Financial Planning

Financial Management

Choose your generation: ages 25-40 | ages 40-55 | age 55+

Planning for Retirement

Choose your generation: ages 25-40 | ages 40-55 | age 55+

Protecting Your Assets

Choose your generation: ages 25-40 | ages 40-55 | age 55+

Personal Finance in High School

High school is an institution to help prepare our children for life. However, too many of us don’t receive the financial literacy we need to understand personal finances. From investments to spread sheets, see how one school district has given students the chance to learn the importance of compounding interest, investing, and making sound financial decisions. Download video


Investing in Your 30s

Matt Lowther was in the same boat as many of us are when it comes to understanding financial jargon. Perplexed with decisions that will affect him for the rest of his life, Matt took his financial understanding form picking stocks like horses to comprehending investment strategy opportunities and more. He did it by reading a few books over time and now rests easily at night knowing that his decision led to his family being financially ready for their future. Download video


Military Money Secrets

Those who serve in the military deserve the best for their service. Though the military offers benefits in addition to what a civilian might get from their corporate company, many service members don’t know these perks exist. Increased investments when in a combat zone, free tuition to further education, and enhanced savings plans are just a few bonuses the military offers. See how one vet took advantage of these tools to set her family up for post-military life. Download video


Questions to Ask Your Financial Advisor

Choosing the right financial advisor might be one of the most important financial decisions you can make. But how can you narrow down the field? Iowa Insurance Commissioner, Nick Gerhart, lists the top 5 questions to ask your potential financial advisor. Download video

Retirement Planning for Women

Cindy Hounsell, president of WISER (Women’s Institute for a Secure Retirement), explains the financial decisions women will need to make as they try to save for retirement. Download video

Money Management for Retirees

A social worker nearing retirement, Yvonne is concerned about how she will make ends meet. After attending a financial management course facilitated by AARP, Yvonne has been able to discuss her retirement concerns in an open setting as well as learn from others’ experience. Download video