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    Throughout life you encounter tremendous financial choices, and making decisions can be intimidating. When you reach these crossroads, you don't have to make decisions alone. We are a fee-only, financial planning and investment management firm committed to unlocking your financial possibilities and enriching your future. Our financial planners provide clarity among the endless options and help you achieve financial freedom.

    March 25, 2024

    What You Should Know About Iowa’s New Pass-Through Entity Tax (PTET)

    A new law passed in Iowa in 2023 applies to business owners with a partnership or S corporation.…