiling the Benefits of Unveiling the Benefits of Roth Conversions The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Unveiling the Benefits of Roth Conversions Let’s delve into the fascinating world of Roth conversions – a strategic move that can significantly [...]

By |August 18, 2023|Retirement|

Whole Life vs Term Life-The Debate

Whole Life vs Term Life The Debate Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Whole Life vs Term Life- The Debate Whole life insurance provides coverage for the entire lifetime of the insured person and includes an investment component that accumulates cash value over time. Term life [...]

By |August 17, 2023|LIfe Insurance|

The Crucial Role of Financial Representatives in Retirement

The Crucial Role of Financial Representatives in Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Crucial Role of the Financial Representative in Retirement Retirement is a significant milestone in our lives, symbolizing the culmination of years of hard [...]

By |August 7, 2023|Retirement|

Covering Long Term Care

A Guide to Covering A Guide to Covering Long Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Guide to Covering Long-Term Care Expenses Retirement is a time to relax, explore new hobbies, and enjoy the fruits of your lifelong labor. However, it's essential to plan [...]

By |July 7, 2023|Long-Term Care|

A Deep Dive into Annuities

A Deep Dive into A Deep Dive into Annuities Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Deep Dive into Annuities Retirement planning is a crucial aspect of ensuring financial security. With various investment options available, one strategy that is often discussed with clients are annuities. An [...]

By |June 23, 2023|Retirement|

The True Cost of Long-Term Care

The True Cost of The True Cost of Long-Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The True Cost of Long-Term Care The cost of long-term care is something many have warned you about. The cost varies depending on several factors such as the type of [...]

By |June 9, 2023|Long-Term Care|

Comparing Medicare Advantage & Supplement Plans

Comparing Medicare Advantage vs Original Medicare Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Comparing Medicare Advantage vs. Medicare Supplement: Which is Right for You? As you approach the age of 65, you become eligible for Medicare, the federal health insurance program for seniors. However, navigating the different [...]

By |May 26, 2023|Medicare|

Planning For Your Retirement

Planning For Your Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for your Retirement For some, retirement might seem like a distant event, for others, it may be sneaking up on you rather quickly. Regardless of where you fall, we are going to dive into retirement [...]

By |May 12, 2023|Retirement|

The Ins and Outs of Medicare in 2023

The Ins and Outs of Medicare in 2023 Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Ins and Outs of Medicare in 2023 As you get closer to 65-years-old, you will quickly realize that Medicare can be one of the most maddening things you will have to deal [...]

By |April 25, 2023|Medicare|

When To Start Drawing Social Secuity

When To Start Drawing Social Security Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. When To Start Drawing Social Security Certainly, you have mulled over the idea- do I start social security at 62 or put it off until I retire at 66? Well, what if I wait [...]

By |April 25, 2023|Social Security|

The Different Types of Life Insurance

The Different Types of Life Insurance Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Life insurance can mean different things to different people. For some, leaving a large legacy behind may be the dream. For others, just the idea of not leaving the burden behind to family members [...]

By |April 21, 2023|LIfe Insurance|

Exploring Annuity Investment Strategies

Exploring Annuity Investment  Exploring Annuity Investment Strategies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Exploring Annuity Investment Strategies Let's delve into the world of annuities and how they can integrate into your investment portfolio. Annuities represent contracts with insurance [...]

By |March 29, 2024|Retirement|

Should You Roll Your 401k When You Retire?

Should You Roll Your 401k  Should You Roll Your 401k When You Retire? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Should You Roll Over Your 401k When You Retire? You've diligently saved for retirement, and now you stand at [...]

By |March 15, 2024|Retirement|

Knowing When to Review Your Life Insurance Policies

Knowing When to Review Your  Knowing When to Review Your Life Insurance Policies The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Knowing When to Review Your Life Insurance Policies: A Comprehensive Guide Life insurance is a crucial aspect of financial [...]

By |February 16, 2024|LIfe Insurance|

Navigating a Tax-Efficient Retirement

Navigating a Tax-Efficient Navigating a Tax-Efficient Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Navigating a Tax-Efficient Retirement Saving diligently for retirement is a commendable financial goal, but the choice between pre-tax and post-tax contributions can significantly impact the [...]

By |January 26, 2024|Retirement|

How to Create a Guaranteed Retirement Income

How to Create a How to Create a Guaranteed Retirement Income The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. How to Create a Guaranteed Retirement Income Embarking on your retirement journey requires thoughtful planning to ensure a secure and fulfilling [...]

