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3013 Greyhound Drive
Waterloo, IA 50701

Financial Decisions Group

319-233-8476

 
Bridging the Confidence Gap Saving for College 101 The Latte Lie and Other Myths

Welcome to Financial Decisions Group



Please explore our website to learn more about our company, and find out how our experienced professionals can help you with your financial needs now and in the future.

Helping People Make Wise and Confident Financial Decisions

Helpful Content

A Home Insurance Claim: To File Or Not To File

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

A Cheat Sheet for Sending Your Kid to College

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.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Rule of 72

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.

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