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Featured Links

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

Helpful Resources


**Investors should consider the investment objectives, risks and charges and expenses carefully before investing. 

Other Links

  • IPERS - A Iowa Public Employees' Retirement System
  • IRS - Government website for the Internal Revenue Service.
  • Kelley Blue Book - What is your car worth?
  • Savings Bond Calculator - Find the value of your savings bonds.
  • Social Security - This is the website for the social security administration. Take advantage of their great calculators for estimates.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Featured Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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FIRE Retirement

FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.
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Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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