My Husband’s Identity Was Stolen… Now What?
Early this spring, we got a suspicious bank notice. It immediately sparked a red-flag because the notice was from a bank, but not our bank. It was even more mysterious because my husband, Nate, works in banking, and this notice was not from his bank. The notice stated that we recently opened accounts in his name, and […]
An Update from Iowa Wealth Management: James Glaser Passing + Office Closure for Funeral
Clients and friends, We wanted to let you know of an update in our family. Our office will be closed Friday, September 20th 2024 to celebrate the life of James (Jim) Glaser, Jon’s father and Libby’s grandpa, who passed away on Sunday, September 15th. Many of you will know and remember him from his days […]
Women with Money: A Winning Combination
Today is March 25th, 2024. I’m writing this piece in my office, watching the pregame commentary for the Iowa Women’s Basketball team before their matchup against West Virginia. Tonight will be Caitlyn Clark’s last home game at Carver Hawkeye Arena, and like a lot of people across the country, I will tune in to watch her team […]
Flexibility In Your Financial Plan
Last fall, one of our fence gates collapsed. We had two gates, one on either side of the house, so we took it as a “sign” that one gate was enough, and we stored the dilapidated gate on the other side of the house. I should’ve known we wouldn’t get off that easy, because by the first […]
Investment Advisers – They’re Just Like You and Me
My husband and I have an investment account together that we use for long-term savings. For the most part, it consists of individual stocks of companies we invest in Iowa Wealth Management (IWM) models, the same companies that our clients are invested in. We believe in eating our own cooking! On the rare occasions, we […]
Tax Filing: Are You Ready?
If you’re like most taxpayers, there’s probably a file or folder in your home that will soon fill up with tax forms and receipts. While it may be tempting to put off the day of reckoning, April 15th will be here before we know it! The sooner you start organizing your return, the less stress you’re likely to […]
Thoughts About Inflation
Anyone who’s bought anything recently knows… prices are going up. I used to pay about $25 for a tank of gas for my Honda CR-V, now I pay about $35. My grocery bill is up maybe $10 more every week, and the quote I received from my remodel contractor was more than what it would’ve […]
2020 Tax Filing Extended – What You Need To Know
Apparently in 2021, the early, tax-filing bird doesn’t always get the worm. Earlier in March, the Internal Revenue System announced they would extend the 2020 tax filing deadline to May 17, 2021 for tax filing, income payments, and also IRA contributions. However, because state deadlines may be different, taxpayers should still contact their local tax […]
GameSTUMPED
As if the year 2020 wasn’t interesting enough for markets, the GameStop and Reddit frenzy made for a unique start to 2021. For those of you who may not know what I’m referring to, here’s a (very) brief summary: an internet chatroom on the site “Reddit” helped influence a surge in the stock price of GameStop, an American video game and electronics […]
Marriage and Paperwork
Many of you already know this, but on December 12th I got married to my husband, Nate. We had a beautiful, snowy wedding day, intimate in that only 15 people were present (originally the guest list was much larger, but as we all know, COVID threw a wrench in our 2020 plans), but Nate and […]