Blog

Scott J. Snyder, JD, CFP®, CFA, CIMA®

“To Live, to Love, to Learn, to Leave a Legacy.” That subtitle of a book by Stephen R. Covey provides insight into our lives. Why is that last part so difficult? People’s eyes light up when they talk about how they want to impact the world, but mention estate planning, which is essentially preparing for the transfer of your “wealth” measured in financial and other terms, and, too often, the...

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“I’ll Have What She’s Having!”  Not always the best idea when looking at Medicare options… This famous line, spoken by director Rob Reiner’s very own mother, Estelle, at Katz’s Deli in the romantic comedy, When Harry Met Sally, always makes me laugh.  When we are making big and small decisions, we often consult our friends.  Many times, we decide to take the path of least resistance by electing to make the...

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Jon Evans

Over spring break this year, my family took a trip to Disney’s Magic Kingdom.  It was truly magical, especially for our three young kids!  We saw characters and princesses, rode incredible rides, and experienced amazing performances and parades.  But, the most awe-inspiring element of the entire park was Cinderella’s castle.  As you walk toward the castle, you can’t help but be moved by the size of it.  It’s a beautiful, perfectly...

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By Bruce W. Baker of Nyemaster Goode

A. The Federal Government’s Share Current federal tax law imposes an estate tax on the value of taxable estates exceeding $5,490,000.  In computing the taxable estate, federal law allows an unlimited marital deduction for qualified transfers to a spouse, as well as an unlimited deduction for bequests to qualified charitable organizations.  After allowing deductions for these items and expenses associated with administration...

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Brittany Heard, RP®

April is one of the best months of the year because spring is in the air and includes my favorite event of the year, the Drake Relays. Watching some of the world’s best athletes compete in Des Moines, Iowa is simply magical. Not only are world class athletes in attendance, but athletes from colleges and universities, high schools, middle schools, and even elementary schools. I grew up running the 100 meter...

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Reed Rinderknecht, CFP®

I wish I had a dollar for every time I was told to “hold still” when I was a kid.  I also wish I had a dollar for every time I’ve been asked if I was Dr. Rinderknecht’s son!  I’d be retired if I got paid for either scenario!  But you know, growing up is HARD!  We had a lot to deal with…riding our bikes, climbing trees, playing basketball all...

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Jordan Richardson

Foster Group has a vision to “… encourage the pursuit of meaningful living and generous giving.” What does that mean to you? It’s a question worth pondering, and one with a wide variety of right answers. If your answer has anything to do with leaving a legacy in your community, I have an opportunity for you! The Endow Iowa Tax Credit Program was created by the Iowa legislature in 2003...

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Ross Polking, CFP®, AIF®, MBA®

This year promises to bring change.  Some good, some bad.  What’s good and bad is simply a matter of one’s perspective.  The Affordable Care Act is one item high on the list of potential changes.  Those changes won’t come without much debate.  What that means to physicians in the form of regulation, requirements, hours, lifestyle, liability, and revenue stream is yet to be seen.  The ever-present threat of change really...

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Joe Bantz, CFP®, AIF®

Recently, I flew to San Francisco for a tour of Coast Guard Island with two of my daughters. We had a fantastic trip, and left with a great appreciation for the significant role the Coast Guard plays in our nation’s defense. But that role is not an easy one – there is much turbulence in the water, the air, and the environment as they daily address hostile drug runners, uncooperative...

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