By |December 22, 2023|Retirement|

Required Minimum Distributions Explained

Required Minimum Distributions Required Minimum Distributions Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. RMD’s Explained Required Minimum Distributions (RMDs) are the minimum amounts that retirement account holders must withdraw annually from their traditional IRAs, 401(k)s, and other retirement [...]

By |November 10, 2023|Retirement|

The Annual Enrollment Period Explained

The Annual Enrollment Period The Annual Enrollment Period Explained The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. AEP is nearly here, so we are going to switch things up a bit today. Today, we are going to discuss some of [...]

By |October 13, 2023|Medicare|

Your Checklist to Turning 65

Your Checklist to Your Checklist to Turning 65 The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Your Checklist to Turning 65 Today, we're going to talk about Medicare. If you’re reading this, you are likely either near age 65, or [...]

By |September 29, 2023|Medicare, Retirement|

The Essentials of Estate Planning

The Essentials of The Essentials of Estate Planning The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Essentials of Estate Planning Lets dive into a topic that’s often overlooked but absolutely crucial- estate planning. Many people tend to procrastinate when [...]

By |September 15, 2023|Retirement|

Wills vs. Trusts- What is Right for You?

Wills vs Trusts Wills vs Trusts: What is Right for You? The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Wills vs. Trusts- How Do I Know What I Need? Perhaps one of our most important topics, wills and trusts! The [...]

By |September 12, 2023|Retirement|

Unveiling the Benefits of Roth Conversions

Unveiling the Benefits of Unveiling the Benefits of Roth Conversions The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Unveiling the Benefits of Roth Conversions Let’s delve into the fascinating world of Roth conversions – a strategic move that can significantly [...]

By |August 18, 2023|Retirement|

Whole Life vs Term Life-The Debate

Whole Life vs Term Life The Debate Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Whole Life vs Term Life- The Debate Whole life insurance provides coverage for the entire lifetime of the insured person and includes an investment component that accumulates cash value over time. Term life [...]

By |August 17, 2023|LIfe Insurance|

The Crucial Role of Financial Representatives in Retirement

The Crucial Role of Financial Representatives in Retirement The Crucial Role of Financial Representatives in Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Crucial Role of the Financial Representative in Retirement Retirement is a significant milestone in our lives, symbolizing the culmination of years of hard [...]

By |August 7, 2023|Retirement|

Covering Long Term Care

A Guide to Covering A Guide to Covering Long Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Guide to Covering Long-Term Care Expenses Retirement is a time to relax, explore new hobbies, and enjoy the fruits of your lifelong labor. However, it's essential to plan [...]

By |July 7, 2023|Long-Term Care|

A Deep Dive into Annuities

A Deep Dive into A Deep Dive into Annuities Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. A Deep Dive into Annuities Retirement planning is a crucial aspect of ensuring financial security. With various investment options available, one strategy that is often discussed with clients are annuities. An [...]

By |June 23, 2023|Retirement|

The True Cost of Long-Term Care

The True Cost of The True Cost of Long-Term Care Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The True Cost of Long-Term Care The cost of long-term care is something many have warned you about. The cost varies depending on several factors such as the type of [...]

By |June 9, 2023|Long-Term Care|

Comparing Medicare Advantage & Supplement Plans

Comparing Medicare Advantage vs Original Medicare Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Comparing Medicare Advantage vs. Medicare Supplement: Which is Right for You? As you approach the age of 65, you become eligible for Medicare, the federal health insurance program for seniors. However, navigating the different [...]

By |May 26, 2023|Medicare|

Planning For Your Retirement

Planning For Your Retirement Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Planning for your Retirement For some, retirement might seem like a distant event, for others, it may be sneaking up on you rather quickly. Regardless of where you fall, we are going to dive into retirement [...]

By |May 12, 2023|Retirement|

The Ins and Outs of Medicare in 2023

The Ins and Outs of Medicare in 2023 Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. The Ins and Outs of Medicare in 2023 As you get closer to 65-years-old, you will quickly realize that Medicare can be one of the most maddening things you will have to deal [...]

By |April 25, 2023|Medicare|

When To Start Drawing Social Secuity

When To Start Drawing Social Security Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. When To Start Drawing Social Security Certainly, you have mulled over the idea- do I start social security at 62 or put it off until I retire at 66? Well, what if I wait [...]

By |April 25, 2023|Social Security|

The Different Types of Life Insurance

The Different Types of Life Insurance Posted by Morgan Fisher Serving Cedar Rapids, Iowa, and Surrounding Areas. Life insurance can mean different things to different people. For some, leaving a large legacy behind may be the dream. For others, just the idea of not leaving the burden behind to family members [...]

By |April 21, 2023|LIfe Insurance|
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